At least my exposure in Anglo is really big, much bigger than I would normally trade (but my system has enabled me to increase my exposure over the last 2 months). It is giving me a really good start to the year. But I am super annoyed at missing out on Metorex. My gut told me to get in last week, but I was worried about the thin volumes of trade in the JSE - and big spread stocks like Metorex can hurt if a correction comes. Still, an adjusted position size could have overcome that risk easy. My gut still told me to get in yesterday, with the 5% move, and I didn't. I have learn't many times that the gut is a powerful indicator, and should be trusted at all times. Oh well, fantastic opportunity lost