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2 sense: our 3 biggest mistakes, investing $100k, Core Lithium (CXO), DZZF, Twilio (TWLO), Owen says Dubber (DUB) is a no go & Rural Funds Group (ASX:RFF)

Australian Investors Podcast

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Mining

The cost of production is what's going to determine the fate of a mining company. The big companies like BHP that have super low cost bases, they are still cash flow positive. They're just boosting their resource and reserves at the expense of other investors who have funded that growth. I think a lot of those big dividend stocks that are the miners Fortescue, RIO, BHP, we're probably going to see lower dividends in the next two to three years.

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