How I Invest 💸 Part 2
Discovering Asymmetrical, Contrarian Investing ('inflection investing') ☢️ Energy Stocks 🛢️ Investing for Maximum Freedom & Flexibility in my 30's 🆓 % Breakdown of my portfolio 📊
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Part Two of > How My Investing Philosophy Evolved Over The Last Decade
Bit of a longer one ✍️ but it has a few nuggets, so strap in!
0 - TLDR ⏩
1 - Who I Follow(ed) to Form My Financial Views🧐
2 - Doing a Complete 180 On My Entire Approach to Investing, from 2020 💭
3 - Investing in Energy 🛢️ The Energy Thesis - skip to here for the meat and potatoes.. 🥔
4 - Betting Against ‘Net-Zero’ - A Vehicle to Increase Your Wealth Over the Next Decade 🤫
5 - Summary 🏁 Maximising Freedom in my 30’s
Never had a loan or been in debt (besides student debt, paid off).
Never touched crypto - no crypto pumps.
Quit my job in mid 2023 at 33 and have since watched the portfolio grind higher by about 200k, all while slow travelling Europe & now Latin America.
I realise that financial ‘success’ is all subjective. There are 24 year old entrepreneurs out there who are multi-millionaires, & others in their 50s who are paycheck to paycheck, it’s all subjective, it’s your own journey.
0 - TLDR (too long didn’t read) ⏩
Recapping from the last post.. 👇
Property investment and Australia’s obsession with it never sat well with me, even before I had any money.
Discovered the Financial Independence Retire Early ‘FIRE’ movement in my mid-20s - and started pumping 70%+ of my salary into amassing Vanguard ETFs & Aussie LICs.
2019 - Met
through my mate in the villa I shared with them in Bali. Started to listen to s investing ideas through his old free newsletter.Late 2019 - Started to get convinced to take more ‘risk’ in my investing; and wanted to enter the uranium trade.
2019/2020 - Stubbornly and stupidly had the idea that I should hit 110 - 120k in passive ETF’s in the portfolio, before diversifying into ‘riskier’ single-company stocks.
2020 - Started my first (small) positions in uranium during the COVID crash.
Slowly convinced myself of
s style of asymmetrical investing over 2020 as I learnt more about it, and began pivoting into uranium and offshore oil drillers.Saw a few of my good mates make some huge returns off the initial moves in uranium in 2020, felt proper investing FOMO for the first time (IYKYK 😣).
Early 2021 - dumped everything into uranium and offshore oil, better late than never, but still missed the big asymmetrical moves off the bottom.
Watched some of the positions in the portfolio go into the red ~10% for most of 2021, but had conviction in the thesis. Kept adding as much salary as I could afford.
2022 - Started to take some small positions in coal mining companies (more on the coal trade in the future), but still putting most of my salary into uranium and offshore oil.
2023 - had enough capital with no debt to comfortably quit my job and go overseas for the long term to start a new chapter. Portfolio total return was marching towards 200% (since 2021, not too bad).
It was difficult to pull the pin as my career/ladder climbing was going well with a big salary and decent job, which I actually somewhat enjoyed.
2024 - Portfolio north of half a million AUD and continuing to grind higher through gut-wrenching volatility as the energy thesis gains traction.
2024 > Playing the waiting game; plans to (hopefully!) start scaling out of uranium positions in 2025 - using the capital to invest in a cashflow producing, location independent, online business portfolio (again more on this in the future).
Plans to use some of the capital to start building out a portfolio of coal mining companies for the long term (10 to 15 years) for cashflow (more on this in the future). Another chunk of the portfolio is in offshore oil service companies, which will probably hold and add to over the next 3 to 5 years as the oil bull market matures.
1 - Who I Follow to Form My Financial Views 🧐
The bullet points below outline sources that helped to form my current contrarian investing philosophy. Have a read and DYOR if any of this interests you. There are obviously many others in this list, but the below sources helped form the ‘core’ of my contrarian thinking.
As with anything in life, never blindly copy or ‘guru’ anyone or anything. Absorb what they have to say, sit with it for a while, question everything and try to apply what fits to aspects of your own life. I find that the 80/20 rule is useful here; even if you find someone you agree with completely, always try to play devil’s advocate on 20% of what they say.
