BSX
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6.67% 4.8¢ blackstone minerals limited

In my opinion, Napkin Macro economics. Taliban controlling...

  1. Valknut2020
    302 Posts.
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    17/08/21
    14:58
    Post #: 55355763
    In my opinion,

    Napkin Macro economics.

    Taliban controlling Afghanistan = control of oil.

    Increase oil prices

    Increase fuel prices

    Increase demand for electric vehicles

    Increased demand for electric vehicle battery materials e.g NCM.

    Therefore, Positive for Blackstone BSX.asx

    note, also mentioned on INR.asx a lithium stock I hold as relevant to all battery technology stocks IMO.
    BSX Price at posting: 42.0¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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