New posts

Reply to thread

Message

While I think gold and silver are potentially still going to go much higher, I've been thinking about what's the next thematic to be in. I thought battery metals as a group a couple of years ago but they haven't really ran well except in spurts and then collapses. Li and Ni as good examples. Needed to be in them early and get out judiciously. And, didn't expect the slower EV take up and China to destroy the markets.

The next theme might be Cu, and it's why I've had a few copper plays and have just held onto WIRE for a longer term investment. Copper did have a good run from Feb to May this year but then fell over. The general talk is that we're approaching at 10Mt pa deficit in copper starting from around 2025, but will depend on world growth assumptions. Not too many new discoveries readily coming on so even with subdued demand the downside looks small. Just a matter of when the deficit kicks in. 2025-26 looks like the potential price rise period.

Copper is Lobo Tiggre's conviction trade for 2025, and he's got a lot right recently, but, it depends on growth assumptions.

So, this is why I've held onto the copper things, less HCH due to management, and will add more while it's in the dumps expecting it to turn around in the coming year or two.

Not a bad overview here:

[MEDIA=youtube]-FZv4j3aTvg[/MEDIA]

<blockquote data-quote="Sean K" data-source="post: 1309635" data-attributes="member: 3610">While I think gold and silver are potentially still going to go much higher, I&#039;ve been thinking about what&#039;s the next thematic to be in. I thought battery metals as a group a couple of years ago but they haven&#039;t really ran well except in spurts and then collapses. Li and Ni as good examples. Needed to be in them early and get out judiciously. And, didn&#039;t expect the slower EV take up and China to destroy the markets.The next theme might be Cu, and it&#039;s why I&#039;ve had a few copper plays and have just held onto WIRE for a longer term investment. Copper did have a good run from Feb to May this year but then fell over. The general talk is that we&#039;re approaching at 10Mt pa deficit in copper starting from around 2025, but will depend on world growth assumptions. Not too many new discoveries readily coming on so even with subdued demand the downside looks small. Just a matter of when the deficit kicks in. 2025-26 looks like the potential price rise period. Copper is Lobo Tiggre&#039;s conviction trade for 2025, and he&#039;s got a lot right recently, but, it depends on growth assumptions. So, this is why I&#039;ve held onto the copper things, less HCH due to management, and will add more while it&#039;s in the dumps expecting it to turn around in the coming year or two. Not a bad overview here:[MEDIA=youtube]-FZv4j3aTvg[/MEDIA]</blockquote>

[QUOTE="Sean K, post: 1309635, member: 3610"] While I think gold and silver are potentially still going to go much higher, I've been thinking about what's the next thematic to be in. I thought battery metals as a group a couple of years ago but they haven't really ran well except in spurts and then collapses. Li and Ni as good examples. Needed to be in them early and get out judiciously. And, didn't expect the slower EV take up and China to destroy the markets. The next theme might be Cu, and it's why I've had a few copper plays and have just held onto WIRE for a longer term investment. Copper did have a good run from Feb to May this year but then fell over. The general talk is that we're approaching at 10Mt pa deficit in copper starting from around 2025, but will depend on world growth assumptions. Not too many new discoveries readily coming on so even with subdued demand the downside looks small. Just a matter of when the deficit kicks in. 2025-26 looks like the potential price rise period. Copper is Lobo Tiggre's conviction trade for 2025, and he's got a lot right recently, but, it depends on growth assumptions. So, this is why I've held onto the copper things, less HCH due to management, and will add more while it's in the dumps expecting it to turn around in the coming year or two. Not a bad overview here: [MEDIA=youtube]-FZv4j3aTvg[/MEDIA] [/QUOTE]

Verification