LSF 1.25% $3.15 l1 long short fund limited

I wonder what exposure LSF have to the following:Nickel ?Lithium...

  1. 6,301 Posts.
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    I wonder what exposure LSF have to the following:

    Nickel ?
    Lithium ?
    Rare Earths ?
    Fossil fuels ?

    Suspect the enthusiasm towards this sector is just getting off the ground now the realisation that low emissions are coming faster than previously expected, the West now seeking self-sufficiency in energy which will include fossil fuels for some time to come, with scacity of EV inputs & Biden now identifying how critical supply will be well into the future as they chase demand.

    Daily NTA's suggest they aren't giving these areas much focus?
 
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