When it comes to value investing, a place where one can currently find value is the commodities sector. Commodity stocks... Continue reading
Southern Copper Stock Analysis - Summary If you're looking for low-cost mining, high margins, long life assets and growth, SCCO... Continue reading
Structural trends ahead are electrification, renewables, EVs, increased travel and continuous, fast economic growth in developing countries with approximately 6... Continue reading
Lithium Americas stock price is trading at a 90% discount to the combined net present value of the two lithium... Continue reading
Albemarle business overview Lithium Albemarle investment thesis Lithium cost curve Current analysis of Albemarle + the growth story Albemarle –... Continue reading
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