In short: Australian critical-minerals play — did a call with "Grant and the Tivan team." Part of the rare-earths / national-defense theme.
Tivan is an Australian critical-minerals company (rare earths and related materials). Rare earths are essential for magnets, electronics and weapons systems, and supply is dominated by China — making domestic alternatives strategically valuable.
He met with the Tivan team and likes it as a national-defense / rare-earths play, again favoring names with government ties as the West tries to build supply outside China.
17:16And so, we're looking for companies that have strategic relationships with governments. And we look at what's happening with rare earths. The United States — we talked about this in the book — the United States is way behind China, way behind Russia when it comes to critical minerals and national defense. There's a lot of plays there. A lot of ways to invest around it. And a lot of money to be made.
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