I like some offshore drillers im in odfjell drilling, cosh and ventura. Transocean should do well the next several years as well. Lately ive been looking at who would benefit if Japan accelerates their nuclear restarts because of the Iran war. Bought some Nippon Gear and Japan Steel Works this week. I've been in TVE and mitsubishi heavy industries for a while and thinking about Okano valve.

Yunnan Tin is the greatest tin play of this generation. Alphamin is a good choice because it's one of only a few tin miners outside of China. There will likely be a pullback in copper and if there is, I will buy more. I love Ivanhoe and I try to listen to all of Robert Friedland's pompous speeches. He has a solid track record going back to the 70s when he was picking apples with Steve Jobs and trafficking LSD.

I don't know much about Lundin Mining but Rick Rule and the Youtubers love them. I did consider buying TransOcean in January but I ended up investing in Oneok instead.

I don't own Glencore but I really respect Glasenberg for his principled and ethical commitment to coal. I really hope Rio Tinto will acquire Glencore.

I'll look into NGEX. I personnaly wouldn't touch Japanese stocks with a ten foot pole.