Datt Capital's portfolio rotation was focused on midstream refiners, prompted by the impact of conflict on major refineries in the Middle East.

Emanuel Datt speculates that large investors are now viewing large-cap corporations as a safer investment than sovereign governments due to high global government debt levels.

Emanuel Datt expects to see upside in the valuations of Viva Energy and Ampol as their financial results are released in the coming quarters.

Emanuel Datt expects consolidation to occur in the junior gold mining sector.

The significant rise in energy prices has lifted the cost base for all commodities, acting as a key driver of higher commodity prices.

Datt Capital increased its cash position from high single-digit percentages before the recent conflict to approximately 30% currently.

Yancoal's acquisition of the Kestrel metallurgical coal mine was a strategic move to diversify its portfolio.

Datt Capital significantly cut its exposure to gold producers due to anticipated margin compression from higher fuel prices.

Chinese export bans on tungsten have created a significant price differential between the domestic Chinese price and the ex-China international price.

BHP was recently considering the divestment or breakup of its BMA (BHP Mitsubishi Alliance) joint venture.

Metals X has acquired a significant stake in tin developer Stellar Resources.

Refinery crack spreads have increased by 3 to 4 times compared to pre-conflict levels, which is expected to materially impact refinery economics.

The Australian 10-year bond yield is approximately 5%, while the US 10-year bond yield is around 4.6%.

New Hope is Datt Capital's largest position in the thermal coal sector.

Atlantic Lithium (A11), a lithium developer based in Ghana, received a takeover bid from a Chinese company.

Emanuel Datt believes that in a structurally higher energy price environment, it would be logical for Santos to prioritize the development of the Dorado oil field.

The Australian dollar has risen to 72 US cents, up from approximately 65 US cents before the recent conflict.

The Australian federal government has announced a 20% domestic reservation policy for Liquefied Natural Gas (LNG).

Datt Capital's first shareholder activist campaign was during the takeover of Echo Resources by Northern Star, at which time the fund owned approximately 4% of Echo Resources' register.

Emanuel Datt predicts that New Hope will eventually acquire full ownership of the Malabar (Maxwell) mine.