totally get that
its why I’ve made those points - to catalyse a thoughtful decision ahead of time
base metals exposures tend to be quite exacting - more so than PMs. They are head stocks not heart stocks much of the cycle esp lead.
but base metal plays with nuggety hidden PM goodness also have kinder surprise investor value once they get up
trick is to buy for a lead price not a PM one so you get the 2 for one down the track
Personally I’m increasingly mega bullish on lead. Silver ofc but lead’s outlook I think may point to it having a meaningful market moment where it actually does become a hot ticket
thats not something that happens every cycle
no certainty on that - but then there never issue one
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