Have a good Christmas break with your family! Usually not one to comment but i have thoroughly enjoyed all of your posts and thoughts, keep it up.
We have a fair bit of overlay in our portfolios there, hoping for good things in 26 from the ASPI/LODE stories. Had a look at MLP around the same time but couldnt pull the trigger - instead, researched the EQR.ax turnaround story and build big convinction there and sized this up. If you havent looked into, take a look. This might be up your alley, the risk/reward here looks excellent and expect a big re-rate in 2026 (comparing to Almonty the valuation gap is immense).
Thanks for the kind words Timo. A number of smart people I know have been writing about the tungsten and EQR thesis. I’ll definitely spend some time on it during the holidays .
Great performance!
Thanks bud
Have a good Christmas break with your family! Usually not one to comment but i have thoroughly enjoyed all of your posts and thoughts, keep it up.
We have a fair bit of overlay in our portfolios there, hoping for good things in 26 from the ASPI/LODE stories. Had a look at MLP around the same time but couldnt pull the trigger - instead, researched the EQR.ax turnaround story and build big convinction there and sized this up. If you havent looked into, take a look. This might be up your alley, the risk/reward here looks excellent and expect a big re-rate in 2026 (comparing to Almonty the valuation gap is immense).
Keep up the posts, it is appreciated!
Thanks for the kind words Timo. A number of smart people I know have been writing about the tungsten and EQR thesis. I’ll definitely spend some time on it during the holidays .