GMM

Sold off this and sold off that because the parcels are too small and hope for revival of those companies are remote. If anything is going to recover from GFC and by now if the main areas have been explored, then a company should have turned positive.

ELM has gone crazy while TRH has become decently positive. BHP's potash prey is still elusive. And BHP may have to increase the bidding price to secure the company, thereby increasing the value of other potash companies.

In the meantime, there is an Aussie company looking to exploit potash in Mongolia... which is near China if you are unaware of the geography. And not only potash but also lithium there, too. And a few uninteresting stuff in WA. So I moved all the 'dead wood' money into GMM.