Rurelec 30 %
Churchill Mining 24 %
Metro Baltic 24 %
Oxus 14 %
Sacoil 4 %
Alba 4 %
Interesting fluctuations especially on the commodity front . Are they set to continue ?
One would presume so as April / May / June . Is usually selling bonanza time . It has not disappointed thus far.Especially on the commodity front .Common sense is go short .Thus , I assume go long at 6100 or thereabouts .Remember we are expecting 7000+ at the end of the year .
The portfolio itself is performing very nicely at between 24 & 41 % gain .This year has been a good one thus far .Long may it continue . Moved a little into a nice dividend payer LSR .Risky but good potential.
Rurelec ,looks to have sealed the upward case and is still very cheap .
Churchill , my own little basket case ,we will hold and see .
Metro ,still at under cash value and a strong buy case remains
Oxus , is looking good value at under 2.5p .
Special mention to competition winner Jack Dawsson .