HCH 0.62% 80.0¢ hot chili limited

$?Bill in a ? Life mine, page-78

  1. 1,467 Posts.
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    Investors here at these prices should consider themselves ahead of the curve. Or you've been in that long that the curve has gone full circle and you're back at the start of the accumulation stage of a new commodity cycle.what.png

    Patience is required. Main street media now has a whiff of what the Macro thinkers and big investors have been teasing.
    Exactly what I have been telling posters here.
    - Electric Energy Transition
    - Infrastructure Stimulus
    - Supply / Demand fundamentals

    https://www.cnbc.com/2020/06/24/coronavirus-why-the-pandemic-could-spark-a-copper-rally.html

    The coronavirus pandemic is set to pave the way for “the age of copper,” according to the director of energy, climate and resources at Eurasia Group, as governments double down on investments that will drive up demand for the red metal.
    Analysts at Morgan Stanley also expect the sector to quickly bounce back to pre-pandemic levels, according to Reuters, with global stimulus measures, Chinese infrastructure spending and supply disruptions expected to boost demand.

    Some light watching if you feel like being in the echo chamber. Can't fault their logic though.

    https://www.youtube.com/watch?v=jiV1oBE6-sU
    Ross Beaty. 1:05 mark
    https://www.youtube.com/watch?v=5BRpva24enE
    Ivan Bebek (one of Ross Beaty's top guys). 8:Min mark

    This was also a good one that had some threats to the bullish case which I found interesting.
    https://www.youtube.com/watch?v=MWtQ3oeUaYI


 
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