@jimmy C@andy777Your topic of discussion made me think you may find this talk with Andrew Clifford (CEO/CIO of PTM) interesting. He also notes the relative value currently seen in markets outside Australia (and the US). Particularly in sectors which are pushing through the floor in terms of investor optimism. A few of note that PTM have been buying up:
Ping An (P/E 12)
Glencore (P/E 8)
Samsung (P/E 6), 25% balance sheet in cash)
BMW (P/E 7, no debt)
Valeo (P/E 9)
https://www.livewiremarkets.com/wires/platinum-the-opportunity-of-a-generation
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