The moly fund has about 80% invested in moly companies with a mix of producers and spec/resource plays. With the balance in Physical moly.

Here is a brief history of TTM in regards to the Moly fund.

Date Place in Moly fund assets Percentage

June 30th 13th 1.10
Sept 30th 13th 1.02
Dec 31st 10th 1.27
Mar 31st 7th 1.91

We trail only by the following:

Thompson Creek 24.5%
Quadra Mining 13.35%
Mercator Minerals 12.69
Inca Pacific 11.84
Roca Mines 5.03
General Moly 3.46
TTM Resources 1.91

Most are producers or in the advanced stages of becoming one.

Hang in there, our turn is coming

http://www.sprottmoly.com/pdf/May13.pdf


BBOB