Mate, you are entitled to your opinion, but I don’t think LoveGod and DonCamillo are the same person.
You might also want to say something positive just occasionally, so people don’t think you are just a serial doomsayer/downramper. You might get a better reception that way.
It seems to me you just turn up during moments of uncertainty/lack of communication to scare the horses.
I always top up during these dips, but then I can afford to lose.
Once the mills are running, all will be well. In fact, I think we might be in a good position in Thailand, with a lowish ASIC. The production costs in Australia are rising dramatically, and I worry about a few producers (SLR/SBM especially).
On a positive note, 2 of my holdings are in non-capital raise trading halts. Sun is shining, and I am drinking Bass Philip pinot noir by the pool……
Have a good weekend KCN family.
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