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Ill throw something at this thread. I think mineral sands are next. After all the iron and steel has built the frames of developing china and india then comes the paint and tiles 
The next stock group to boom?
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Noone has mentioned the geothermal energy companies,
TEY, which is my favourite, but also GDY and PTR, which are building away in the background, and should eventually be in a position to supply abundant, greenhouse friendly energy, and in huge almost limitless, supply.
TEY, which is my favourite, but also GDY and PTR, which are building away in the background, and should eventually be in a position to supply abundant, greenhouse friendly energy, and in huge almost limitless, supply.
Ill throw something at this thread. I think mineral sands are next. After all the iron and steel has built the frames of developing china and india then comes the paint and tiles
I held BMX for almost 2 years waiting for that to happen. I agree that it should but when it will happen is the question. Will it be next?. When TTY started buying into mineral sands their SP dropped when it should have been rising because of it's iron ore produntion.
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rare earth miners look promising , im holding greenland minerals and energy stock.sp has risen 37% in last 2 weeks and now in a trading halt.
they have a licence to mine rare earth oxides in greenland but not yet a uranium mining go ahead ,however according to greenland officialdom,subject to application and approval uranium maybe extracted as a by-product of normal mining activities.
im also still keen on coal,chart a few of them and see how they impress.
china needs coal and of course there are many chinese!
they have a licence to mine rare earth oxides in greenland but not yet a uranium mining go ahead ,however according to greenland officialdom,subject to application and approval uranium maybe extracted as a by-product of normal mining activities.
im also still keen on coal,chart a few of them and see how they impress.
china needs coal and of course there are many chinese!
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i think it's reasonably easy to make modest gains in booming sectors well after the trend has established (ie iron ore & gas), but the key is not to get too greedy and lock in some profits before the herd moves elsewhere... if anyone was investing in the dot-com or uranium madness they will know this...
i like this thread though... the only way investors will make REAL money is to be on something well before the boom starts...
here are a couple of my thoughts:
Tin - used in all electronics so demand is constantly growing, supplies dwindling rapidly with mines benig shutdown everywhere, price is getting out of control... given the price rise and potential for it to rise further, the SP of most Tin companies hasnt improved as much as i would have thought... the market should wake up soon
Consolidation in heavily segmented household services - well ABC learning did it in childcare reaping impressive returns for investors who got in early and got out before eddy went mental... i think you will see similar business models employed in other sectors with success... Invocare in funeral services will continue to make a killing (pun)... The veterinary sector is another one that will see some major consolidation... Greencross is implementing this now with a great deal of success...
i like this thread though... the only way investors will make REAL money is to be on something well before the boom starts...
here are a couple of my thoughts:
Tin - used in all electronics so demand is constantly growing, supplies dwindling rapidly with mines benig shutdown everywhere, price is getting out of control... given the price rise and potential for it to rise further, the SP of most Tin companies hasnt improved as much as i would have thought... the market should wake up soon
Consolidation in heavily segmented household services - well ABC learning did it in childcare reaping impressive returns for investors who got in early and got out before eddy went mental... i think you will see similar business models employed in other sectors with success... Invocare in funeral services will continue to make a killing (pun)... The veterinary sector is another one that will see some major consolidation... Greencross is implementing this now with a great deal of success...
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The Beverly Uranium mine is owned and operated by Heathgate. They are also tied in with Alliance Resources through Quasar (an affiliate of Heathgate Resources).
Alliances JV partner Quasar just announced last week that that would be skipping the leach testing and applying straight for a mining lease of the Four Mile U prospects.
I hold both AGS and BMN, as well as ROY ( for iron ore and their U.S Uranium), PDN (though suffering badly since I came across with the Summit takeover
) and even HLX has a sniff of uranium in their portfolio.So i'm pretty bullish on uranium.
BUT given hindsight and my lack of experience, as its been stated on this thread, there are boom runs of resources and I should have locked in some profits before the butt fell out of uranium ...for the time being.
I recently also bought in to DRX which is focusing on mineral sands.
They are looking at tiles etc for the chinese and actually might have broken out after today.
I dont think it will run like gold,coal and ore though.
My pick is Bio fuels. We are all looking to take more care of the environment these days so perhaps a company like NFLwill take off 1 day. {I dont hold any btw}
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Well the next boom isnt going to be potash if you can believe the press.
