They explicitly exclude lithium:
And they strongly emphasise how expensive they think stuff is:
They're not doing anything quickly in other words, because they don't want to buy the top.
The last "peak" in the copper cycle took 6 years to unwind. Same with tin. This assumes history repeats, which it doesn't. It also assumes demand destruction and substitution, which misunderstands the electrification dynamic.
- Forums
- ASX - By Stock
- Ann: 2021 AGM Chairmans Address
They explicitly exclude lithium:And they strongly emphasise how...
-
- There are more pages in this discussion • 11 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TLM (ASX) to my watchlist
(20min delay)
|
|||||
Last
25.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $47.08M |
Open | High | Low | Value | Volume |
25.5¢ | 26.0¢ | 25.0¢ | $10.41K | 41.17K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 14307 | 25.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
26.5¢ | 11375 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 14307 | 0.255 |
4 | 113887 | 0.250 |
2 | 46951 | 0.245 |
5 | 45353 | 0.240 |
1 | 40000 | 0.235 |
Price($) | Vol. | No. |
---|---|---|
0.270 | 47000 | 2 |
0.275 | 25113 | 2 |
0.280 | 222682 | 3 |
0.290 | 75712 | 3 |
0.310 | 66892 | 1 |
Last trade - 15.13pm 31/07/2024 (20 minute delay) ? |
Featured News
TLM (ASX) Chart |
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, CEO
Anthony Noble
CEO
SPONSORED BY The Market Online