The Brains Trust - 2024, page-1018

bhp sp interests me
post divvie and also into tax loss sell off period so fall is no surprise

bhp is always longer term forward looking so their move into anglo tallies with green copper price expectations for mine anyway

problem for me is always timing each move

uranium was a no brainer for years but it literally took years and years to work

so how low and long will bhp fall on this wave down?

it is hard to wait but that is what i am forcing myself to do

for those predicting year after year the end of china demand in copper and iron ore - have a squiz at the latest china pmi - green for the second straight month

i dont expect it all to boom here but there clearly is demand

us economy also green. jobs green. us fed has it all under their thumb

historically the time for bhp and iron ore is a sept low so i may be waiting awhile here

it has been a great summer in the asx and time to let it rest for awhile

anyone any views on lithium here. again i am forcing myself to hold off. can anyone see a critical level in the chart

uranium had the break of $20 as a signal it was waking up and then when it got through $60 it was really on again
copper - we also spoke of those levels - current level is significant so will see if it gets through and holds
lithium - what levels? anyone? and what stocks? pls is the obvious one