Just bought in this week. The company has a very interesting profile. Very large cobalt/nickel holdings, and only real cobalt producer on the ASX. Very large USD debt to pay back.
I hold it as an leverage insurance against high inflation of the USD, probably one with the lowest downside i could find on the market. With Trump more and more in a trade war mood, the looming end of overcapacity in China and the bottom of the cycle for commodities, it could very well be the case.
Can't wait to see if that 10 y US Treasury yield is going to break the 3 %, potentially ending the 30 y bond bull market.
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