To me, I like to (try) be ahead of the game as such with what sector is next to move. Don't always time it 100% but when it's paid off, for example with Vanadium, it's done me well.
With the make up of an electric car motor for example, this is a sector that has got legs in it imo. add to that issues of supply as with what Zabba there has said, and to me this is a good chance to get in early on an emerging sector.
Ann: Africa Down Under Presentation, page-33
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