RE: BMN17 Mar 2020 07:13
Great companies are now very cheap and in many cases reaching a point of being disproportionately so. The eternal tension between risk and opportunity is starting to show its hand.
Humanity will endure, the world will recover and then it will go to work.
What work will it do?
It will revolutionise energy so our plant is more healthy and it will build infrastructure as it always has.
That means energy storage and it means steel and lots of it. In all disaster there is opportunity. Bushveld will be confident because as usual Fortune will have his eye on what is down the line, not what this afternoons reactionary BS brings.
Markets must be nearing the bottom. And if we aren't and we continue to drop, I don't think I will be alone in mustering up whatever funds I can, because this is turning into an opportunity to ride the entire Bushveld wave again, but with more shares and with a bigger and better company. People who complained about buying too high or missing the boat, now get to own more of the boat than they might ever otherwise have done. Investors need to seize that opportunity and look forward. This is not the end of the world.
Opportunities like this are what risk/reward and investing is all about.
I am staying positive and backing Fortune. He deserves it. And we will deserve the recovery he delivers for us.