SP AAU26 Nov 2018 11:09
Every one seems to be going round in circles, similar questions and similar replies. There is something which must be obvious, although not to us, which is stopping new investors coming in. This is one of the very few direct holdings we have, PAF and CRST being the others while 95% of our holdings are in investment trusts, world wide, sectors of all description to give us a wide range of coverage. These 3 which we have retained, (oh yes forgot SEE which we are keeping a few of "just in case" but not with any expectations the holding being only pennies following our sale at a profit) The two miners we feel must have a growth possibility, although we do have doubts. CRST we think is so under priced it is not true, but what do we know. So we are sticking with both of them also, but for how long we are not sure. Some of our ITs are very cheap and we may switch this money in to them if the market starts to rise. Nice to read your comments though. Any fall in CRST price to 340p would have us adding to our holding. Target 425p initially then when the market is back to the 7800 a 560p target in small steps as the market rises.