Highlights from my portfolio:

Alterian (LON:ALN) - remains strong but awaits news

Davis Service Group (LON:DVSG) - manages to stay above £4. Investor presentation in November...what will they say?

Lees Foods Plc (LON:LEE) - reported H1's. 17.1 EPS. If they do same again then that's an EPS of 34p for full year. They issue caution over commodity prices but on a forward PE of about 7, there is surely more to come. Could it snowball from here!

Medusa Mining (LON:MML) - well, taking ISA profit turned out to be a dumb idea but the rest has gone up nicely.

Minco (LON:MIO) - gave up some gain. Hey ho. I await news of the 16 drill rigs and the possibility of increased JORC resource.

Ocean Wilsons Hldgs (LON:OCN) - picked up a few after it started to rise. I missed the last run. It's a recovery play. Need to be careful of REAL/US exchange rate.

Ortac Resources (LON:OTC) - gives some more back but that's OK, the maths remain the same and if they increase resource and gold stays high I will see highs again. Besides, my certificates are in the process of being transferred to my broker so couldn't sell even if I wanted to.

Pathfinder Minerals (LON:PFP) - I hold a few of these as a pure punt. Seemingly have an interest in a world-class titanium resource. That's all very well but something needs to happen! I wait. Patiently. Ticked up and then back down. You could hear me groan a mile away.

Vatukoula Gold Mines (LON:VGM) continues to make up lost ground.

I am watching XMJP for a trade on Japan. Just needs to reclaim the 200 day moving average and breakout of a downtrend.

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