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cl001

05/02/12 2:28 PM

#11193 RE: oldundrtkr #11187

Thank you all for your kind words. Quite a few shareholders thanked me at the HiAlpha conference as well. Frankly, by far MMT.v is not my best pick. 600% in two year is way too long, probably due to the fear of Nigeria. It is just way too cheap for me to sell, even today. I'd prefer IAE.to two years ago, for example, quadrupled in a few months. My best winner is probably NG, 6 folded in 3 days in the crazy December of 2008. Then I had SMC, Central Sun, 8 folded in a few months. Before 2008, I had my big copper plays(TGB, CS.to and QUA.to), zinc plays(HBM.to), nickle plays(LIM.to RNO) and moly plays, I also made a killing in the pulp like TMB.to two years ago as well. Even my old sulphuric acid play CHE.UN.to is better than MMT because it was marginable and was paying nice dividends.(MMT will likely be the same situation soon) I also had quite a few failures, like Apollo gold. But these big winners helped me greatly in the past decade.
The best part of these stocks is that they are mostly very liquid. I have to invest in liquid plays as my portfolio has grown very big and sometimes it creates problems for me to trade. It is a nice problem to have though.
If you guys like energy plays outside Nigeria, you should really take a close look at POE.v. Unbelievable value here, unbelievable.