RE: Anyone to guess.He didn't say anything. Every few months or when he feels it is the right time he sends out ratings of the companys he follows on Resource opportunities. He has CAT rated as 2bb wich means he likes this company and suggests to buy on pull backs. He sends his company updates on PDF so I don't know how to copy it from there.
Other companys he really likes are BAJ 2a, AUN 2a, MFM 2a, CUU 2a, EXM 2bb,