SP, I wasn't having a go at you, in fact I appreciate your honesty and level-headed approach to this. I also feel that you are very much onboard the TRF train for the long haul.
I just foresee a few things, such as high inflation and relatively stable demand for Fe, plus Au going through the roof. I suspect China will further divest from USD paper, and more into precious, base and rare earth metals. If they keep their currency from over inflating they will benefit from the better exchange rates.
All in all, I think TRF/IFE are in the right game, and TRF even more so with it's direct and indirect exposure to precious and base metals, plus Uranium too hopefully.
Most definitely a buy at this stage of the game
all is good :)
Cheers
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