Hey @JandJ
With you re ongoing prospects for commodities. My thesis is that with rates rising, we will see capital gradually removed from high multiple low yield equities and it must find it's way to commodities. There's already too much cash accumulating on the sidelines. Like the 2000s post dot com boom but hopefully without the massive crash preceeding.
Ann: Drilling Underway at Frewena, page-306
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