Interesting article which if nothing else evokes a sense of caution regarding buying into the more speculative plays.
Article also supports some of th eposters here who suggest the more exotic minerals such as molybdenum, tungsten, tantalum and niobium metals. Anyione heard of niobium?
Great thread and on the right track.
http://www.theaustralian.news.com.au/story/0,25197,23680699-5005200,00.html
Interesting article which if nothing else evokes a sense of caution regarding buying into the more speculative plays.
Article also supports some of th eposters here who suggest the more exotic minerals such as molybdenum, tungsten, tantalum and niobium metals. Anyione heard of niobium?
Great thread and on the right track.
http://www.theaustralian.news.com.au/story/0,25197,23680699-5005200,00.html
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I'm not sure about the next boom.
However, I am convinced about an area which will boom in the next couple of years, as it way overdue - Intelligent Fastening (TZL) .
However, I am convinced about an area which will boom in the next couple of years, as it way overdue - Intelligent Fastening (TZL) .
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Have a look at the Tantalum-Niobium International Study Centre's website: http://www.tanb.org for more information. The basics are there, and the membership list might prove useful.
I actually think the quality (read early to production) potash and phosphate plays will do very nicely over the next couple of years. It's like iron ore, the resource is there in abundance but grade and proximity to infrastructure is the key. BHP also seems to think potash has a way to run, given their Canadian acquisition last week...maybe Kloppers didn't read the article in the Australian?
:I hold MAK and RWD.
But most of my money is tied up in iron ore.
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The POO brigade look to have some legs however i am happy to be holding Iron Ore plays and speculating in the Coal Seam plays in QLD.
Would be nice to get into the next big thing early though. The Coal to liquid plays look interesting. Watching LNC (G2L and UCG - converting coal to fuel) with interest.
I have attached some additional press below re the Potash/ Phosphate question. Stick with the near to production plays as you have quite rightly indicated Broadside IMO. May not be a very big window of opportunity for the longer term prospects howver you never know what is aroiund the corner.
"Saudi Arabia's Maadan Phosphate Co will bring its new fertiliser plant into production in just over two years' time. It will use local phosphate and cheap natural gas.
This first phase will add 2.9 million tonnes a year to the supply of diammonium phosphate (DAP) and will, by itself, tip the DAP global market into surplus, according to Barrie Bain, of the British-based fertiliser consultancy Fertecon.
The second phase will bring production up to 6million tonnes a year, equivalent to half the DAP produced around the world in 2006, according to Middle East Business Intelligence.
Morocco will remain the world's largest exporter of phosphate overall and another fertiliser, monoammonium phosphate. And last week the Moroccans signed a deal with PetroVietnam Fertiliser to build a new DAP plant in the North African country to supply Vietnam and surrounding countries with fertiliser from 2011.
One of Europe's largest producers of phosphate-based chemicals, Nilefos Minerals, is reported to be investing $US535 million to develop a 230 million tonne phosphate deposit in Uganda."
Would be nice to get into the next big thing early though. The Coal to liquid plays look interesting. Watching LNC (G2L and UCG - converting coal to fuel) with interest.
I have attached some additional press below re the Potash/ Phosphate question. Stick with the near to production plays as you have quite rightly indicated Broadside IMO. May not be a very big window of opportunity for the longer term prospects howver you never know what is aroiund the corner.
"Saudi Arabia's Maadan Phosphate Co will bring its new fertiliser plant into production in just over two years' time. It will use local phosphate and cheap natural gas.
This first phase will add 2.9 million tonnes a year to the supply of diammonium phosphate (DAP) and will, by itself, tip the DAP global market into surplus, according to Barrie Bain, of the British-based fertiliser consultancy Fertecon.
The second phase will bring production up to 6million tonnes a year, equivalent to half the DAP produced around the world in 2006, according to Middle East Business Intelligence.
Morocco will remain the world's largest exporter of phosphate overall and another fertiliser, monoammonium phosphate. And last week the Moroccans signed a deal with PetroVietnam Fertiliser to build a new DAP plant in the North African country to supply Vietnam and surrounding countries with fertiliser from 2011.
