15 Year Time Horizon Recommened List


Key Issue: Who do we purchase if the market corrects 20-40 percent?

Key Issue: Who should we consider investing in when we are ready to leverage our rhodium position ?


Transaction Money: $USD

Base Money: Rhodium $4,500 per troy ounce 95 percent

Example: $100,000,000,in value $95 million in Rhodium $5 million in cash

Loan: Private company equity participation: Anthropic, OpenAI private equity rounds qualify.

Consolidators: IBM, Microsoft, Google, Diligent

Visionaries: OpenAI ($85 billion valuation round), Anthropic ($15 billion valuation round)

  1. $15 million Anthropic (15% of total loan 2 percent)

  2. $15 million OpenAI (15% of total loan 2 percent))

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Key Issue: Are there places to di(c)e fo(u)r ?

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Research Note: Sentient, Intelligence Analysis System