Weekly Update from OB Research
While the GDX has risen roughly 10% sofar during 2010, our two main holdings have clearly outperformed. We at OB Research make no secret of the fact that Orvana Minerals and OceanaGold are our two largest holdings. We expect this to continue since they are both entering an interesting period that we expect will give us increased production as well as growing profits. As the companies continue to grow we expect further stockprice growth and re-rating as more and more investors and analysts discover these golden gems.
Presentation
On October 4th, O B Research will organize and host a day of presentations for the two companies in Stockholm. Subscribers to our newsletter will receive an invitation shortly, keep an eye out for this as we expect a full house."
http://www.ob-research.com/signup