Lindsay, Riley and Livingstone - Tassie thread, page-54

Therefore just sell and use the cash at Jupiter.

Only caveat from me is if the cyclical bit happens it's a huge value mountain.

I sort of ignored someone on the other thread that talked about US$100k/t. Crazy talk! A big cycle change could do this when talking to a mate of mine who is a heap smarter than me on commodity type cycles. Hates consensus estimates. But it's a punt.

It's a bit like coal. On the nose, nobody investing in new mines. Shutting them down to save the planet. Then reality is China (plus others) just committed new power plants equal to current world plants. I popped money into Whitehaven and Yancoal on her view (not advice).