why fertilser is different, page-43

It is strange I agree, sold some shares in gold stock to re-enter, have been in and out many times.

I resource is really good, the location is not too bad, the sector is essential and will be price inelastic, the management, I don't know, comes across fine in BRR

I bought back in with the expectation of probably averaging down later, but also with the feeling that 54-60 may be base support. Especially if markets are to be flooding with liquidity again and equities are where the growth could well be.

30% Food related
30% Precious and Strategic Metals
30% Energy
10% Cash
Well sounds good,but not there yet.