Another Brit shareholder...Hi guys, I'm another UK holder of POL from just before the chart breakout at 5p (7.5c) and a bigger shareholder of GCM, their promising coal investment in Bangladesh. I think POL is a low risk way of playing various commodity themes but the biggest bang for you buck will be in the underlying operating companies, and GCM in particular (POL owns 29.5%). There is much talk on the iii BB in the UK about the possibility of POL going for a full t/o bid on GCM north of £4 a share. Very interesting times we live in.
On another note, compared with the iii BB, this Canadian one is a weak sister. I wish I were more frequently used, and with more detailed, objective comments. Please go to the iii BB and see what I mean. I am not being nationalistic. I used to live and work in the fund management business in Canada for ten years and have many friends still over there. I just want to seek out smart investors willing to exchange information in smaller cap growth stocks, especially with a natural resource bias.
If anyone would be kind enough to suggest a superior Cdn BB, then please respond. Thank you!