My strategy is to look at what the renewables boom will need in the coming years, and invest in the necessary enabling industries. Some of my holdings are PLS (lithium - my average buy is around 5c, so very happy with that one), RFX (Aussie made flow batteries, hitting the international market at the moment - I started buying when they were at 8c), TNG (vanadium - I'm still only breaking even on that one, but early days...), and a few punts on other speccies with energy storage industry exposure. My portfolio value has gone up - dramatically - over the past few months while the general market has gone backwards. I'm confident that I'm in the right space.