- NZ Trader and all-around great bloke who I lived with in Bali for a while in 2019/2020. Probably 70% of my investing philosophy comes from Ferg’s initial ideas. He runs a paid Substack that is worth its weight in gold.
- A grumpy Texan with a very contrarian way of thinking. Found him back in 2020 when he interviewed
. Puts out a free weekly rant on YouTube that I never miss.Chris MacIntosh & Brad McFadden from Capitalist Exploits - Chris is a very politically incorrect South African (which I love as an Aussie) and Brad is actually mentor to TraderFerg (you can see the pattern here). They run a small hedge fund.
Goehring & Rozencwajg - A research firm focused exclusively on contrarian natural resource investments. They put out incredibly detailed free quarterly reports on the commodity markets, and have been correct in most of their macro predictions over the long term.
Harris ‘Kuppy’ Kupperman - Kuppy runs a small hedge fund out of Puerto Rico, has a great blog worth following and is a great listen on podcasts, interviews & Twitter.
Vaclav Smil - (non-financial, but related) For understanding the physics behind the global energy system, and why ‘net-zero’ is nonsensical physics-denying hyperbole.
wrote a great piece on Vaclav recently here.Andy for charts - I sit on the side of the fence that charts and chartists are generally full of sh*t, and that 90% of investing for asymmetry should be based on fundamentals; however, Andy has a great YouTube channel on technical analysis (though he posts way too frequently IMO).
A quick side note on financial chartists:
During my career as a geologist, it was commonly held that a Geophysicist could always tell you where an economic ore deposit was situated after it had already been delineated by conventional drilling methods (I love geophysics but geophysicists are an even stranger breed than geologists). I feel the same about financial chartists; they always look back with hindsight and point out how obvious it was that X happened due to the chart pattern, while never discussing how 98% of their predictions turn out incorrect. This is on steroids in the crypto markets.
2 - Doing a Complete 180 On My Entire Approach to Investing, from 2020 💭
As outlined here, I Met
through my mate when I moved into a villa with them in Bali in 2019, during my monthly 2 weeks off from working at an underground nickel mine in Western Australia.Ahh, remember 2019 😔 flying was cheap, the stockmarket was at all-time highs and I was earning a ~150k salary while spending half my life living in S.E Asia/Bali.
Life was great and the future was exciting. And then in January 2020 a bunch of elderly Italians in Milan started to drop dead from an anthropogenic Chinese flu 👀.
2019
A good mate of mine had been investing in uranium already for about a year, and although I understood and believed in the thesis, I stubbornly and stupidly wanted to hit 110 - 120k in passive ETF’s in my portfolio, before diversifying into ‘riskier’ single company stocks (talked about my problems with the FIRE financial independence in the first post).
The issue I have is that I’m the opposite personality type of ‘shiny object syndrome’ - we all know these kinda people. I never chase the latest fad but instead get rusted on with my opinions and take a long time (years) to change my views on things. This can be good & bad; in that I tend to ‘stay the course’ with decisions, but often miss opportunities.
It’s funny because (RE the uranium thesis) years earlier in my early 20’s, I had read this excellent book by Richard Martin on the history of nuclear power, and thorium as an alternative source of energy - so I was completely sold on (specifically) the nuclear energy thesis, but just unable to change my views on investing in passive ETFs as my primary wealth generating vehicle fast enough.
s old website is still active here, and his initial articles are what catalysed my thinking slowly towards the idea of investing in cyclical, asymmetric sectors over the course of 2019 and 2020.Asymmetrical Investing 🤔Que Es?
The simple idea that certain sectors go through continuous multi-decade cycles, which continue to play out with time, but are usually forgotten about by the mainstream financial pundits.
This type of investing that Brad, Chris and
look out for involves identifying hated, ‘bottom crawlers’ (charts) in a certain sector (e.g. uranium, coal, dry bulk shipping); looking at the fundamentals within the sector to see if it is about to begin its long cyclical trend from ‘forgotten’ to ‘in vogue’, or from ‘really fking awful’ to ‘just awful’ (where the most money is made).Investing for asymmetry is a long game (no trading). Simplified, you basically need to do the work to form the conviction on the specific sector; park a non-insignificant chunk of capital across a number of companies (that won’t go into chapter 11) within said sector (at or close to the bottom); and then simply wait (typically for years), comfortable in that fact that when the sector eventually does inflect, your gains will outperform the opportunity cost of having the capital sitting there idly (potentially for many years).
