Where do you find opportunity? What are you looking at? You

know, people will say, doesn't it bother you that people like commodities? Well, yeah, it does, except for they don't really like commodities.

They don't own them.

If you have 2% of your money in gold, do you really love gold? If you have less than 10% in all energy and commodities put together, do you love them? I would say no.

As an aside, we were at a conference a year ago with a you know, table full of, I don't know, 30 people maybe.

And we had talked about why we like platinum.

And somebody said, raise your hand if you like platinum.

Yeah, we are value

But how long how long you prepare to wait for that?

Well, that's also an interesting question.

Yeah, we take the DCF model and say people are assuming that they know the price every year and the quantity every year and they know the right discount rate, which is tough to do when the Fed had reached zero for so long.

And so we said that model doesn't really work.

Let's flip it upside down.

And so if uranium is 20 and it's going to go to at least 60, that's a triple discount.

And so we say, all right, it's going to triple.

That was all anybody wanted to