Holding off on quarterly - surely not re US-AUS critical minerals discussions at Whitehouse.
We enjoyed a great run up when much went right/positive - then a sharp run down as all renewables did when sentiment soured and ARU made significant changes - now just feel and I don't need to provide the list - we all know that is seeing sentiment return and a great deal align again.
Future 301 tariffs will be of great interest and could see removal of the many 25% import tariffs the US currently has conveniently on many of China's imports.
Holding off on quarterly - surely not re US-AUS critical...
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