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critical element, page-2

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redbackrules

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27/03/18

10:42

Post #: 32049451
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Originally posted by equityma ↑

Why critical minerals included rare earth, graphite and NMC battery are key players to transform the US tech/defense sectors and
How political tension over trade war do help the US to fufill its infrastructure dream for a growing economy.

Had We entered trade wars before and what is the next boom following Shale oil and Rare earth.

The US Shale oil was created in case of an energy "crisis" as the US was a heavy dependence on oil.
How did the shale oil industry was boomed and busted as we knew who was in power, the middle east kingdom.

Rare earth was a similar story when China restricted rare earth exports and flooded the material to the market to destroy all investments in order to become a No 1 player for this critical metal.

Shale oil and Rare earth were created when the USD was LOW as commodities are inverse correlated to the USD.
Today the USD is high and it's hard to manipulate because of the state of the US economy so it's very HARD for the commodities to play out this game IF there's NO trade tension.

Something must give in expense of others.

Iron-Aluminium
Those metals are plentiful but they're very important to escort growing needs for the US infrastructure and tech sectors.
Those metals MUST be lower for longer to resurrect the US manufacturing industry as Trump is the one that could fufill his promises by CREATING a new trade war which is "good for the economy".

Nickel
why nickel has been in a bear market while there're growing demands for Iron as nickel is a vital element for super alloys. It must take into account from the supply-demand perspective.

Who could survive to become the best of the best in nickel play; No one excepted for WSA
The management has the big VISION where others could not be thrived when ni turns its corner.

IF Iron price is diving then the demand for nickel concentrates will be HIGHER as it's cheaper to make the super alloys materials.
That's not to mention nickel sulfide as WSA is the only one to provide this promissing element in the making of NMC battery.

The US is 100% dependent on rare earth, manganese, graphite and 20 other minerals but WITHOUT nickel sulfide then those minerals are NONE existence in the lead up to battery chemistry.

THE price of those metals will NOT be influenced by the USD when they become RARE and nothing could stall the WSA's way of success

Ni is another white Gold.

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Equity
It can be expressed even simpler than above. The only losers in a trade war are the NPI producers with sulphide producers picking up any slack. All sulphide producers have the ability to participate in the emerging EV market with WSA leading the way.

The short positions (bad bets) holding down the WSA SP are mostly closed out now and the SP will soon be able to run free to it's true market value (circa $4.00). And don't forget KDR/WSA Lithium is a big bonus that can be processed outside of the KDR/SQM JV.
RED

WSA Price at posting: $3.18 Sentiment: Buy Disclosure: Held
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0 Great analysis

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critical element, page-2

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