I disagree... I think there is clear and very different business cases for each silica play and varying upside depending on their current market cap
If you really like a sector, it is a smart play to research all the players and evaluate each on their merits.
I have 3 silica stocks (weighted very differently) and in other sectors such as uranium, REE, oil, coal and healthcare tech I have also picked and hold more than one stock, based on an analysis of each of those individual stocks
Ann: Becoming a substantial holder, page-118
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