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Are we heading into a commodity supercycle?

Nesan Nair of Sasfin Securities on resource stocks continuing their run. Nico Muller, Implats CEO, unpacks the company’s record dividend and expansion plans. Martin Freeman, Orbvest CEO, talks investing offshore post the budget speech.

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Super cycle? don’t be fooled

The bubble already started, minerals/resources are next (give it about one week)

Prices at these levels are not sustainable, looks like the BTC hype

End of comments.

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