Heading to $30, page-268

Maybe so, but the ASX doesn’t offer any blue chip uranium or rare earth pure plays. Have to go offshore. I won’t invest in stocks that rely on shareholder raising to fund them. PDN and ERA have been a disaster for investors and these types of stocks need shareholder funds to survive.

RIO has some uranium exposure as well as rare earth via jadar. I hold that, albeit much smaller size than BHP. I’m waiting on iron ore to fall back to the low $50s before buying more RIO though. BHP’s diversification and O&G is why I always favour it over RIO who is like 85% IO earnings.