The Brains Trust-2019, page-327

Yes, XMM has had a terrific rise - in fact so much it makes me worry a bit. Prefer the XGD as that is sitting on support from the 2016 high. I'm a bit unsure about the mining construction companies - didn't they build a lot of this stuff last time. Has there been many new mines starting up. I think it is a bit like a chicken and egg question - which comes first. At this stage I am going to concentrate on gold stocks - or second line mining stocks that look like they can have a turn.