Search Results for: copper

  • 31 Aug
    How Things Have Quickly Changed On The Outlook For Copper

    How Things Have Quickly Changed On The Outlook For Copper

    • Everyone was negative on copper just a year ago. Today, most are positive.
    • There are two factors that help determine whether there will be a future turnaround or not for a commodity.
    • The nice thing is that all the data is easily accessible with a bit of research and a long term view.

    Introduction

    I’ve been writing about the imminent supply gap in copper for about a year and a half now. However, when I first came out with this thesis, the copper environment was extremely negative.

    The following headlines are an example of just some of the negativity surrounding copper in the last three years. More →

  • 22 Jun
    Why I’m Getting More And More Excited About Copper

    Why I’m Getting More And More Excited About Copper

    • Forecasts on electric vehicle market penetration are getting more bullish.
    • At the same time, copper is already in a supply deficit.
    • Every copper miner is different, so be careful out there.

    Introduction

    I’m a value investor looking for low risk investments that will lead to high returns. Therefore, when I hear Elon Musk talk, I don’t get excited as an investor because the risk is too high for any potential return as there is a probability that TSLA goes bankrupt when a recession comes along or that it doesn’t turn a profit in the next decade as margins will probably get competed away. More →

  • 19 Feb
    Sunday Edition: Copper May Be The Strongest New Bull Market Over The Coming Decade

    Sunday Edition: Copper May Be The Strongest New Bull Market Over The Coming Decade

    The Escondida mine problems are only the tip of the iceberg for Copper, which appears to be in a bit of a panic since workers of BHP Billiton Ltd.’s Escondida copper mine in Chile started an indefinite strike on February 9, forcing a force majeure declaration on its shipments.

    Adding more fuel to the fire is a one-month delay to exports at Indonesia’s Grasberg mine when Freeport-McMoRan suspended copper concentrate output while in negotiations with the government over the terms of its mining permit which has expired. More →

  • 17 Feb
    Sven Is Still Bullish On Copper And You Should Be Too

    Sven Is Still Bullish On Copper And You Should Be Too

    • Copper bottomed in 2016 and the outlook remains bullish in the long term.
    • The short term could also offer positives due to strikes and political issues.
    • The long term balance for copper should be above $3.5 per pound and that price will be increasing due to lower copper ore grades and higher mining costs.

    Introduction

    The last time I wrote exclusively on copper was in April 2016. The bullish article is available here. Since then, copper prices have increased 22%, from $2.22 per pound to the current $2.73. As the dollar has also strengthened by 7% since then, we should add 7% to the current copper price to show the real appreciation in copper. Thus, copper would be at $2.92 in real terms. More →

  • 26 Apr
    Copper as an Investing Opportunity

    Copper as an Investing Opportunity

    • Copper has declined due to a strong dollar, increased production and a slowdown in China.
    • In the long term a supply deficit is expected as mining grades are constantly getting lower and demand is steadily growing.

    Introduction

    Commodities in general have been in a slump for the last 5 years; the Dow Jones Commodity Index peaked exactly 5 years ago on April 26 2011. High 2011 commodity prices induced new investments that—combined with low interest rates—made it easier to finance new projects, eventually increasing supply. With limited growth in demand the inevitable result was a contraction in prices. More →

  • 23 May
    Energy Storage Is The Next Big Trend – Here’s What You Need To Know Before Investing

    Energy Storage Is The Next Big Trend – Here’s What You Need To Know Before Investing

    • The technology is close to being profitable.
    • This will not only boost the industry, but also renewables.
    • Knowing what’s going on is key to profitable investing.



    Introduction

    Right now, solar is doing really well with the latest positive news being the state of California making it mandatory to install solar roofs on new houses by 2020.

    However, solar and wind energy, the drivers of renewable energy, are both very volatile and don’t produce most of their energy when it’s needed. You never know whether it will be windy, and solar energy is mostly produced during midday despite the highest consumption occurring in the evening. This leads us to the key component for renewables, which is energy storage.  More →

    By Sven Carlin Energy Sector Investiv Daily
  • 21 May
    Here’s Why You Should Stop Chasing Returns & Focus On Managing Risk Instead

    Here’s Why You Should Stop Chasing Returns & Focus On Managing Risk Instead

    • Despite rising inflation, copper prices have been declining.
    • Higher interest rates are putting pressure on emerging markets and their $19 trillion of debt.
    • However, the best investing opportunities usually arise when things aren’t good.



    Introduction

    I was really bullish on copper when it was around $2 per pound a year ago, but now I’m not that bullish anymore as it is above $3. More →

  • 09 May
    I Made A Fortune On NSU – Here’s How To Find Similar Investments

    I Made A Fortune On NSU – Here’s How To Find Similar Investments

    Today, I want do describe my investing style and how it works which will give you insights into how I reach satisfying investment returns with a margin of safety.

    I’ll use Nevsun Resources (NYSE: NSU) as an example as it has been one of my largest portfolio positions over the last year.



    More →

  • 27 Apr
    Check The Holdings Of Your ETFs – It Just Might Be A SCAM

    Check The Holdings Of Your ETFs – It Just Might Be A SCAM

    • There are now almost more ETFs than stocks.
    • Many new ETFs have a fancy name, but no relation to the actual trend they are supposed to profit from.
    • We’ll discuss the new autonomous driving and electric vehicle ETF – DRIV!



    Introduction

    Yesterday, I came across a new ETF on autonomous drive and electric vehicles. As I’m interested in the sector, I decided to give it a look and what I found is shocking.

    I would like to take this opportunity to address an extremely important issue: given the mania surrounding ETFs, as they are perhaps the most popular investment products out there, I want to shed some light on the industry to show that not all ETFs are equal and you should really check an ETF before you invest in any such investment vehicle.

    Before I dig into specific ETFs, let me just give an intro on the industry. More →

    By Sven Carlin ETFs Investiv Daily
  • 11 Apr
    Looks Like Blood Is In The Streets In Russia – Should You Invest?

    Looks Like Blood Is In The Streets In Russia – Should You Invest?

    As I’m writing this, the Russian ETF (ERUS) has lost 12% in one day. As many value investors know, you need to buy stocks when there is blood in the streets so I’ve had many questions about whether this is an opportunity or a trap.

    Let’s take a look at what’s going on, look at the fundamental perspective, and the stock market perspective on investing in Russia.



    More →

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