Ambrose reports Goldmans as saying that a new commodity supercycle is starting.
https://www.telegraph.co.uk/business/20 ... -underway/
Maybe time to move out of tech and back to miners and the oilies?
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Commodity Supercycle starting?
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- Lemon Quarter
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Re: Commodity Supercycle starting?
scrumpyjack wrote:Ambrose reports Goldmans as saying that a new commodity supercycle is starting.
https://www.telegraph.co.uk/business/20 ... -underway/
Maybe time to move out of tech and back to miners and the oilies?
Well just in case it is (time), I recently took a position in BERI and am wondering whether to top it up.
It holds miners, gold miners and energy stocks (renewable and non-renewable).
Yield: 5.54%. Disc 15.36%. Dividend paid quarterly.
https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.01
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- Lemon Quarter
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Re: Commodity Supercycle starting?
richfool wrote:scrumpyjack wrote:Ambrose reports Goldmans as saying that a new commodity supercycle is starting.
https://www.telegraph.co.uk/business/20 ... -underway/
Maybe time to move out of tech and back to miners and the oilies?
Well just in case it is (time), I recently took a position in BERI and am wondering whether to top it up.
It holds miners, gold miners and energy stocks (renewable and non-renewable).
Yield: 5.54%. Disc 15.36%. Dividend paid quarterly.
https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.01
Beri good idea?
Re: Commodity Supercycle starting?
I did the same as richfool.
Just a tilt in that direction.
Specifically, commodities producers had a near death experience but 4 years ago. They should be in decent shape as these things focus the corporate mind.
We will see....
W.
Just a tilt in that direction.
Specifically, commodities producers had a near death experience but 4 years ago. They should be in decent shape as these things focus the corporate mind.
We will see....
W.
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- Lemon Quarter
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Re: Commodity Supercycle starting?
richfool wrote:scrumpyjack wrote:Ambrose reports Goldmans as saying that a new commodity supercycle is starting.
https://www.telegraph.co.uk/business/20 ... -underway/
Maybe time to move out of tech and back to miners and the oilies?
Well just in case it is (time), I recently took a position in BERI and am wondering whether to top it up.
It holds miners, gold miners and energy stocks (renewable and non-renewable).
Yield: 5.54%. Disc 15.36%. Dividend paid quarterly.
https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.01
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BERI is quite small - c.100m and has quite high charges - 1.30 .
BRWM is cheaper and bigger ..
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- Lemon Quarter
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Re: Commodity Supercycle starting?
jackdaww wrote:richfool wrote:scrumpyjack wrote:Ambrose reports Goldmans as saying that a new commodity supercycle is starting.
https://www.telegraph.co.uk/business/20 ... -underway/
Maybe time to move out of tech and back to miners and the oilies?
Well just in case it is (time), I recently took a position in BERI and am wondering whether to top it up.
It holds miners, gold miners and energy stocks (renewable and non-renewable).
Yield: 5.54%. Disc 15.36%. Dividend paid quarterly.
https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.01
============================
BERI is quite small - c.100m and has quite high charges - 1.30 .
BRWM is cheaper and bigger ..
Yeth, agreed, but, BERI has a higher dividend yield, is at a larger discount, and invests in miners, commodities, renewable energy and conventional energy (oil), whereas BRWM only invests in miners.
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