EOS Deal, page-9

interesting view re coal price surge due too not just the war. yes you will be right on that l suspect.

yes the headline yields for SOL & BKW are low but because the dividends grow every year - your yield on your original investment will now be good. better than the banks if you have held for a while.

headline dividends are a trap for new investors. Like Rudi says "l bought CSL for the yield"

PGF fascinating share. it's now l think my 3rd largest holding. the difference between PGF and the others is their use of market shorts and investment in Energy. really happy holding PGF in this environment.

yes AFI ARG - if you have to hold for a decade will give you asically index. it's very easy to replicate the AFI portfolio as they publish their top holdings. l have got into the habit of measuring my portfolio to index and recently to AFI as well.