The Brains Trust-2019, page-441

wsa will run with nickel macro and in a good place here. reminds me of sto sub $3 but also have spec pan. been with pan since 20c and will rerate as its project looks more doable if doesnt get taken out but then we have bhp green green green and the bigger ones will move here at last
so wsa safer  than pan Pans project is uncertain but great potential if gets up with it if that makes sense but for the average mum and dad bhp from sub $30 days a beaut and wsa another safe choice

wasnt that long ago that experts predicted bhp to fall but no we are in start of a strong commod resurgence and market just here
i said a year or so back for mum and dads to stick with bhp and wpl on this run and so far so good

igo another we called at its lows. just tagged $5 and retrace just here but in a blink these will rerate and be gone
same as ozl at $5. now $10 plus. lots of others and commods have not even started run here