Ran out of patience with gold and missed out - not again.
There is a supply shortage of gas in Australia and this will inevitably lead to higher prices / profits to gas suppliers.
So SXY and COE.
All we need is ID to deliver to plan.
(If he had done that this year, we would be in a much healthier position). He didn't, and he should not receive any performance bonuses so he is aligned to a position like the rest of us.
SXY Price at posting:
40.8¢ Sentiment: Buy Disclosure: Held