@graddhytrading G/ I know your position re. Physical PM "never sell". Could you explain why one should not liquidate some physical today and buy back at cycle lows? Should we not increase liquidity today and wait patiently for a clear low ? Thks
@graddhytrading Hi G/ Are companies in Mining Tech like IE (Ivanoe Electric) interesting as potential add/buy? and connected to that is Mining Tech a possible new category you might consider covering, if your time allows?
@graddhytrading G/ with such a scale of a pullback, is it reasonable to dive into PM add/buy tranche now? wild not so wild ? Same for PGM? In other words force is such that cycles are short circuited?