WAF would be a nice one, I dont touch anything West Africa because of Geo Political risk. If POG keeps going up what's stopping the local Militia from coming and taking over, that's just my sentiment on anything West African.
Id be looking in the realms on renewables or minerals and gases that are in high demand but have almost no supply. You could start looking at Hydrogen, Helium just to add a bit of diversity. I am looking currently, I will be researching over the weekend to pick an entry into one or a couple.
One I really like is TMT it is vanadium, its very undervalued currently for what assets they have, the management team and the contracts they have. 26m market cap, in all honest should be worth at least 50m now. Medium term target is $1 middle of next year. 5x current price.
