Like the statement "take it with the pinch of lithium" 😊👌
@Value-Investing7 ай бұрын
:-)))
@a_anonymous_mКүн бұрын
I just initiated a starting position of ALB, ready to add here and there.
@thomaskismul85417 ай бұрын
I love these analysis, thank you. Deep dives into new sectors to gain some new perspectives and expand circle of competence. All knowledge is cumulative.
@Value-Investing7 ай бұрын
thanks
@absw61297 ай бұрын
I really like the method you're using, where you estimate demand growth and compare it to the supply growth created by the biggest companies. One thing I will take home from this is that future demand estimates given in company presentations are not always the most realistic.
@Value-Investing7 ай бұрын
Well said!
@menzelnation6 ай бұрын
Well done - great breakdown & market analysis. I'm long on LAC. So long that I might forget about it.
@Value-Investing5 ай бұрын
thanks for sharing!
@gordonchan64172 ай бұрын
Same as you. I also hold LAC shares for long term. May be two to five years
@user-yd8wp8rz2b7 ай бұрын
Thank you, Sven. I bought Livent (LTHM, now ALTM) after your video. Lithium price is still dropping but I plan to hold for a few years . Thank you for bringing it on my radar.
@Value-Investing7 ай бұрын
Thanks for sharing!
@user-el8sl2tr9w7 ай бұрын
Sven, thank you for your hard work. I noticed the drop from Lithum price and i was trying to do some research to see if its a good time to buy now. And then i see this video poping , like a gift from heaven. You literally justified my thinking. I hope you keep the good work and make our lives easier. I really plan to become a future member at your platform. I think you are one of the few guys that i really listen when i am making my investing plans. Thanks again :)
@Value-Investing7 ай бұрын
great to hear!!
@SireStefan7 ай бұрын
Nice. I always enjoy your miner / commodity videos. They just make so much sense. And while I was too late for the gold and copper cycles, I can now actually prepare to take advantage of this.
@Value-Investing7 ай бұрын
I am looking at the commodities, most of them, usually twice in a decade you have a great opportunity.
@rafaelarelin77787 ай бұрын
Sven, your videos are always great and educational, and I especially enjoy your commodities and miners videos, and in this one you really outperformed even your own high standard. It was the best "lunch and learn" video I could have picked for the day. Thank you :-)
@Value-Investing7 ай бұрын
glad you enjoyed your lunch
@SigFigNewton7 ай бұрын
My fill of lithium
@mrgreen24617 ай бұрын
Why this kind of content for FREE doesn't get more views amazes me. Thank you.
@Value-Investing7 ай бұрын
:-)
@Eline_Meijer7 ай бұрын
Thank you for the deep analysis Sven.
@Value-Investing7 ай бұрын
My pleasure!
@christophehumblet90637 ай бұрын
Great detailed analysis on both the market and companies Sven, thanks for your insights
@Value-Investing7 ай бұрын
thanks
@MegaBuyer7 ай бұрын
This is the video I've been waiting for. Dr. Sven is an EXPERT on metal commodity cycles - especially copper.
@Value-Investing7 ай бұрын
Thanks!
@franekwrobel14497 ай бұрын
That’s a very interesting take.
@Value-Investing7 ай бұрын
thanks
@k4ir0s7 ай бұрын
Love your commodity analysis videos. Because it's not easy to analize them as a layman
@Value-Investing7 ай бұрын
great to hear
@Valkalium7 ай бұрын
An analysis of great value. Thank you Sven 👍🏼
@Value-Investing7 ай бұрын
My pleasure!
@aisforairborne6 ай бұрын
6:00 the historical reference to copper Supply/Demand projections got my sub. Great explanation and actual long-term considerations, not WallStreetBet StONks. 👍
@khodroulleik18857 ай бұрын
Thank you Sven, I was waiting for it and appreciated. I am since sometimes into Pilbara and it seemed to me it is reasonably valued till the cycle picked up again in next years.
@Value-Investing7 ай бұрын
Thanks for sharing!
