I like TLT, it has good days coming now…$150 I can see with rate...

I like TLT, it has good days coming now…$150 I can see with rate cuts in two years. I am buying if I can get a slightly cheap entry.

DMP promised 50 million cost saving in FY25 which makes them slightly less expensive than CKF. The upside is store count needs to get doubled (7100) when DMP goes back to growth phase. Also, international business needs digital delivery launch as well similar to DPZ.

Lithium bubble is burst, hard to scale out EVs, people living in the apartments can’t charge EVs over night. Infrastructure issues and with trump coming back, sustainbility is no longer a problem lol…the amount of shorts I see on LTR and PLS give me nostalgia of zip even zip wasn’t shorted that much as PLS and LTR. So me no touching at all although PLS is fittest to survive.

Rare earth, ahh CHN I see palladium price everyday and looking for it to hit $500 then I give a go to CHN. Mine by the way is not going to ready by 2029 so still a long way to go.

IGO at low $4 has a very good risk reward. I had it before covid.