Well I was starting to become unsettled about the gold outlook....

Well I was starting to become unsettled about the gold outlook. It's been pretty volatile lately and too sensitive to shifting fortunes for my liking. So I was going to sell out and pivot back into industrials. Then I realised iron ore was benefiting from a resurgence in construction and infrastructure activity across the developed and developing World: from Australia to USA to China to India to Africa...everyone seems to be building something. Then it occurred to me: why, for example, have we seen surges in the SP of ADN? Or E25? Construction! ADN announced the potential of its halloysite kaolin as a concrete additive. As for E25, despite all the hype about EVs, manganese's primary use is still to galvanise steel. Hang on I then said to myself...steel? Doesn't that require not less than 62% Fe fines? Who do I know that has quite a bit of that stuff somewhere in the Pilbara, sandwiched between BHP and Rio, close to Ports and infrastructure? I then figured it would be a while before Brazil's Vale and the West African deposits start to pose any real threat. By then we should have sold our iron ore holdings to the highest bidder. So yes I expect iron ore t ol be our present focus. That's why for now, I've decided to go all in and bought my way into the top 20. Not investment advice etc. And please, comments welcome - help me test my thinking.