Bill Harris, CFA
Southernera Resources
SDM-T
BUY
Jun 04, 2004
Really likes the company. The South African rand has hurt them. Likes platinum/palladium commodities which are doing well. Could be a terrific entry point long-term.
Market did not react kindly to the company split off. Over time it should come back to at least the valuation that it had. The diamond sector is the most volatile and the highest risk.