I dunno, maybe I can go see
That Ralph Aldis works with Frank Holmes at US Global Investors - should I be scared? He likes Agnico, which is nice cos I just bought their warrants; he also follows George Topping, who as far as I remember is someone who IKN likes. He also picked the royalty companies. Maybe I'll go see him.
Paul Burton used to work at GFMS, and even worked in mining. In fact, he graduated from the Cambone School of Mines! Maybe he's worth a gander.
If I see them two, that gives me a 12:50-2:05 lunch break after Cookie. This means I miss Mickey Fulp, but I can't remember the last time I've heard him speak about anything other than his favourite stock picks, and I can get that from his website.
I might stick around for Roulston, depending on how I feel. Maybe I then stay for Adrian Day, maybe not - I don't know if he's going to be saying anything new. I'll avoid McCoach and Rule, they seem to be twats.
Still not sure I'm going, but if I am, that seems like enough work for me.
I admit Keith Schaefer might be interesting, but I might go to that thing on Saturday with him and Coffin and Roulston. Then again, just looking at that list of companies presenting on Saturday, this is how they've fared in the past year:
Not particularly stunning, guys.