Yeah I've been a TAX paying Resources focused trader since 2006...

Yeah I've been a TAX paying Resources focused trader since 2006 ... I'd say least half of my MARCH portfolio highs weren't crossed till after AUG ... I'm easy down 40% from my MARCH highs only 2- months ago

.... my portfolio is made up of 60% O&G shares.. 40% Energy minerals and metals
on a Macro basis it doesn't make sense as AUD Oil and gas is higher with many bullish factors to see A$200bbl+ oil price .....

Lithium is up 426% YoY and isn't falling but holding strong

China has announced plans to gradually reopen Beijing. Both Shanghai and Beijing are easing back to normalcy and this week the country will drop all COVID restrictions.

A good part of why is Inflation is so high is the failed investment in securing forward energy demands ... it seems the looney political class thought if they could just wish clean energy into place it would all fall in line ...add in the COVID distractions and we have a Cluster FK ..

Trillions need spent to get close to all the net zero dreams...

the likes of LRS could well be another Sigma $1.7billion+ cap etc .... the demand will continue to outstrip supplies for years to come easy till after 2030