Worth Reading...Found this portfolio review by a London based investment banking firm.
https://www.hallgartenco.com/file.php?path=Portfolio&filename=Portfolio_Nov2016.pdf
Look particularly under "Portfolio Changes" and "Komet Resources - A Stealth Mover"
I really like their closing sentence "We have added a Long position to the Model Mining Portfolio at 42cts with a 12-month target price of $1.28." :)