Your narrative is aligned with the general consensus. Your...

Your narrative is aligned with the general consensus.

Your analysis and assessment of the commodity is not just sound but strong, most industry experts would knowingly nod in agreement as they read your thesis.

Few ever see the morphing of the young bull and vice versa, just the nature of markets.

You say you need to see price and that is fair enough, you will pay more but of course but there is nothing wrong with that strategy. Be prepared to accept that when all your boxes are ticked the bull will be reasonably mature and your positions will be tested by the market.

Counter arguments I might make to each of your points, you will challenge and counter again. You will enjoy the economic debate.

I am too lazy for that.

Good luck with it.

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