Kuppy calls this ‘inflection investing’. Essentially, you invest in a basket of ‘good’ companies within a given sector (diversify your risk), get in as close to the bottom as possible, and simply wait.
Never trade in and out - you’re not that smart. Buy, hold, wait.
We thrive in investing in severely out-of-favor industries, typically constrained by capital. - Goehring & Rozencwajg.
The main risk here is the opportunity cost of having to wait too long for the sector to inflect; i.e there comes a point where the capital could have been better used elseware as a function of time. Chris Macintosh talked about this with uranium, in that even though now they are making insane returns that are worth it (hurdle rate), they were investing in ☢️ back in 2016; so nearly five years of watching their capital do nothing.
This investing style could also be somewhat related to Nassim Taleb’s Black Swan style of investing, another great book for the serious contrarian investor.
2020
I jumped onto the uranium train with a few relatively small positions during the COVID crash in 2020, though as mentioned previously, still kept most of my wealth in the ‘FIRE’ type ETFs as I thought these would act as a hedge against ‘risk’ (stupid).
I had about 100k in a portfolio at the time in early 2020 - if I’d gone all in on uranium, coal and offshore drillers (as
talked about at the time) I would have well over 1 million $ of paper wealth now. Hindsight is always 20/20 and it is a good life lesson learnt.End of 2020/start of 2021
I saw three of my friends make some big 100%+ gains in their portfolios (in a few months) as the uranium miners initially began to leave the station 🚉. It only took me 18 bloody months to convince myself 🤦♂️ but I finally sold all the ETF’s and LICS (actually made about a 20/30% profit which is good for passive..!) and put them all into about a 70/30 uranium/offshore driller split.
2021
Watched some of the uranium positions go into the red ~10% for most of the year, but had conviction in the thesis, and kept adding as much salary as I could afford over the duration of COVID, with a savings rate north of 65% (More on the importance of savings rate below).
During the COVID years my career progression (finally) went into a higher gear. I started to get promotions and pay rises (promoted to Senior Underground Mine Geologist) - Importantly during this time I kept my lifestyle creep in check, and managed to keep my savings rate high (besides spending about 20 grand decking out a Landcrusier for camping….😬).
Another post for another time - but it is funny how ‘climbing the ladder’ did not leave me with any great sense of fulfillment or achievement (long-term), as I assumed it would. After every promotion, I had the same anti-climatic feelings that I had when I graduated from uni.. It’s also funny how most people I worked with in the mining industry (80% great people) had their whole identity tied up in their job title, including when they were on break 🤔 anyway that’s not for this piece!
2022
The uranium and offshore theses had definitely left the station 🚉 and although I’d missed out on the biggest asymmetrical moves, the portfolio was looking healthy, and was well above 100% green in less than 2 years after changing the whole way I approached investing; about 100k to 250k in less than two years.
I began to start sprinkling some capital into ‘the coal trade’ - I won’t go into that here (not my idea), but look into The Tobacco Trade and the similarities if you want a 101.
Savings rate and being frugal - Quick rant to any youngsters reading..
Another thing that is VERY important for anyone in their 20’s - DO NOT buy stupid toys, especially cars (more than 10k) during this time, and definitely do not go into debt. Working in the mining industry for over 8 years, it was the norm for me to see young fellas <26yrs, earning >150K annually and (as is typical in Western Australia) going into debt to buy $100k Toyota Landcruisers (or similar) - Dumb!!!!! (My old Landcruiser above only cost me 15k…).
In you 20’s - Spend your money on doing fun shit with your friends like camping, house parties, cheap travel, music festivals, hiking & morning coffee/sunsets with your girlfriend/mates - these are the best memories from my 20’s by far, and usually cost far less than $300 for an amazing weekend, and maybe less than $3/4k for a solid month in S.E Asia (well it was ‘back in my day’, substitute Mexico for Asia for you Americanos?).
Live like a monk in your 20’s (especially if you have a good salary) and plough as much dough into your brokerage account as you can, your 35+ year old self will thank you!
