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Brandon Beylo
RT @minenergybiz: The case for #tin - major demand tailwinds. The tin theme is absolutely undervalued in the commodity complex and gets little media attention. Good overview from Brandon @marketplunger1
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RT @minenergybiz: The case for #tin - major demand tailwinds. The tin theme is absolutely undervalued in the commodity complex and gets little media attention. Good overview from Brandon @marketplunger1
Tin is benefiting from three major demand tailwinds:
• Solar
• AI/data centers
• EVs and Electrification
Yet these drivers only account for ~30% of total demand.
What happens to demand/price when they reach 50%?
New mine supply can't come online fast enough.
#Tin tweet
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Brandon Beylo
RT @Rory_Johnston: Treatment Charges (TC) are the most compelling datapoint re: copper bull market (to counteract weird copper contango)
If refiners weren't themselves concerned about future cathode why would they be voluntarily losing money by continuing to fight for & refine concentrates?
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RT @Rory_Johnston: Treatment Charges (TC) are the most compelling datapoint re: copper bull market (to counteract weird copper contango)
If refiners weren't themselves concerned about future cathode why would they be voluntarily losing money by continuing to fight for & refine concentrates?
Looks like copper TC rates just went negative 👀
Absolutely wild.
#copper
H/t @GoldForecast https://t.co/3dFx52QFhH tweet
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Brandon Beylo
Copper is up 24% since this tweet.
Still expecting a significant pullback here soon.
But we're only $0.20/lb from my preliminary $5/lb target.
#copper https://t.co/89mVY4A1tB
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Copper is up 24% since this tweet.
Still expecting a significant pullback here soon.
But we're only $0.20/lb from my preliminary $5/lb target.
#copper https://t.co/89mVY4A1tB
See you guys at $5/lb copper.
#Copper tweet
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Hidden Value Gems
“London-listed groups have received more than $78bn worth of bids this year.”
@FT https://t.co/ixqffgoG4e
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“London-listed groups have received more than $78bn worth of bids this year.”
@FT https://t.co/ixqffgoG4e
Why it is worth looking at 🇬🇧 stock market:
✅ there were 12 bids in Q1 alone
✅ record number of companies launched buybacks in the past 12 months
✅ a combination of buyback and dividends leads to 5.5% yield for UK vs 4.5% for Europe and 3.5% for US
✅ of £1.9B allocated to equities in April, £1.25B went into North America. Record pessimism sets expectations low
✅ Sell-side coverage has dropped to record low, more market inefficiencies tweet