@SoaringShitty6 ай бұрын
Very nice analysis! Please keep us up to date on this subject. Awesome!! I'm holding $ALB myself.
@Value-Investing6 ай бұрын
thanks!
@andypicken78487 ай бұрын
Thanks for posting this Sven, it was most educational for me. My takeaway was there is far more to buying into commodities than first meets the eye. In short I do not have the ability to be confident to place a bet and my interest are best served by just saying no. Thanks for the lesson, regards Andy
@Value-Investing7 ай бұрын
happy to hear that, thanks Andy!
@NickN877 ай бұрын
Thanks Sven! Great video and great insight into Litium sector :)
@Value-Investing7 ай бұрын
Glad you liked it!
@ivailoruikov55587 ай бұрын
Super helpful analysis, thanks, Sven!
@Value-Investing7 ай бұрын
Thanks!
@potomacXX7 ай бұрын
Good research on how copper supply and demand forecast 10 years ago has played out. And if it is hard to predict copper demand 10 years ahead it is nearly impossible to predict lithium prices. Who knows about technology with lithium and its adoption decade ahead? And supply is a tough one too, since there are multiple sources and lithium "mining" is prone to technological changes like oil drilling by products etc.
@Value-Investing7 ай бұрын
It wasn't that hard to predict, it was just cherry picking data to make the stock look better:-)) With lithium it is different...
@charldelaharpe1697 ай бұрын
'pinch of lithium'.. Good one Sven :)
@Value-Investing7 ай бұрын
:-)
@miellamborghini70037 ай бұрын
Its so good that you actually check the data! this is why im subscribed to the platform!
@Value-Investing7 ай бұрын
thanks, great to hear
@shanesmith85467 ай бұрын
Thanks Sven, stay warm.
@Value-Investing7 ай бұрын
:-)
@billimew74967 ай бұрын
@6:20. As you said the forecast did not matched with the estimated value. That why margin of safety is important. We need only to put money when we see there is discount of 40-50%. As buffet used to say wait for the fat pitch. and charlie munger used to say people can make more money in waiting and be prepared to gain from asymmetricity.
@paolovita17207 ай бұрын
Excellent analysis and strategy! Other commodities that seem to deserve a detailed sector analysis are graphite and tungsten: they are both niche commodities whose production is almost monopolized by China, and are crucial respectively for the anode of batteries and for industrial production and defense.
@Value-Investing7 ай бұрын
those are difficult 'commodities' to analyze and invest, not all commodities markets are investable, lithium is also tricky.
@advancedbodydesign7 ай бұрын
Sven--- Economy is slowing 🐌....and Battery 🔋 Technology is improving... Will keep an eye 👁 on a few.... Thanks
@Value-Investing7 ай бұрын
good points
@theodoroseidler70727 ай бұрын
Sven, very nice video. The difficulty I have with Lithium or Uranium or Silver or even copper is that the cycle is very much dependent on a macro scenario, inflation, interest rates, economic growth and, in the case of Lithium, the development of new technologies. It seems very difficult to derive timing.
@paolovita17207 ай бұрын
I think that you don't have to look too much at the macro scenario, you have to focus on what is going on with the specific commodity in question, which is oversupply and lower prices, regardless of the macro picture. When the lower price will touch the cost curve and drive some lithium producers out of the market, we will know it as it happens. If the producers with the highest cost start to go bankrupt, it will be a good entry point into the higher-quality ones, because the supply will go down and the undersupply will sooner or later lead to higher prices again, regardless of the macro picture.
@Value-Investing7 ай бұрын
yes, it depends on the macro, but my strategy is to buy it when it is so cheap that there is only upside, then the macro adjusts in a period between a week and 5 years.
@theodoroseidler70727 ай бұрын
@@Value-Investing that is the best strategy. Thanks again for the video.
@GeoInvestInsights-cz1he6 ай бұрын
I like explorers at the moment with new discoveries that have just taken huge share price hit. The ones with great projects can develop them over the next five years as the lithium price recovers.
