I quite enjoy your writing, thanks! I have been building an EV minerals portfolio with some miners and some direct holding of the commodities like Uranium through entities such as Sprott. For Nickel and copper I have gone with RIO at the large corp end and a gold miner Osisko Developments, more for the copper potential in one of their US operations, discovered but scope not yet verified with drilling. Your advice about juniors and a strong stomach is right on. I have similar strategies to you in energy and nat gas in particular, in Canada the US and Europe. I trade the gas directly as well based on weather analysis along with some ag commodities, with the analysis geared to treating the climate alarmists as contrary to my trading. I have thought about trading copper directly but the LME melt down took that off the table. Anyway - have a great day!
I quite enjoy your writing, thanks! I have been building an EV minerals portfolio with some miners and some direct holding of the commodities like Uranium through entities such as Sprott. For Nickel and copper I have gone with RIO at the large corp end and a gold miner Osisko Developments, more for the copper potential in one of their US operations, discovered but scope not yet verified with drilling. Your advice about juniors and a strong stomach is right on. I have similar strategies to you in energy and nat gas in particular, in Canada the US and Europe. I trade the gas directly as well based on weather analysis along with some ag commodities, with the analysis geared to treating the climate alarmists as contrary to my trading. I have thought about trading copper directly but the LME melt down took that off the table. Anyway - have a great day!