I also for what its worth follow Ray Dalio who believes similar things - that we ending a major cycle and the world will struggle with growth and low interest rates.
Income would be important and I saw that in other similar infrastructure companies, interest rates as they drop also hugely benefit these companies.
I suppose if interest rates go up we need to watchful at when ZEN's debt matures.
Rising dividends was attractive in EDL too.
I like how you access how each of their sites and the financial stability of each of the companies/miners.
Gold, Nickel will do well I think.
The interesting thing with these projects are they are even more diversified and many adding renewables (that EDL didn't have, different time).
I wonder if EDL in it's new form is a competitor too for projects, must be. Not just PEA.
I also for what its worth follow Ray Dalio who believes similar...
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