@TheIvyLens7 ай бұрын
I love SQM. They operate efficiently and structure their dividend policy really wisely. Those elephants you mentioned, one of them is actually positive, the joint venture. The other “elephant” has been a point of contention for a while, as the government has tried to nationalize the company more than once now. It’s political jargon and I don’t think that will happen. The company also just entered the West Australian market with the likes of the richest Aussie I believe. Not to mention their agriculture involvement, being close to the LatAm market. This company is so nuanced that I love how it scares popular opinion 😊
@Value-Investing7 ай бұрын
how is losing 51% of what you own now positive, which is what goes into the JV
@Witnessmoo7 ай бұрын
Battery storage and electric cars are going to take off so I think Lithium demand will be fairly solid
@harry3balls7 ай бұрын
you dont think that has already been calculated in the expectations?
@Value-Investing7 ай бұрын
that is the plan
@jimanastasiadis51357 ай бұрын
A look at semiconductors would be very interesting.
@davidedeltoro41177 ай бұрын
Thank you for the video Sven... I must admin, When Chiliean Governament nazionalized SQM's litihium mines, i felt like a stupid investor...
@Value-Investing7 ай бұрын
thanks for sharing Davide
@davidedeltoro41177 ай бұрын
@@Value-Investing In december 2023 Chilean People Voted against the change in national costitution, in a blow to the president (that wanted to change it to be more "socialist friendly"). 4 Months after that, the socialist president decided to nazionalize 51% the litihium mines of SQM anyway.. that was Tragicomic! :O
@sloppyjoehillupsАй бұрын
I talked to an analyst who put 6k into ALB recently. He said it’s the single stock in his IRA. How much lower can it go?
@dragopetrov45557 ай бұрын
Thanks for the great analysis, as always, Sven! As we talk about cyclical stocks isn't it good idea to check again ForFarmers N, Farmer Bros or JDE Peets ? They are down right now. I think a video for them (the sector) will also worth. Thank you!
@Value-Investing7 ай бұрын
thanks for the reminder
@DL-jz1bm7 ай бұрын
You did not touch on the lithium royalty company play (LIRC in Canada). LIRC is currently trading at some 50% of NAV (as per company presentation). It's not clear to me at what lithium price exactly the NAV is calculated, but should be the long term consensus price. Royalty companies, albeit usually more diversified then LIRC from a commodity standpoint, have much desirable added benefits when compared to the mining companies, first of all they are insulated from production cost increases, so it's quite rare that they trade at such a discount to NAV.
@Value-Investing7 ай бұрын
if they calculate NAV at $60000 lithium or estimated $20000, with prices now at $10000, you get your discount.
@sehajdeepsingh59286 ай бұрын
sgml is hammered man
@azulsimmons10407 ай бұрын
Lithium is tricky. You have growing demand for EV batteries. You also have much more efficient batteries being created as well which could cut Lithium demand. If one of these alternative no lithium batteries works out, then lithium demand will crash hard. EV tech is advancing so fast that it is hard to make a good call on the materials involved.
@Value-Investing7 ай бұрын
yes, the tech is the biggest risk...
@erikm97687 ай бұрын
I dont see why no lithium batteries would be better, you have to have a cheaper metal alternative then and Lithium is already very abundant and cheap so I doubt that will happen. It's also the best contender for solid state batteries.
@erikm97687 ай бұрын
Except for maybe Magnesium, if theres a good solid state magnesium battery coming out then yes lithium would be worthless , but this feels 20 years away
@SigFigNewton7 ай бұрын
More efficient lithium batteries would just make more people want EVs, probably wouldn’t hurt lithium prices
@gergelyovics7 ай бұрын
I bought into Pilbara when it was 0.42 cents. Now it is one of the most shorted stocks in the ASX, It pays some dividends is well. Sven can you have a look at sodium batteries BYD is already producing cars with it. Much cheaper safer and easier to recycle it. I wonder how it will play out.
@Value-Investing7 ай бұрын
thanks for suggesting, new tech is a risk...
@jonnes__46577 ай бұрын
Chinese are very innovative, in the west the ingenieurs are more woke... 😜 .
