RE: ic152 | maybe time to reduce exposure?19 Oct 2021 13:00
ic,
ignore the EV mkt for uk, its pretty insignificant, in terms of our products its the rest of the world that matters, and without a huge network pgms will be in play, for at least the next 7-10 years, as will oil, currently EV stuff is more of a token gesture, it will flatten out fairly soon now they have done the easy stuff.
buy anything the greens oppose, assuming its in fixed supply, and i think you will do very well
oil, pgms, copper, etc (particularly oil.....)
lithium has already had a huge surge over last year