6 Comments

Food for thought as always.

I'm curious, do you by chance have a public email?

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Sold off my Consun as well today. I want to hold more cash, I have a feeling some real bargains could be created in coming months.

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I think that if China is overrun by Delta or Omicron they will have to accept it and stop the zero covid. Their vaccines seem to work pretty well and treatments are also available so I do not worry too much for China, they just need to at some point forget zero covid.

Tessenderlo is very cheap indeed. I hesitated to buy some, or Picanol.

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