@kourtneywarner63053 ай бұрын
I admire your depth of knowledges and analytics! Now that the SQM codelco deal has been signed, do you agree that SQM stock can be sold for ~ $75 in 2027?
@Value-Investing3 ай бұрын
depends on lithium :-)
@alianzaconlanaturaleza56232 ай бұрын
5 lithium stocks and detailed sector Analysis
@Value-InvestingАй бұрын
:-)
@cesarc15 ай бұрын
Dobar dan brate (you belong to the Venice Republic as well at the end of the day)! I scored an average of 15% yield in a couple of months just watching your videos (ADM, FMC and ALTM this week) and as I'm coming to Amsterdam in May I was wondering if it's possible to return the favor inviting you for a cocktail/dinner! Thanks for your work :)
@Value-Investing5 ай бұрын
Hi, not living in the Netherlands anymore, back to the Serenissima, send me an email.
@covecova7 ай бұрын
miracles for junior miners like a major producer got trouble with a mine and have to buy a better mines, that's why I will try to find magic junior for the sector that have high chance to be bought by a major.
@Value-Investing7 ай бұрын
thanks for sharing!
@MarcosMarotta7 ай бұрын
a pinch of lithium !! Thanks!!
@Value-Investing7 ай бұрын
:-)
@wernerschonenberger30387 ай бұрын
Great analyses! Could you please analyse the hydrogen sector which seems to be "out of fashion" as well? Thanks for your much appreciated work 👍👍👍
@Value-Investing7 ай бұрын
interesting suggestion, but hydrogen is even trickier than lithium...
@CraigTaggart7 ай бұрын
thanks Sven PLS looks great here
@donkeychan4917 ай бұрын
Very useful & actionable analysis.
@Value-Investing7 ай бұрын
the action depends on the viewer :-)))
@riccardoruocco99067 ай бұрын
Thanks Sven. Worth looking into Uranium
@Value-Investing7 ай бұрын
thanks for suggesting
@reecemccullough48297 ай бұрын
incredible analysis
@Value-Investing7 ай бұрын
thanks!
@PeriMCS7 ай бұрын
Please analyze Uranium. It's liking good.
@Value-Investing7 ай бұрын
thanks for suggesting
@methosb7 ай бұрын
Would have liked to see Ganfeng analysis in this video since it is in my part of the world. Nevertheless this is useful to me.
@Value-Investing7 ай бұрын
will check deeper
@rhinelandattitude31397 ай бұрын
Very interesting. Thanks as always for your thoughts. Have you ever done an analysis of Weight Watchers? WW? They have been around for so long, and they just recently lost nearly 50% in a super short amount of time. Possibly a Value Opportunity? Just a thought. Grazi!
@Value-Investing7 ай бұрын
thanks for suggesting!
@emiliankrajci11727 ай бұрын
Hi Sven, I do not think there is company without any potential issue . I guess you will never buy APPLE of Microsoft several years ago :) ALTM get another hit today so market cap is now 5.5 B after merge so in case you are skilled in Lithium I guess Sven you are in :)
@Value-Investing7 ай бұрын
I did buy Apple in 2016 :/))) but yes, all business have issues, the key is at what price it is worth it
@emiliankrajci11727 ай бұрын
@@Value-Investing yes you are right, it is difficult to hit that BUY button :)
@emreusername7 ай бұрын
Thank you vey much, it was a great video. But I don't understand this: Looking at Albemarle's share price history, it had a stable period between 2011 to 2016, at around $40-$60 per share. Back then, lithium (carbonate) price was also relatively stable, around $6.000 per metric tons if I'm not mistaken. And now, after going to the moon and crashing back to Earth, lithium price is still higher than those 2011-2016 values, and most likely will remain so even with the most pessimistic scenarios, whereas Albemarle share price is now at only around 2 times of its 2011-2016 value even without adjustments. I am quite sure that since back then, this company has much more than doubled its size, its capacity, etc. So its current price just doesn't make sense. What am I missing here? Thanks a lot!
