Has done quite well, but would look at one or two others before adding to my holdings. Should be good production profile going forward. Getting fully valued.

Likes the outlook of some of the base metals. Well exposed to zinc, copper and some gold. Well-managed company.

(Past top pick Mar 30/04. Up 4%) Still likes. Exceptionally well managed. Likes their acquisition of Tom Brown.

(Past top pick Mar 30/04. Up 12.6%) Still likes. Estimates seemed to be getting revised upwards continually.

A lot of speculation on takeover rumors. This could create significant upside if that happens, but pure speculation at this time.

Fuel prices are very high. A lot of uncertainty regarding the restructuring of the airline sector.

Fairly high risk outlook. Has been extremely profitable and successful. Price is good, but there are the geographical/political risks.