3 - Investing in Energy 🛢️ The Energy Thesis
There are now countless Youtube videos, Twitter accounts and blogs devoted to explaining the energy thesis in terms of an investment vehicle. If you are new to the concept, again I would recommend reading
s old website articles here as a start, and if you are serious about this type of investing, you should sign-up to his Substack, it’s the best financial decision you will make.The ‘Core’ Themes of Investing in The Energy Bull Market⚡🐂 & My Rough Portfolio % Allocation
Check the links if you’re interested in starting your own research into the sectors.
It’s your money - it’s your responsibility.
1) Uranium ☢️ ~70% of the portfolio
Still the sector with the most bullish upside, and where about 70% of my portfolio lies.
Nuclear is the only form of renewable/emission free electricity (Hydro too but we have basically already dammed everything available on earth, without flooding huge additional areas of land). For those reading who may still have doubts about nuclear, please see the works of:
…new supply will come from restarts of old projects and some brownfield expansions, which will fall short of meeting current and future reactor demand. Consequently, we believe the deficit will worsen, pushing prices far above our theoretical long-term equilibrium of $125 per pound. - Goehring & Rozencwajg.
2) Offshore O&G Drillers 🛢️ ~25% of the portfolio
Oil is going nowhere (We consume more oil now than we did before COVID, and still increasing every year); this is a capital-staved industry that has been propped up by the recent US Shale boom over the past decade.
~25% of my portfolio. The offshore drilling sector is already inflecting; however unlike uranium, it hasn’t yet ‘left the station’ (not financial advice!).
Humanity will have to turn to capital-starved, long-cycle offshore projects as it becomes clear the shale miracle can't be repeated. Offshore drilling will keep attracting capital as it's where some of the lowest breakevens are. -
3) Coal 😶🌫️ ~5-10% of the portfolio
Coal consumption is also going nowhere, and is set to double by 2050. Remember, even if the percentage of coal as a global source of energy halves by 2050 (it won’t!), the global consumption of coal would still more than double, simply due to the increase in global energy demand from the developing world (developing nations going through their ‘S-Curve’). Few in the West understand or appreciate this - again this is a whole other topic.
Look into the ‘Tobacco Trade’ of the 1990’s - tobacco companies were by far best performing sector in the stockmarket when you include dividends reinvested - leaving morality out of it. Then understand that the Coal Trade is a similar long term play on insane cashflow and share buybacks (that also helps lift poorer nations out of poverty through energy security).
Investing in coal is also a direct hedge against investing in uranium (though I expect both to do well).
Coal does well when humanity does not invest in the thing that it should invest in for energy (nuclear), and instead invests in low EROI renewables. Coal and Nuclear are therefore natural hedges against one another - Butchering a quote from an old piece.
~10% of my portfolio - Plans to boost coal to the bulk of my portfolio over the next 2 to 5 years (will discuss in later pieces).
4) Miscellaneous - Tin, Crude Oil Tankers etc
Again, do your own research and subscribe to the links I mentioned at the start of this article. More niche sectors that are hated, capital starved, and bottom crawling.
I don’t have much capital in ‘Misc’ sectors yet (about 10k AUD in tin, which has done well - MLX), but there are certainly more opportunities out there.
A final, very important point on asymmetrical investing
By investing in a basket of companies in a given sector (diversifying), say for example 10 companies in sector X (at the bottom); even if three of those companies were to become insolvent and go to 0 (you lose all your money), if one company goes up say 7x, it will more than offset any losses from your dusters.
This is very important to understand, and key to investing in an asymmetrical portfolio. Ideally none of the companies go to zero, and at least 5 will 5x over the years, but this diversification is what protects you.
In my own portfolio, I have not lost money on any companies (yet), but have had a number that have traded sideways for a few years (~10% gain). It is important to not become emotionally attached to these investments, and sell them (even at a loss) so you can redeploy the capital in a new, asymmetric opportunity.
4 - Betting Against ‘Net-Zero’ - A Vehicle to Increase Your Wealth Over the Next Decade 🤫
I understand I might lose some people here who have strong beliefs in certain popular narratives. I might not change your mind, but please, hear me out.
Essentially, by investing in capital-starved, hated, cyclical sectors (for example; the sectors mentioned above) we are taking the other side of the bet that the world is making on;
Renewable Energy.
Electric Vehicles.
The Climate Catastrophe Argument.
Fossil Fuels Disappearing.
ESG (Environmental, Social, Governance) - Which basically ties the above four points into an ideology for companies to follow.
