Club Mulgoa

Thursday, March 31, 2011

AXE

My portfolio is top heavy with AGO because of my GIR shares. Today, I sold a big chunk of it. This is to realize cash. And soon I will be selling back my BHP shares but I will do that later just before closing date.

So today, I bought into AXE which has lots of tenements in Eyre Peninsula. And I like the graphite story. It looks like the grade is better than SER and the potential is bigger.

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