others did the same with uranium.
I know you guys don’t always see eye to eye, but I do agree with Goodfella about a possible “commodity super cycle”
I agree with your point on these gems, get in early and hold long, but ensure the board have the smarts and experience, especially during challenging and cyclical times;
funds data show the last 12 - 18 months a permanent shift into commodities, battery metals and rare earths etc. less and less fundies are going into overvalued unprofitable tech.
many will hope on far too late.
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