Starving an industry of capital (e.g oil & gas or mining through ESG) that is essential to the survival & progress of humanity is not a good idea.. Perhaps not a directly analogous example; but would you starve schools of funding and expect and overall improvement in the level of education? No, logically you would increase funding, but with a strict set of regulations and or targets.
ESG is essentially a product of the pre-covid, cheap (free) money environment. ESG does not add value, but instead constricts capital (and adds lots of bullshit new jobs). This capital constriction will actually help make us wealthier over the next decade if we play it right, as the sectors starved are essential for human survival/progress (more below). I think in 2024 we are starting to reach ‘Peak ESG’ as companies bottom lines suffer.
Remember, these are ideas that I formed from following the people I mentioned at the beginning of this article.
TLDR - What I am trying to convey is that:
‘Net-Zero’ and the ‘Green Agenda’ will help set the stage for an epic (but volatile) energy bull market over the next decade..
Position accordingly now if you can, to set yourself and your family up financially for the future (and don’t even get me started on inflation, I talked about it in my first post).
I encourage anybody to ‘do their own research’ 😲 into this - but once you understand the physics of the global anthropogenic energy system and particularly EROEI, most people have a ‘red pill’ moment once they come to understand the batshit crazy, physics-denying assumptions behind ‘net-zero’.
What we are really betting on is the Insatiable, growing demand for energy from the other 7 billion poor people on our planet 🌏
I’m rambling a bit now, but will use a few more examples to convey the message.
Regarding the master commodity, Oil 🛢️ - People were literally locked in their homes for over a year, the economy was ground to a government-induced halt, air travel completely ceased; and what happened to oil demand?
It only dropped by 7% in 2020…
This is something that not even oil bulls predicted (at the time most predicted at least a 20% drop, while the left of centre MSM pundits predicted the ‘end of oil’ 🤦♂️).
The ‘black gold’ is intertwined into every aspect of our modern lives, like it or not. Do not take seriously anyone who tries to sell you oil is going away in our lifetimes..
Another key point regarding energy use as a whole (lump oil, nuclear, coal, gas etc), is that the developed ‘Western’ world consists of ~1.3 billion humans, who consume >60% of the world’s energy. The remaining ~6.5 billion humans in the developing world consume the other 40%… Skewed much?
To articulate this concept far better than I could, see this piece by Vaclav Smil; a 48-page report published recently by the Fraser Institute, “Halfway Between Kyoto and 2050: Net Zero Carbon Is a Highly Unlikely Outcome,”.
“To talk about energy and the economy is a tautology: every economic activity is fundamentally nothing but a conversion of one kind of energy to another, and monies are just a convenient (and often rather unrepresentative) proxy for valuing the energy flows.” - Vaclav Smil.
Smil exposes the enormous scale of global energy use and the massive cost of attempting to eliminate hydrocarbon use. Talk about using facts, numbers and hard data to support your hypothesis..
Smil’s entire report is a must-read document for anyone interested in a sober look at our energy and power systems.
On the face of it, and even without performing any informed technical and economic analyses, this seems to be an impossible task given that:
We have only a single generation (about 25 years) to do it;
We are not even close to reaching the peak of global consumption of fossil carbon;
The peak will not be followed by precipitous declines;
We still have not deployed any zero-carbon large-scale commercial processes to produce essential materials; and
The electrification has, at the end of 2022, converted only about 2 percent of passenger vehicles (more than 40 million) to different varieties of battery- powered cars and that decarbonization is yet to affect heavy road transport, shipping, and flying.
None of this will come as a surprise to students of energy history as global energy transitions have always been protracted affairs.
Oil and Energy - Summarised Thoughts
The following quote from fellow Substacker Arjun Murti (who you should absolutely follow for global oil macro), sums up my thoughts on the future of oil, fossil fuels and energy as a whole going forward (which you can extrapolate into the climate catastrophe argument).
The Lucky 1 Billion of Us use around 13 barrels of oil per person per year (up to 20 barrels per person per year in some of the richest countries). The other 7 billion people on Earth use just 3 barrels (with many African countries using just 1 barrel per person).
Our definition of social justice is that everyone is someday similarly rich—thanks to a mix of capitalism, markets, innovation, and limited government—which we believe would correspond to everyone on Earth using around 10 barrels of oil per person per year (remember this is still less than what the average person in West uses currently). This would equate to a total addressable market for crude oil on the order of 250 million b/d, well above 2023 oil demand of 103 million b/d. - Arjun Murti.
