Ann: Unitholder Monthly Report for March 2022, page-9

There does seem to be a little more structural change these days so I suspect that is where the money is. I think for the right assets this will be a boom time. Food shortages are probably going to take a while to recover if ever and resources generally will have to try to keep up. It seems they have picked Lithium right since thier last talk so if RF1 isn't the right place to be I must be way off. What was a quarter of my portfolio is now more than half.

As a risk guy I don't want too many eggs in one basket but what to I do sell off my best asset and buy weaker ones?
Sometimes I think stuff it but I'll keep looking things change they always do so RF1 won't be this good forever but it it can go for another 5-10 years like this then the holders right here today will be some of the richest on HC.