Some ideas:For me it’s lithium. I hate the lithium exposure...

Some ideas:

For me it’s lithium. I hate the lithium exposure personally. Who knows if we actually need it long term? Those assets could be anything from a rocket ship to stranded assets in 5 years.

I worry personally about the corporate governance, particularly with some of the share trades that min res did alongside CE and family members. This could really come back to bite them and influential people are talking about it.

Of course people are always bearish on iron ore, and the market hates debt as it should

Yes there is probably an opportunity here but not without uncertainty. I like the stock a lot better at 50$ vs 80$