I'm thinking of changing tact with my investment strategy here....

I'm thinking of changing tact with my investment strategy here. My original plan was to bail once the market cap rose to $200m, use the cash to buy an investment property.

Starting to see I'd probably be better off to leave it in CXM.

Housing is crashing, has a long way to fall.

However food inflation continues, global geopolitics are deteriorating still, our product supply vs demand situation remains unchanged.

Australian dollar is going down. There is no way Australia will have a cash rate anywhere near USA for a long time, this will drive AUD down. Lower AUD boosts our profits immensely, has a far higher impact than rock phosphate prices proportionately.

2 speed economy coming back to Australia, resources will be fine, housing market focused economy is going down the drain.