Stronger equity markets mean higher fees so if you want the very leveraged play on a bull market then you buy an asset manager or broking firm.

This theme is continuing and not just in the mining stocks, but in any related sectors. This is a macroeconomic trend.

It's been a few weeks since we've had any action so that's what we're waiting on.

We're a bit tentative about going through the high. There's still a bit of uncertainty around.