I'm still holding off because i'm not sure the sp has...

I'm still holding off because i'm not sure the sp has settled.Combined with in general maintaining a considerable cash position relative to my portfolio for any future domestic/global correction.
Just some of my observations
-i notice TGE and aurizon have darwin port infrastructure close to each other with close access to darwin airport/port import export facilities nearby.
-- i believe i read they are increasing the capacity of darwin port to cater for the larger ships.
-hmm 'land bridging' i believe Chris Corrigan blasted the idea 20 years ago ?.If i'm correct then obviously there is no comparison with todays business as in online parcel delivery .
-i can understand the arguments for a darwin distribution point then rail for national distribution .I guess they have done the maths regarding LCL shipments,airfreight co's like Amozon and going to the extreme with their own jets.
---i guess it will depend on the aurizon/tge efficiency .
i notice TGE has bought another 60 by memory lge electric vans.
-even if amazon has its own aircraft it still wouldn't make sense to fly to each state dropping off parcels.?
-same LCL shipments.
Above is obviously parcel service,bulk is a different strory but it makes some sense the 5 or 6 days saved rail verse shipping especially re agriculture .
imo only it seems to make sense this land bridging' .and i feel much more confident TGE has a capable ceo like Christine Holgate.
Anyway i just feel the sp will settle over next 6 months untill onerail /azj and tge get a handle on the new business model?