Great Presentation, page-17

Currently 15 forward PEs on the computer and tech stocks or FANGs is what I'm reading. Vs a historic 14 on stocks. (what's thats based on- I do wonder at times when I read these reports and analysis- how long have the FANGs even bee a thing for- do they have to trade at historic PEs??), But this is down from PEs pre correction of 24 on FANGs at least.

So honestly I think SEMs that the mkt can go lower. 1/2 leg down to go I reckon. They are talking this a three pronged correction so I'm guessing at 1/2 way into the third.

And buying down there I reckon.

Property mkts are tight. Interest rate rise coming from the FED. But maybe accompanied by dovish talk and baked in. And holding watching from here on in.

I feel like there is not a lot of slack in the mkt, but there is always that "money on the sidelines"

So to summarize.... who the hell knows.

But as a side note I think Rio Tinto is priced out at this point. Thank the gods, small mercy's and all that.

I know it is crazy talk but I'm just very very happy that Tinto is likely in the rear view at this point.

The next catalyst for SOLG is permits to drill other concessions. I'm waiting on STM also. When permits drop and plans are layed then up we move. I'm picking this before PEA and will in effect create upward momentum in conjunction with permits.