"I think I might have to stoop as low as do some work on the resources sector, which looks to be approaching a point of market despair ... BHP and RIO? Or maybe some bombed-out discretionary retail or lithium garbage?"
I’m prefacing this question with an acceptance that your comment on resources is at least partially, likely said in jest.
Given that some of the research you have previously mentioned subscribing to and/or respecting (Doomberg, Goehring & Rozencwajg) currently views the macro picture aligning for gold, I’d be curious to know whether you’ve begun researching any companies in the gold sector or considered owning a gold ETF in lieu of cash.
There appears to be both value and current tailwinds based on the latest reports from some producers and gold mining services listed on the ASX.
"I think I might have to stoop as low as do some work on the...
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Last
$5.62 |
Change
0.010(0.18%) |
Mkt cap ! $6.217B | |||
| Open | High | Low | Value | Volume |
| $5.65 | $5.67 | $5.62 | $10.93M | 1.940M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 48127 | $5.62 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.65 | 27395 | 2 |
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| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| SDF (ASX) Chart |