"I see people talking up speculative resource companies that...

"I see people talking up speculative resource companies that will not be able to access funding, and there is an industrial stock right here which may present to same type of lofty returns they are expecting on small cap resource companies, but without the same risk"

Excellent point !

Mt last venture into the speculative end was just that, my last. There are quality companies out there that have returned to below or on par with their NTA, and those companies will still be around at the end of this market downturn. 99% of the speccie resource will have de-listed, gone into VA or still be penny dreadfuls at best.

All the best.