Indeed.
I would also add that from a macro perspective there is an argument - put forward most recently by Goldman Sach's in a research note - that Covid-19 will be a structural catalyst for the beginning of a new commodities supercyle. This bodes particularly well for the industrial metals sector; the following is an extract from a reuters article paraphrashing the research note (Goldman proclaims the dawn of a new commodity supercycle: Andy Home):
Indeed. I would also add that from a macro perspective there is...
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