i'm a young, new investor, looking for advice, page-44

"I know I need to do a more close analysis of companies rather than such a broad, macroeconomic view."

you are certainly right there...

some have said on this web site that Cerium Oxide, Peaks main mineral(48%) in its deposit will be in massive over supply for 100 years

im not sure how long you plan on holding Peak

sure, they dont need Cerium Oxide to be profitable at all

but they have to remove it from the mix, it isnt free to do that