Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://www.autonews.com/china/beijing-rolls-out-60-billion-yuan-tax-incentive-revive-car-sales
"With that in mind, hold gold. Hold things that are seeing their prices rise from supply crunches, such as fossil fuels and commodities. And absolutely crucially, expect volatility — and regular recession scares. There was a lot of that about in the 1970s — and there is going to be a lot of it about in the rest of the 2020s.".
have taken a fairly heavy correction over the last four weeks, there will be a recovery when China opens up again. I've been looking where else growth maybe happening and there's been quite a pick-up in the shipping companies, LNG/LPG carriers along with one of my older holdings in the US market SMHI, up 14% today.
https://www.investing.com/analysis/commodities-rebounded-as-stocks-bonds-tumbled-200623768
The 2 analysts offering 12 month price targets for Jubilee Metals Group PLC have a median target of 25.50, with a high estimate of 29.00 and a low estimate of 22.00. The median estimate represents a 68.32% increase from the last price of 15.15.
from a well known pink newspaper
“Policy may be the salvation for China’s iron ore and base metal demand this year,” Vivek Dhar, commodities analyst at Commonwealth Bank of Australia, wrote in a note. “Policymakers are hoping for a soft landing, helping stabilize commodity demand in the property construction sector,” while infrastructure investment in the country is also expected to rise significantly this year, he added.