The fact that Mineraldfields got in GNH at this time comforts me.

JDM team are quite experienced in investing other people's money, and they have a solid reputation in the sector of juniors FT issuances. Those guys don't want and don't like to be fingered at by anyone in the tax-planning investment sector which is a rather small world!

They make strong Due Diligence before getting their clients' money into any target company. I say that because I have been a limited-partner in a few of their LPs. One can be 100% sure that they asked some precise questions to management, including one about the weird snail-speed assays process that bugs everyone of us, and perhaps one about the insiders pump-and-dump-alike transactions refered to in the Stockwatch article.

The thing is that Jow Dwek got in nevertheless. So, this can only be good for us and our peace of mind!

BTW: JDM don't disclose what positions a specific Limited Partnership is composed of. Here is the answer I got from an e-mail I sent them regarding my curiosity about the positions there was in my last LP:

De : J D [mailto:johndavid@mineralfields.com]
Envoyé : 17 août 2010 13:42
À : xxxx'
Cc : 'xxxx'

Objet : RE: MIN 1004

Hi, we never give out the detailed portfolio composition for competitive reasons. Regards, John David

From: xxxx[mailto:xxxx@xxxx.com]
Sent: Tuesday, August 17, 2010 1:40 PM
To: J D
Subject: MIN 1004

Hi. I am an investor in the MIN1004 LP. Is it possible to have a listing of the actual portfolio, ie, the detail of the positions taken to date by the LP? Many thanks. CB.

GLTA

BaBe