I think FMG is the best run miner apart from MIN but my crystal ball is foggy as hell on the iron ore price and so I'm not in FMG right now. pbh is gambling which i avoid on esg basis. zip is struggling to get share price rise and it's not the top player in industry, so it doesn't interest me and the capital structure is quite damaged from too many cap raising. just my thoughts. not advice to buy, sell, or hold anything.
I don't like suggesting things to people because everyone has different skills and tolerances and half the battle is knowing enough about your holdings to know when something has changed or not. So you can't pass that on to others. What you can invest in successfully will be different to me.
I generally like the number 1 company in an industry, things with explosive growth, and extreme customer love or stickiness, plus rapidly scaling EBITDA (even if the amounts are very small base).
Finding a good 1-3 year hold isn't easy right now that's for sure! March 2020 was much easier buying.
- Forums
- ASX - By Stock
- PB appreciation post
I think FMG is the best run miner apart from MIN but my crystal...
-
-
- There are more pages in this discussion • 36 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add APT (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online