Ann: 2023 Diggers and Dealers Presentation, page-24

It is so damn hard to pick the market , I missed the lithium/rear earths boom in share prices , and do not hold any in that sector .
From what I hear EVs need just as much Nickel as they do lithium , and Ni seems harder to come by particularly in the hard rock sulphate form , (plenty of Ni laterite deposits out there ) . I would like to not miss the next boom but do not know what it will be in, guessing Ni or Cu but could be something weird like Niobium .
Every man and his dog knows goldies especially explorers are at bargain basement prices and I have been trying to pick the ones that will do well , some have done well GCY but others continue to be failures BCN MTH WSR WGR over the last year I probably have just broken even .
The issue is the cashed up gold miners do not seem to be wanting to pay up for buying out the explorers ,yes there is some M&A RMS taking out Breaker and possibly Musgrave but that seems didly squat compared with the cornucopia of explorers that would fall over themselves if a big boy knocked on their door.