/biz/ - Business & Finance

>>53471143
PMs: NEM for miner, WPM for royalty
Copper/base metals: Hold Teck, Glencore
Nickel: I am wary of nickel jrs from my experiences with silver/gold shitcos. Just hold VALE waiting for them to spinout a stock. Also watching premium nickel resources.
Tin: Loaded up on Alphamin resources after twitter china reopening posts in December. I'll sell at 50k tin or when chinks buy the company.
Coal: Held ARCH and now Whitehaven + Yancoal for 1 year. Took profits on whitehaven recently.
Ferts: Ever since NTR overproduced fertilizer for increasing food supplies, stocks have been crabbing. Still holding UAN. Sold NTR long time ago.
Oil/Nat gas: too diversified to list
Farmland: CRESY

Buy bayhorse and Klondike silver.

>>52916000
Checked.

I had 10k in PDBC a while back, but I ended up selling because it only has an annual dividend + its exposure in commodity sectors lacks what I feel I want to have. I'm more confident in like base metals, coal, and fertilizers for 2023.

I'd rather own companies I know are making boat loads of free cash and are dedicated to raising consistent divvies.

my other main commodity divvies:
UAN
ARLP
CEIX
AFMJF