@Value-Investing7 ай бұрын
yes, but also the costs of that capacity increased, taxes in Chile etc...
@emreusername7 ай бұрын
Thank you very much for your response@@Value-Investing . I agree that the costs really do matter, especially when the price is that much depressed. But, from a valuation point of view, on one hand we have Albemarle 10 years ago, with X price per share, and on the other hand we have Albemarle today, with only 2X price per share. Lithium price has increased, even after its recent ups and downs. I don't know, its current price after 10 years feels wrong, but maybe I should do more math instead of relying on the feelings. And from a cyclic commodity point of view, as you mentioned in your video, the meteoric rise of lithium prices must have given way to new projects. But now, with the current prices, most projects must have been economically unfeasible, right? When do you think we can see this effect in the supply side? I suppose big players who can survive this cycle should prevail eventually. Actually one of the things I like about Albemarle is its diversification of revenue streams, which should provide some relief during down cycles. Best Regards!
@SigFigNewton7 ай бұрын
In summary, the outlook is so terrible that it might not be too bad. The prediction that it’ll be 2028 before undersupply is based on production increase forecasts that likely will not be met because the near term price will be low enough to reduce production from what it would have been. In other words, it’s entirely possible that demand exceeds supply *before* 2028 due to how badly supply is exceeding demand. *scratches head Did I get that right? TLDR: Consider buying lithium miners in 2024, but only the lowest production cost companies, and only on dips.
@Value-Investing7 ай бұрын
Good summary! I would add that it is better to avoid timing bottoms and tops! Just look what is going on
@SigFigNewton7 ай бұрын
@@Value-Investing thanks for the video. How do you go about getting a company’s price to produce lithium? Am wondering about ALTM.
@l1vyem8077 ай бұрын
great analysis!!
@giorgimuchaidze42627 ай бұрын
Thanks, good analysis! Are you going to analyze Piedmont Lithium any time soon? Seems to be potentially a pretty good lithium play
@Value-Investing7 ай бұрын
you can read on the platform, it is in free preview
@patrickshanghai20647 ай бұрын
fascinating work Sven! in conclusion, we wait some more on these stocks. no hurry to enter. macro lithium is not stretched. is that correct?
@Value-Investing7 ай бұрын
that is the best risk and reward situation, but then, anything can happen
@patrickshanghai20642 ай бұрын
@@Value-Investing haha revisiting this video following your new one today. i like ALTM at the moment. may be the one i enter into.
@johnsnow36627 ай бұрын
Hey Sven, can you review KVUE? Peter Lynch loves spinoffs, this is a recent spinoff from J&J!
@Value-Investing7 ай бұрын
thanks for suggesting!
@florestores7 ай бұрын
Very nice video Sven! What about palladium stocks, palladium is on 2017 level, are the stocks cheap to?
@Value-Investing7 ай бұрын
here you go, pretty much sums up things ; kzbin.info/www/bejne/eGOvYWuiYtSmeck
@FukenRonald7 ай бұрын
Great video Sven! Quick question, is it possible that when we take into effect the tendency of central banks to lower the interest rate in the near future as a possible catalyst for EVs demand and thus for Lithium price? As you showed, EV demand has somewhat stalled or even worse in western country because when debt is so pricy nobody wants to buy a car (and certainly not a pricy car), but when debt doesn't cost much, everybody wants a new car, the new thing (in this case, EV cars). So I guess my question is, when we take into account the cyclicality of the economy (and interest rates), is it possible that the lithium market shoots before 2030?
@Value-Investing7 ай бұрын
there will certainly be ups and downs :-) Impossible to predict
@raulf1957 ай бұрын
Muy buen análisis, como es usual en el canal, crees que el mismo potencial con el Litio pueda suceder ( o estarse creando ) con el uranio? Si el uso del automóvil eléctrico no se diera como se planea, podría afectar al mercado del Litio? Gracias por tan buena información, Saludos
@Value-Investing7 ай бұрын
no saves, necessito analizar
@kevintan67057 ай бұрын
Thank you so much Sven, can we do PayPal next? It’s down a lot since last review and seems to be undervalued ?
