[%ZRME%] personally I find it difficult to trade metal commodities. but I do like those niche players in the space that can consistently generate good FCF no matter the season, especially more so if they are in net cash position. 

Of all, [%CWGS%] comes to mind, as well as [%xXHr%] , in no small part influenced by the mental models of [%vMUc%] himself haha

While riding a trend, sometimes the best thing to do is , instead of finding a laggard, to just ride the leader. In this cycle, it seems like [%kjKg%] is taking the cake. [%MwPi%] could be interesting too, as a cheaper alternative to Pmbtech while having the same-ish moat. 

Off topic, but I am quite optimistic on plantations hahaha, and I believe the FCF will surprise on the upside. But I could be wrong.

@LittleShare personally I find it difficult to trade metal commodities. but I do like those niche players in the space that can consistently generate good FCF no matter the season, especially more so if they are in net cash position. 

Of all, $KLSE-ASTINO comes to mind, as well as $KLSE-ULICORP , in no small part influenced by the mental models of @boncos himself haha

While riding a trend, sometimes the best thing to do is , instead of finding a laggard, to just ride the leader. In this cycle, it seems like $KLSE-PMETAL is taking the cake. $KLSE-OMH could be interesting too, as a cheaper alternative to Pmbtech while having the same-ish moat. 

Off topic, but I am quite optimistic on plantations hahaha, and I believe the FCF will surprise on the upside. But I could be wrong.

$PMETAL / 8869 (PRESS METAL ALUMINIUM HOLDINGS BERHAD)

$ULICORP / 7133 (UNITED U-LI CORPORATION BERHAD)

metal based future commodities are trending upwards. @boncos @terence775 any stock insights?