The Brains Trust - 2021, page-957

hi bundy
good news out on alk today
perhaps explains the buying you saw on 19.3.21!
i have added to my parcel
will see what it can do but the real money was on its spin off asm - rare earths from $1 hammer down to $7 in about a year!
that hammer down always seem to happen before a rerate which is why stops can be a recipe for a perennial loser - time after time
but that is a discussion for others. alk had the similar hammer to 50% level before this buying kicked in
also mag next to alk holdings - mag news out today
all okay for more growth but a slow process
I am in qld on holiday and all the talk is now on rare earths and the jobs this new industry is creating