Assume that's meant for me?
I'll be watching the coal space for sure. Most coal companies are well run, and should a bounce in coal prices come, they'll reap the benefits with little/no debt on their books.
I've been watching uranium/lithium lately. Of course looking for a producer, and not a speculative buy for 5 years down the track.
Commodities are interesting because you can work out quite well how profitable a company is/will be. I havent really looked at tech, but after the 2022 selloff, some companies might be oversold.
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