FIL remains one of my core positions in the portfolio. The project fundamentals are solid and the asset appears significantly undervalued at current levels. The full narrative might not unfold until around July timeframe, but that doesn't bother me—there's real opportunity in scaling into this at lower prices and gradually taking profits on the way up. The beauty of this strategy is you're not forced into risky leverage or derivatives; spot trading gives you the peace of mind and flexibility to execute across multiple cycles. That's the disciplined approach here.