Cameron Gleeson

And then obviously the tailwinds to something like XMET from not only energy security concerns, so people looking to get off oil, but also the pure demand pool from AI are really strong.

And then if I can throw one last one in there, we still have a strong view on gold being a good diversifier.

Interesting.

There's obviously a couple of different ways you can play that, but structurally we're seeing the Australian dollars strengthened this year.

And so we think currency edge gold makes sense.

You can get that exposure to gold bullion through QAU, which is generally the way most people would seek that exposure.

They treat it as a commodity asset class.

So gold bullion is the commodity.

Or otherwise, you can get exposure to MNRS, which is gold miners.

Yeah, global gold miners, currency hedged, which tends to be more of a leverage play on gold, horses for courses.

But it gives you, you know, some potential sort of downside protection depending on how things work out.

You don't want to have all of your apples, obviously, in...

All your eggs in one basket, to use the analogy.

But I like that combination of hard commodities with really the strongest technological theme that we have in the world today.

Sean, thanks very much for having me here.

I haven't seen Project Hail Mary yet.

I'm looking forward to it, but you're right, that's probably one of the triggers, isn't it?

I think you've highlighted some of the keys there.

The momentum and the interest in SpaceX potentially IPOing on the NASDAQ has been a strong driver of interest.

But more generally, we're starting to see an ecosystem of companies involved in the space industry, which are making very significant progress.