@Value-Investing7 ай бұрын
kzbin.info/www/bejne/iZSnm6WQn7yZfMk
@vincentdenuit28297 ай бұрын
Would be interested to know your views on the Uranium sector and uranium equities. Seems like there are some tailwinds: nuclear energy for low carbon, reliable supply of energy, more demand than supply, policies supporting nuclear energy generation etc. looks like a good play for the long term. Companies like Energy Fuels Inc. are also involved in Vanadium and Rare Earth Elements which are crucial for making batteries, magnets, EVs, anything that will help the energy transition! would love a video on it, thanks Sven!!
@Value-Investing7 ай бұрын
it is a hard sector
@TheScaryGermanGuy7 ай бұрын
Everything is already priced into Uranium stocks. Most of them are at all time highs just like the Uranium-spot price.
@paolovita17207 ай бұрын
Uranium producers were a good buy one year ago or earlier, but now everything is priced in, and the current uranium price is high enough to already incentivize the start or restart of mines. It can go higher for sure, but the production growth will limit the upside at this point.
@robertdagge2007 ай бұрын
A lot of UR stocks have hardly moved and are still a buy - one coy I own is down (...) 70%. But these coys are generally small and high risk.
@paolovita17207 ай бұрын
@@robertdagge200 The U stocks that didn't move probably have a very low probability of entering production during this cycle. All the producers and most developers with realistic plans for mine construction did indeed move, and some even moved a lot.
@rowinrowinson84557 ай бұрын
lithium is abundant all over the world and relatively easy to extract there is absolutely no reason for lithium prices to be very high or lithium miners to make extraordinary profits in the long run even with a growing EV market. but there are always short term opportunities as Sven said
@Value-Investing7 ай бұрын
yes, unlike copper, there is plenty of lithium, and the recent boom has put more people searching for it...
@phvaessen7 ай бұрын
there is a reason why lithium drops in prices: 1. New battery technology (sodium-ion for example) use 50 to 70% less lithium. Sodium cost $350 per ton, Lithium $80,000. Sodium-ion is safer, and works better at lower temperature, power density is improving. 2. New Lithium mines have been found 3. Approximately 95 percent of a lithium-ion battery can be recycled into new batteries, at a fraction of the cost of mining. I guess, it will take a while ( 2 to three years) before the supply of various sources of lithium, and new battery technology become available will drop the price of Lithium even further. May be a short term upwards cycle.
@Value-Investing7 ай бұрын
this is exactly how a cycle works when prices get extremely high: 1. Alternatives are found 2. Explorers are heavily incentivized to explore for new mines, that with lithium isn't such an issue to mine 3. linear estimations of the future usually don't include changes:-)) But this will all make things very volatile in the environment, maybe there will be an opportunity for us, maybe not.. we will see
@phvaessen7 ай бұрын
@@Value-Investing exponential disruptions are paving our future. As investors we need to put that as part of our investing strategy. I bought Nvidia in 2016 because they were at the early stage of AI (GPU = parrallel processing = neural networks = AI). This is so far a 70x investment. Lithium batteries have dropped 90% in price over the last 15 years, and are going to drop again another 90% by 2035. Disruption goes two ways
@agdraaijer72887 ай бұрын
As it is now with current prices, lepidolite producers have stopped as it is uneconomical, and the profit margin on spodumene is so low that it is either becoming uneconomical or it is not feasible/risky to start up a new mine due to the Capex. High prices cure high prices, low prices cure low prices. It will take years before any alternative battery tech will put a significant dent in lithium battery tech. All those new Gwh battery factories under construction have equipment on order that their owners do want to earn back at least, otherwise it's a write off. We may not see 600k yuan per tonne of lithium carbonate, but the current price will more likely than not rebound from these levels
@SergiMedina7 ай бұрын
Loved the “elephant” reference, lol! I don't know, I think lithium is riskier than copper, gold, fossil fuels... because apparently people is starting to realize EV cars are just not practical at all... One can make a lot of money with lithium miners, but I think at this point it's a bit easier or more predictable just stick to those for now. Thank you!
