Hi @JandJ
Some of those concerns re timing are things I have voiced on the forum - we have generally similar minds on this.
Re a bubble bursting. I think this is on the cards and may actually be a necessary precursor to the commodities bull run we believe is coming. General equities are currently excessively soaking up liquidity that should, I believe, be flowing into the commodities sector. I see similarities to the dotcom bubble, which bursting presaged the massive 2000s commodity boom.
You've probably seen charts like this before but the current commodities:equities ratio is grossly oversold and must correct, when it does the run for commodities should be fierce. Ideally we would like this run to start a long way in advance of the OAs expiry so a reversal in equities early in 2022 could be a significant advantage for us.
Hi @JandJSome of those concerns re timing are things I have...
-
- There are more pages in this discussion • 292 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ICG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
0.5¢ |
Change
-0.001(16.7%) |
Mkt cap ! $4.078M | |||
| Open | High | Low | Value | Volume |
| 0.6¢ | 0.6¢ | 0.5¢ | $16.15K | 3.202M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 1077973 | 0.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.6¢ | 1025339 | 4 |
View Market Depth
| Last trade - 13.11pm 28/10/2024 (20 minute delay) ? |
| ICG (ASX) Chart |