Highlights from my Portfolio:

This is late because I was at Base Metals Day on Friday. I went because Emed Mining Public Ltd (LON:EMED) and Weatherly International (LON:WTI) were speaking and it was a chance to have a chat with management.

Alterian (LON:ALN) sticks over 200. I hold tight.

Jubilee Platinum (LON:JLP) gave back some but no matter; the market will get it sooner or later.

Kryso Resources (LON:KYS) moves up as the bankable feasibility study gets closer. The key date is 12th October, although the market may not get an update right away. The hope is that the 3m oz gold is economical to mine. Anyway, if the news is good it's hard to see how KYS can remain capitalised at just £30m. That said, the market is so strange that the price could even fall on good news. If that happens I will be sitting with my finger on the buy button. KYS was one of my naps for 2010 (posted Twitter in Decmeber), so am pleased with how it's going.

Ortac Resources (LON:OTC) was up and down again but my decision to buy some back has so far been rewarded. The market now expects them to increase resource from 750k oz gold to 1m oz gold by the end of the year. It's ironic that it's capitalised more or less same as KYS, which already has 3 x as much gold but that's the nature of political risk. KYS is in a 'Stan', OTC is in Europe.

Vatukoula Gold Mines (LON:VGM) heaved down, which meant my 'turn' was a little early but no matter, it's a share I am very happy to hold (as long as the news is gold and gold stays high).

Everything else was up a bit or down a bit. I ended the week at an all time high.

Unlock the rest of this article with a 14 day trial

Already have an account?
Login here