Agree. Tungsten is not well known but has very good tailwinds. I’ll try and hunt down some broker forecasts for the commodity if there are any - the volume might be too small to have coverage but I’ll look.
There is some risk with China though given their large supply. If they open up that market then prices will be materially impacted. That’s not my base case but is a risk.
Tungsten, nickel and gold are all worth having exposure too imo
RFR Price at posting:
7.8¢ Sentiment: None Disclosure: Not Held