Hi team, just my thoughts on a macro level with the turmoil with China and Covid. I am starting to believe we will see a decoupling from China and less reliance on their labour and resources. One sector that will benefit is mining as the western world seeks to secure their own supply chains for minerals and rare metals. Australia will benefit from this along with western mining firms. Hopefully this push from the policy and strategy side of things will have benefits flow onto K2F with their ESG software!
K2F Price at posting:
25.5¢ Sentiment: Buy Disclosure: Held
