Tactical Commodities Basket - Stock #2

A preferred play on sand & cement for inclusion in the Tactical Commodities Basket.

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In this issue of the newsletter, I profile my preferred equity play on cement and sand for inclusion in the Value Situations Tactical Commodities & Materials Basket. Both Vaclav Smil and Ed Conway highlight cement (or its key ingredient sand) as being fundamental for global infrastructure and rising urbanisation, a major inflationary theme.

Following a review of the sector, my chosen play on this theme is …