Archives: Questions And Answers
What is your view on uranium? Is it near the bottom? I have PDN which has lost 20%, should we hold onto it or cut loss? Thanks.
Hi , I bought into BCB when you guys did but did not get out when you did , it has continued to slide I thought it can not go lower as we all know COAL will be needed for a long time yet , The climate cult is not facing reality in my view , The other producers I own WHC , NHC have made me money so why does BCB continue to fall ?…….And I own some GQG but am under weight what is your view on this stock , buy , hold , sell ?
Gentlemen
With interest rates almost certain to begin cutting in the USA by September, what is your position on REIT and index funds that offer broad exposure to this such as VAP.
Hi Guy s
This one is more a correction for the record than a direct question.
Hi James,
To what extent can ALUMINIUM be used as an alternative to COPPER
in EVs and communications wiring etc.
I believe that SILVER is an even better conductor than COPPER
but its cost is prohibitive.
Dear MM, A very bearish view on China presented in the AFR (see link). There has probably been money rotating out of resources into the banks for some time – alas I have continued to be resource heavy in my portfolio.
Greetings gentlemen,
