Very interesting thanks for this input. I was not aware of this (bless full ignorance) but it does directly impact me as I own RIO and BHP.
As mentioned above I own RIO and BHP since several years and specially RIO with the DRIP is one of my most successful investments even with the plumbing £. I bought them after my major subject in the university of resource management (in the Life Science curricula) around 2014. I’m aware of the impact on nature but still think that it’s better to have these “controllable” companies perform resource extraction rather than smaller local companies. That sad VALE is less diversified than RIO and BHP, therefore I had it on the radar for long time but never actually bought it (also never got assigned my puts).
Yes, they have increased their price quite a lot. However, I still think they are in a reasonable price range and will buy the next dip (I tried also puts but volume is almost inexistent).
TSE, seems to be a very small company with a market cap of about $20M, that is to small for me.
MUFG actually seems to be very interesting as well. What I actually find striking is the correlation of these companies I wonder if I should have bought simply a JP ETF rather than the individual companies. This remembers me of the Indian market some (maybe 2???) years ago where I could not decide on a company but should have simply bought a Nifty50 ETH (which I did not). Well in the end this is all just for fun beside my core VT and VWRL but it’s way more interesting to look out for companies 