Wow dude. I can see why you need to hold on to that positive thesis for the long term on mining shares. Looking at your portfolio B, at a guess, unless you've been in nearly all of them for over 3 years, it would be down overall around 70-80%. One , CPV, is doing well, and hopefully you've been in PLS for a while.
Best of luck. I'm guessing most of your total investment is in portfolio A. I agree with your overall theme though, and it's just about how long till the demand ramps up again (and how many miners have closed up shop causing the big price increases due to lack of supply).
That futuristic world you describe could gain further momentum during 2025-2030~ and the 'new green world' in the next decade. Obviously it's not an IF but a WHEN.
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