Thanks GM, I'm just a punter trying to identify value before the...

Thanks GM, I'm just a punter trying to identify value before the herd and position accordingly.

I always remInd myself I may be wrong but as the facts present and the story evolves, we play on accordingly. Its always the "am i wrong or am I early" as things always take longer to play out, but when they do they are very rewarding in the right plays.

I screen shotted this below as its a perfect explanation of why the love isnt flowing down to the equities space as the underlying commodity/PM is making new highs.

When the aha moment hits there is a lot of money on the sidelines to be deployed into a very small space and even smaller space for quality plays that manage assets properly.