Interesting discussion about capital allocation - Mr Market does...

Interesting discussion about capital allocation - Mr Market does the job in western countries, certainly like a blunt axe, and the more experienced the watcher the more blunt the axe. Still the best method by comparison with a Govt. or govt controlled entities making the decisions.

In years to come if China, UAE and like nations get their 'Govt controlled, capitalist system' to work we in west might learn a lesson.

In the meantime my portfolios are 'Locked and Loaded" for the coming six months of northern summer, and (hopefully) post inflation growth.

And IMO AW1 will lead the charge, just you wait till the drills spin and the photos come of drill chips and cores, and assays, and upgraded MRE and an initial PEA.
Right now, I expect the work done behind the scenes during the winter lay off will express itself in the new geo studies, from the air and ground based using moving coil.

Its quite amazing that this is a remote virgin mineral field being exposed to the most advanced tech an AI studies from year 1 of its life.

Cheers, GL all