Yes, 250 million barrels of oil per day, well over double the current rates of production of 103 b/d, which by the way, is already more than we consumed in 2019 before COVID. But Just Stop Oil right? 🤦♂️
To be clear, Arjun goes on in that piece to say he does not think it possible for us to get to 250 b/d, and that alternative, likely synthetic forms of fuels will be created to meet the growing demand.
As the three barrels in the developing world go to four+ barrels by 2050 (not the 13 that we enjoy already in the West..), and as populations in the developing world go from 6.5 billion to 8.5+ billion, we’re going to double the global energy system from 60k terawatt hours to 120k terawatt hours.
Again, that is the crux of the message;
Insatiable, growing demand for energy from the other 7 billion poor people on our planet ⚡🌏
A personal prediction of mine is that the oil-rich middle east countries (UAE, Saudi, Bahrain, Qatar) will become one of the richest geo-political regions in the world in the next 40 years, contrary to what many predict.
Ultimately, what I am trying to convey above is that the stage is set for an epic energy bull market over the next decade 🐂
Look into some of the sources I listed at the beginning if you are interested in investing your own capital, I am not going to promote other’s ideas & specific stock recommendations here.
Position accordingly now if you can to set yourself and your family up financially for the future.
5 - Summary 🏁 Maximising Freedom in my 30’s
Went into the weeds a bit there 👆 apologies. Lets go over it all succinctly.
While I am still young, debt-free and with no kids, I have taken a ‘risk’ by betting the farm (my entire networth) on investing into an asymmetrical sector (energy) over the next 4 to 10 years. ‘Risk’ in inverted commas, as I believe it is more ‘risky’ not to put your capital to work while you are <40yrs old without kids or dependants.
Maximising Freedom and Flexibility in my 30’s 🆓
2024 is the year of playing the waiting game for the uranium thesis to play out, with plans to invest the gains in ~2025 into my own online businesses 💰Keeping in mind I have already made ~200%+ on average across off most of my uranium positions.
All of this is barring a Fukushima 2.0, in which I’ll probably be back on a drill-rig in Australia 🙃
It would be fair to say that at 34, I am certainly not ready to ‘settle down, buy a white picket fence and have kids’ (although I do want this in the future). I understand that this makes ME the minority, the black sheep 🐏 and I am fine with this.
However, for someone who perhaps wants to get off the hedonic treadmill, who dreads the mundane, repetitious nature of their 5 to 9, who feels more comfortable in going against societal norms and has a ‘gut feel’ that taking out a 1.1 million dollar mortgage at 29 might not be the only option for financial ‘success’, following a similar path may resonate with you.
Deciding not to go into the Australian property ponzi market as soon as I had a salary, & instead go balls to the wall dumping everything into stocks with huge asymmetric potential, quitting my job and coming over to an incredible part of the world 🌎 where I can live a much higher quality of life at a fraction of the cost of Australia by geo-arbitraging my expenses/life, is the best decision I have ever made.
The way I have chosen to invest suits me perfectly at this stage of my life. It allows the freedom to live/travel overseas while I figure out my next moves (starting my own online revenue streams next year), and hopefully put down some roots in Latin America in the form of relationships & residencies, potentially leading to eventually breaking tax ties with Australia 🤞.
Vote with your feet 🐾 Go where you’re treated best
Separate issue that I will write about in the future, but briefly;
I love Australia 🦘 and I won the lottery of birth to grow up there, and similarly working in the Aussie Mining Industry 👷♂️💰 However, after the insanity of the covid years, and witnessing the complicity of the Australian population to all the covid nonsense (amongst many other things), I was left with a sad feeling of not wanting to invest in a country that does not align with my values (the current nuclear energy ‘debate’ is another small nail in the coffin for me at the moment 😔).
Still figuring all this out, but I am leaning towards putting down more roots in Latin America in the future 🙂
El Fin 🙋♂️
Explore the links and sources listed above if this is of any interest to you ☺️
Appreciate it if you made it this far 😹 hit the ♡ button & subscribe/share.
Cheers ! 🍻
Tom - Van Diemen 🦘
the only thing that worries me q bit...
There are now countless Youtube videos, Twitter accounts and blogs devoted to explaining the energy