@Value-Investing7 ай бұрын
thanks for sharing!
@Fath-gx9mk7 ай бұрын
Hey sven i saw your last vid about market guidance and i totally agree with bonds and EM strategy. I have to you one question or suggestion. I am also using IBRK - and they have a program for accounts with NAV of 100k 4.8% yield with no risk no trade parked there can you elaborate more how that works? Sounds like a too good to be true deal!
@Value-Investing7 ай бұрын
they take your money and put it in t-bill at 5.5%
@Fath-gx9mk7 ай бұрын
@@Value-Investing that's good or bad?
@georgistanchev35957 ай бұрын
Sven, I believe battery producers shall benefit more from the ongoing lithium price weakness.
@Value-Investing7 ай бұрын
costs are usually just pass through.
@haikvoskerchian28577 ай бұрын
Hi, I was looking at encode wire. They have 0 debt, a single digit p/e ratio, but sporadic growth that may indicate they're a cyclical. Are they exuberantly priced because of the current high prices of copper ?
@Value-Investing7 ай бұрын
what is going on there?
@peterjohn58347 ай бұрын
Dr Sven, How is it possible for Piedmont to have such a low production cost for lithium hydroxide when they have no experience and expertise in refining spodumene? They have huge plans and are currently driving Sayona broke in supplying spodumene at very low levels but a potential Spodumene supplier from Atlantic in Africa?
@Value-Investing7 ай бұрын
don't know the details, I see they have many projects, which makes it risky for me...
@erikm97687 ай бұрын
Dear Sven, what do you think about Koninklijke Ahold since last year? Seem like a good price point again now or will it go lower? ;)
@Value-Investing7 ай бұрын
I would need it below 20 to consider.
@carsonbechtel71656 ай бұрын
What about LAC?
@Value-Investing6 ай бұрын
haven't checked it in this round!
@GordonGekko987 ай бұрын
Lithium prices are gonna go down, never seen an oversupply in a commodity industry like this. Typically they are underinvested in , this was insane hype for some reason
@Value-Investing7 ай бұрын
:-)
@herokorai834626 күн бұрын
Wake up Sven! You told us to message you when ALB is 8B market cap range (nom book value - not tangible equity). Any thoughts? Lithium prices have also crashed.
@gordonchan64177 ай бұрын
How about the stock called LAC? Any comments for this stock? Thanks😊
@Value-Investing7 ай бұрын
haven't looked in depth yet
@gordonchan64177 ай бұрын
@Value-Investing Noted and thanks for your reply 👍
@user-hb2ku5oq5r4 ай бұрын
Nice job¡¡Congrats¡¡
@Value-Investing4 ай бұрын
thanks!
@user-hb2ku5oq5r3 ай бұрын
Thank you very much¡¡Nice to see you here¡¡@@Value-Investing
@paddieland7 ай бұрын
I think if I am watching KZbin for ideas I am probably a defensive investor. I avoid cyclicals once I have identified a stock as one as I don’t think I have a chance against “smart money”.
@Value-Investing7 ай бұрын
:-)
@joepistone89227 ай бұрын
Thanks Sven. I've never asked you for a video but I wonder if you could do the same for Nickel Nickel has dropped massively recently due to increase from Indonesia. I wonder if now is the right time.
@Value-Investing7 ай бұрын
Nickel is more complex than even lithium, but thanks for suggesting, you never know!
@joepistone89226 ай бұрын
Hey Sven I'm currently researching Nickel. I just wondered about your thoughts regarding whether Indonesian nickel forcing many other nations to place their nickel mining on hold will actually stabilise prices now. Are we near a bottom do you feel? I own Nickel Industries. A nice company with growing dividend out of Indonesia. Check them out. Thanks
@JaKi0527 ай бұрын
thoughts on LAC? recently split the company. LAAC is the other i believe
@Value-Investing7 ай бұрын
will have to check
@JaKi0527 ай бұрын
appreciate that thank you and look forward to it!@@Value-Investing
@erikm97687 ай бұрын
Why would you buy Arcadium over Pilabara?
