Had a look at HAV earlier in the year, mainly for Cobalt...

Had a look at HAV earlier in the year, mainly for Cobalt prospects. Wide variety of projects. Look to be very smart operators, more so in the field than marketing. That can create opportunities but at the moment they seem well found, probably because of their gold op. Expect that is just the cashflow tool to extract value elsewhere. In a general resource boom it's a no brainer.

Bigger picture, i'm not sure the lid is ready to be ripped off yet. Have we purged enough supply? Any signs of demand genuinely ramping up or just seasonal/localised/geopolitical spikes? What happens if we have a broader equities crash?