Mongolia

Australia, beware!

There is a new kid on the block.

http://www.theaustralian.com.au/business/mining-energy/hidden-riches-in-mongolia-pose-big-challenges/story-e6frg9df-1225937444220

I am starting to pump money into Mongolian stocks. Currently I have HUN, AKM, VOR and GMM. VOR has doubled (within 2 weeks) while the rest are stagnant. The biggest is Ivanhoe but it is a US company in JV with RIO.

I also love Indonesia but ROL and SIH have gone up a lot. I read up on KRM (I have no share in it) this AM. It is very good but perhaps I have missed the boat.... so I will stay with Mongolia, ROL and SIH.