posted on
Feb 20, 2008 12:32PM
I meant to mention the hedge fund capital made from selling the majors will charge into the best junior stories but be selective at first and they all have lists developed at the moment poised to act but when is the question. Any M&A activity generated by the majors will drive the best stories even higher as hedge funds buy and thus pulling all others along. It will be a massive shift in the junior market and the best environment since 2003. But it is all predicated on leadership from the majors based on earnings and will be seen quickly in HUI stocks.