18 Fundies’ Predictions for Commodities in 2025 (Part 2)

[@lordmandelbaum4896]

Loved this one and yesterday's. Great content as always, thanks again

[@mwillz5]

Thanks for your content this year guys. And girl. After watching predictions 1 & 2 for 2025 heres a thought , a thing I keep noticing. Most your contributors seem so averse if not afraid of consensus. It comes up so much that I reckon the most non consensus call of 2025 is actually following some consensus themes because most these guys seem to want to go for anything but that. With respect to your contributors theres been a lot of consensus trades make very good money in broader markets outside commodities this year. Sure they will run out of puff , by why not take part while they are present ? I get it , 'crowded trades' , 'everyone on same side of boat' , choose your cliche , but at the same time consensus trades are not always doomed just because they are that.

[@nickrossetto7804]

Gas was interesting call

[@marcoaraujo4771]

Doing God's work boys and girl. Merry Christmas to you all.

[@mikedunn7766]

Thoughts on NH3 ?

[@mutantryeff]

"Bullseye?" This "business" is somewhere between "bullseye" and "bullshat"

[@stuartsomerville5482]

silver all the way

[@coal_man]

#silversqueeze

[@bradmodd7856]

Silver is either going up or down, non-sideways is my prediction. The sideways fundies are going to have egg all over their face.

[@williambrown3102]

John Forwood: Strange calls.. Not sure how Silver could be highest and copper the lowest.. I thought they had a strong industrial correlation to each other?

[@martinlukes9962]

So Good!

[@aaronrowe34]

Good to have all these comments gents, what about your own comments however? becomes hard filtering such differing opinions.

[@PatRick1981-s1w]

WA1.

[@stuarthinds848]

WA1 Resources = WA1.XA😅

[@StickyBandit239]

Take over offers should start coming in for WA1 in 2025 once the upgraded MRE comes out!

[@PatRick1981-s1w]

@StickyBandit239 correct I believe

[@BenHowellX]

Fisty must be visiting all the tin mines nearby, surely?

[@matthewwhite1773]

This show is nothing but rubbish

[@cronaldopwns]

Matty is most certainly pulling splinters out from between his teeth now.

[@barseico]

What about Boomer 🤦

[@jlrob85]

Lithium will never be more than what it is now. A funny little niche commodity that isn’t iron ore or gold. EVs will never be the majority

[@StuartKarlson-qn8pj]

Your delusional

[@apt962]

EVs are a fad yes, that’s its own 40 year cycle people seem to forget, the very first cars were electric (why they are called motor cars/vehicles not engine cars….) and they try a comeback every ~40 years, but every comeback attempt fails. lithiums future is in static storage and PHEVs I believe Toyota will be the only car company to really win this phase of change in automotive. The rest are going broke listening to politicians not engineers… sad to see VW going that way, the sooner they coarse correct the better.

[@StuartKarlson-qn8pj]

@ oh dude you are clueless, your good for a laugh though