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20:39
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Originally posted by jjsbuy:
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I have not been on HC for a bit as there was not much to say but I think there now is. Following the failed assassination of Donald Trump all the markets and bookies are now saying Trump has the election wrapped up. Maybe the 7 to 1 odds in his betting favour will come true or maybe not but with Trump comes two things: The first is the very real likelihood he will impose 60% tariffs on China. That is what he is saying. His new future VP apparently is also saying it. Think about that for a moment, or maybe much longer. There will be an action and counteraction. China to date has tended to tit for tat along similar lines. Imagine the imposition of tariffs by either or both parties leading to an increase of graphite of 60%? Will it play out that way I do not know but there will certainly be a trade war and there is a very good possibility even probability that graphite will be in the mix. There are unknowns and other considerations. For instance a Trump administration will not be necessarily be pro EV or give a a care about clean energy as part of his DNA. In fact he has said he will go hard on production of oil and gas and building new pipelines. But he will also want to see US auto makers be competitive in the EV space. So here team is a not very trick question? Who has just announced they will fund Trumps campaign to the tune os a staggering US$45 million a month? The answer: Elon Musk. Who has just returned Trumps access to twitter aka X? Elon Musk. Who owns Tesla? Elon Musk! Secondly: Who will look after a mate (Elon) who has spent hundreds of millions on his re-election? Donald Trump
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We’re trading at multiples below enterprise value in a one player (who else apart from Syrah is there?) IRA compliant ex-China - natural graphite game.
Originally posted by jjsbuy:
↑
I have not been on HC for a bit as there was not much to say but I think there now is. Following the failed assassination of Donald Trump all the markets and bookies are now saying Trump has the election wrapped up. Maybe the 7 to 1 odds in his betting favour will come true or maybe not but with Trump comes two things: The first is the very real likelihood he will impose 60% tariffs on China. That is what he is saying. His new future VP apparently is also saying it. Think about that for a moment, or maybe much longer. There will be an action and counteraction. China to date has tended to tit for tat along similar lines. Imagine the imposition of tariffs by either or both parties leading to an increase of graphite of 60%? Will it play out that way I do not know but there will certainly be a trade war and there is a very good possibility even probability that graphite will be in the mix. There are unknowns and other considerations. For instance a Trump administration will not be necessarily be pro EV or give a a care about clean energy as part of his DNA. In fact he has said he will go hard on production of oil and gas and building new pipelines. But he will also want to see US auto makers be competitive in the EV space. So here team is a not very trick question? Who has just announced they will fund Trumps campaign to the tune os a staggering US$45 million a month? The answer: Elon Musk. Who has just returned Trumps access to twitter aka X? Elon Musk. Who owns Tesla? Elon Musk! Secondly: Who will look after a mate (Elon) who has spent hundreds of millions on his re-election? Donald Trump
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(20min delay)