@Value-Investing7 ай бұрын
depends on the price
@frossato7 ай бұрын
Strong EV demand....is the big question
@Value-Investing7 ай бұрын
there is demand, so we will see
@Debatom7 ай бұрын
Albemarle is a buy for me below 120
@Value-Investing7 ай бұрын
thanks for sharing
@Sherif89287 ай бұрын
What about the mining gaint Rio tinto
@Value-Investing7 ай бұрын
that is iron ore, lithium is just a small part and I think their Jadar project has big issues!
@ufopiloot7 ай бұрын
what about SLI?
@Value-Investing7 ай бұрын
haven't analyzed it yet!
@joe-hp4nk3 ай бұрын
Lithium is everywhere, there's more lithium than you can shake a stick at.
@Frank-yx1np7 ай бұрын
Can u do graphite sector
@Value-Investing7 ай бұрын
that is truly a difficult sector
@user-wc8cn7pt6m7 ай бұрын
BYD is talking with SGML
@alexchoe1147 ай бұрын
Very good 👍🏻👍🏻
@Value-Investing7 ай бұрын
thanks
@mathewwilson97767 ай бұрын
Can you explain why you diligently covered Chinese equities day in and day out when they traded 2-3x higher than today, and repeatedly said how great those businesses were and how they could easily 3-10x, while you now ignore them completely (nothing beyond repeating that emerging markets are cheap)? I think everybody can see that China is cheap, and yet it keeps getting cheaper. Why are JD's shares worth less than the cash in the balance sheet if it is such a great business, for instance?
@Value-Investing7 ай бұрын
the stock market is a voting machine in the short term, a weighting machine in the long-term. P.S. nobody knows how long is the long term
@holzchopf84717 ай бұрын
what about kering stock?
@Value-Investing7 ай бұрын
don't know much about luxury
@erikm97687 ай бұрын
Why does Arcadium have a 0 % dividend yield?
@Value-Investing7 ай бұрын
growth focus
@brentbecroft28906 ай бұрын
There is just so much supply coming on soon (wait till South America starts ramping up production) that you simply cannot go anywhere near this sector for years. Stay short.
@Value-Investing6 ай бұрын
that is a good assumption
@phantomcreamer7 ай бұрын
Seems risky. We haven't considered new battery technologies either.
@winterskiU7 ай бұрын
Yeah, I'm looking at companies like Enovix as an example, producing batteries using silicon and they are about to ramp up in April.
@alext17237 ай бұрын
Do your own research but Enovix just proposes a technologies enhancing the performance of batteries ("improving the packing efficiency of the active materials" ) . The batteries don't work on silicone (and how would they?!) but still with lithium as the active material. Other technologies currently are not fully developed, and would be more seen as "bombs on wheels" if it is used in cars.
@Value-Investing7 ай бұрын
that is correct, sodium batteries with BYD etc...
@fabxr7 ай бұрын
@@winterskiU and then there are solid-state batteries which have an even higher lithium content than Li ion batteries. So the demand could grow even faster. Who knows - the future is uncertain.
@fabiogiacomosantomauro89107 ай бұрын
Correct, the only element for which I don't see any possible new technology as a near term treat is copper
@mapp0v06 ай бұрын
Pls up 26% in the last 2 weeks. Still 20% shorted🥺
@Value-Investing6 ай бұрын
thanks for sharing
@judithdouglasbey54445 ай бұрын
❤❤❤❤❤
@Value-Investing5 ай бұрын
:-)
@vv-cv6ud7 ай бұрын
Watch out FOR LAC
@Value-Investing7 ай бұрын
thanks for sharing
@josebalvin8997 ай бұрын
Why buy risky stocks when almost nobody beats sp500 or vwce long term. Why be active investor when almost nobody beats Berkshire
@armanidesigner7 ай бұрын
Most hedge funds and zero amateur investors beat Berkshire or SP500 long term
@Value-Investing7 ай бұрын
great if it works for you, I would still be a poor kid if I did that