Archive for July, 2008

Bought SWC – Stillwater Mining Co.

Thursday, July 17th, 2008

Bought a .8% position in SWC at $9.40 – down about 7% on the day.

Bought PAL – North American Palladium

Thursday, July 17th, 2008

Bought a .5% position in PAL at $4.66 (down 4.75% on the day) to bring total position to 2.2%

Bought BQI – Oil Sands Quest Inc.

Thursday, July 17th, 2008

Bought 1% position in BQI at $5.26 (down 5.75% on the day)

Bought RIO – Comphania Vale Do Rio Doce

Thursday, July 17th, 2008

Bought .75% position in RIO at $28.43 (down 7.3% on the day) to bring position to 1.75%

Bought CZZ – Cosan Limited Cl A

Tuesday, July 15th, 2008

Bought .75% position in CZZ (down about 2% on the day) at $13.20 for a total position of 2%