Anglo American stock is down 30%, but there should be a product supercycle developing?
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I’d be interested in your thoughts on BASF in which I am an investor. It seems the price is depressed on account of the Russian energy issues facing Europe but should come back should tensions subside.
It CAN go a lot lower…..the lower it gets, the more interesting….wait for 25 Euro per Share for a no risk-much reward scenario….
He made a video about BASF a couple of months ago.
https://www.youtube.com/watch?v=gHPQDJtuYCY
Thanks!
Can you check the Boliden?
copper and commodities are Sven’s bread, he proved many times how he understands them well…interesting
What’s his butter though?
@John T lol sorry this is not my mother tongue 😂
You did well with “Sven’s “. 90% of people in Youtube comment sections would spell that wrongly. 🙂
🙂
Thanks again Sven: very interesting!
My pleasure!
why now, the same applies, there, I am waiting for the right time!
What do you think about companies who recycle commodities? Aren’t they the future because it gets more and more difficult to mine?
Glencore is the best of both worlds as they are diversifying in to recycling.
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how do you see titanium for example “Kenmare Resources”. The price is down a lot but very little investments in nw mines the last 10 years. robots – space craft and the new iphone15 all need titanium however the biggest is titanium oxide used for coating and coloring things in white.
🗽 Similar to Rio Tinto. …looking currently very cheap, but these stocks ar VERY cyclical.
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Fun fact: if you had invested in Lundin Mining back when Carlin made a video about said company in October 2018, you would’ve been up 85% not including dividends
I will be happy with my 100+% Nasdaq 100 index investment, without dividends :)))
Well I’m down 14% in his Rubis call, so it’s not all peaches.
@mr. Black we’ll see how long that will last
I’m down 40% on his alibaba
With the slowdown in China, being a huge user and prices being down, should you be looking more in to coal?
I 100% agree. For cyclicals i use 10 yr historical tev/revenue and or historical p/b to assess the opportunity. What do you think of these market leaders and or oligopolies: Inwido, H+H International, Byggmax, Lerøy Seafood, Focusrite PLC, Instalco and Dustin Group? They are all opportunistically cheap. Thanks!
Always amazing to hear your perspective! Thank you Sven!
“if it’s important for something else then run away” haha 😂
Thanks so much for your analysis. I agree with the thesis on commodity investing. I’ve applied this approach to BTC. I see it as a commodity, cyclical in nature. Why do you not view BTC as such? Thanks for your perspective
Because nobody needs it
Hi Sven, AMR and CEIX, cyclical commodities, to consider
Well done!
Hi Sven, do you have any opinion no uranium? The price has been climing steadily and is now at around 70$ a pound
I would wait for 2015-2016 event in commodities stock market before buying.
is there a good stocks ? last videos only don’t buy 🙂
I buy one stock every few years, so it is up to you, this is also a buy for some!
Well to be honest Rubis and Acomo haven’t performed very well lately, let’s wait and see….