Very much thank you for your insights. Every time I read your posts it is like a very good meal (for thought's). If I may suggest another post to be about those quality energy names for 3x EBITDA you mentioned.
They all look good to me (SLS on the asx is Solstice btw.. Solaris is SLS on the TSX). I think the thermal coal miners look particularly interesting here (will explain in a longer post)… and Uranium feels like just a matter of time (but hard to find the right play).
Very much thank you for your insights. Every time I read your posts it is like a very good meal (for thought's). If I may suggest another post to be about those quality energy names for 3x EBITDA you mentioned.
Great read - I was left with confusion though - should one own real hard assets or not, it really wasn't made clear 😉
No SOXL is the way ;)
Thanks again for the rec, very informative!
Loving all the content and these weekly updates as well. Look forward to hearing your thoughts on thermal coal.
What’s your favourite way to play this on the ASX? I’m currently positioned in:
Oil / Gas: Santos (ASX: STO)
Coal: Whitehaven (ASX: WHC)
Copper: Solaris (ASX: SLS)
Gold: Capricorn (ASX: CMM)
Would be interested in where you see the best risk/reward from here.
They all look good to me (SLS on the asx is Solstice btw.. Solaris is SLS on the TSX). I think the thermal coal miners look particularly interesting here (will explain in a longer post)… and Uranium feels like just a matter of time (but hard to find the right play).
Sorry multi-tasking (Solaris vs. solstice). I’m currently in Solstice as I tend to stay on ASX.
Are you considering Rare Earths as well? Taken a small position in Lindian (ASX:LIN)
Regarding thermal, I look forward to your upcoming post… thanks for sharing your insights.