One of Europe's largest producers of phosphate-based chemicals, Nilefos Minerals, is reported to be investing $US535 million to develop a 230 million tonne phosphate deposit in Uganda."
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[/QUOTE]My pick is Bio fuels. We are all looking to take more care of the environment these days so perhaps a company like NFLwill take off 1 day. {I dont hold any btw}[/QUOTE]
I'd hold steady on biofuels - the thing about growing crops to turn into fuel is that it takes a HUGE amount of crops to make a tiny amount of fuel. I'm dead against bio fuels for the following reason.
Growing crops for fuel pushes up the price of food, meaning more people starve so I can drive down to KFC. Sorry, doesn't sit well with me. While it is one of those expressions that rolls off the tongue easily (like 'clean coal' and 'carbon sequestration') when paying lip service to environmental ideals, the reality of it it is untenable and I think irresponsible.
Next boom? not biofuels - try horse breeding or stage coach building.
I'd hold steady on biofuels - the thing about growing crops to turn into fuel is that it takes a HUGE amount of crops to make a tiny amount of fuel. I'm dead against bio fuels for the following reason.
Growing crops for fuel pushes up the price of food, meaning more people starve so I can drive down to KFC. Sorry, doesn't sit well with me. While it is one of those expressions that rolls off the tongue easily (like 'clean coal' and 'carbon sequestration') when paying lip service to environmental ideals, the reality of it it is untenable and I think irresponsible.
Next boom? not biofuels - try horse breeding or stage coach building.
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My pick is Bio fuels. We are all looking to take more care of the environment these days so perhaps a company like NFLwill take off 1 day. {I dont hold any btw}[/QUOTE]
I'd hold steady on biofuels - the thing about growing crops to turn into fuel is that it takes a HUGE amount of crops to make a tiny amount of fuel. I'm dead against bio fuels for the following reason.
Growing crops for fuel pushes up the price of food, meaning more people starve so I can drive down to KFC. Sorry, doesn't sit well with me. While it is one of those expressions that rolls off the tongue easily (like 'clean coal' and 'carbon sequestration') when paying lip service to environmental ideals, the reality of it it is untenable and I think irresponsible.
Next boom? not biofuels - try horse breeding or stage coach building.[/QUOTE]
Well as I said, i dont hold any Bio fuel stocks anyway. Though personaly I dont think the wealthy people in the world out there really care too much about people starving. they are just out to make their next buck.
Perhaps it wont be bio fuels. there are still plenty of alternatives coming online in the near future.....Electric cars, hydrogen oneday maybe? Hell maybe even nuclear powered cars (though im bias in saying that because I hold uranium stocks hehe)
Bio fuel was just my suggestion.
Hey this was quite interesting. Thanks for posting the link.
I dont think Niobium will be the next boom if you read this part..
I'd hold steady on biofuels - the thing about growing crops to turn into fuel is that it takes a HUGE amount of crops to make a tiny amount of fuel. I'm dead against bio fuels for the following reason.
Growing crops for fuel pushes up the price of food, meaning more people starve so I can drive down to KFC. Sorry, doesn't sit well with me. While it is one of those expressions that rolls off the tongue easily (like 'clean coal' and 'carbon sequestration') when paying lip service to environmental ideals, the reality of it it is untenable and I think irresponsible.
Next boom? not biofuels - try horse breeding or stage coach building.
[/QUOTE]Well as I said, i dont hold any Bio fuel stocks anyway. Though personaly I dont think the wealthy people in the world out there really care too much about people starving. they are just out to make their next buck.
Perhaps it wont be bio fuels. there are still plenty of alternatives coming online in the near future.....Electric cars, hydrogen oneday maybe? Hell maybe even nuclear powered cars (though im bias in saying that because I hold uranium stocks hehe)
Bio fuel was just my suggestion.
Hey this was quite interesting. Thanks for posting the link.
I dont think Niobium will be the next boom if you read this part..
Current market sentiment is great - I hope a few people here bought into the two UCG stocks I mentioned on the 3rd of May...
Just in the last 2 weeks;
MEE has risen approx 88%
CXY has risen approx 63%
Personally, I believe much more upside in these little gems, MEE in particular.
Just in the last 2 weeks;
MEE has risen approx 88%
CXY has risen approx 63%
Personally, I believe much more upside in these little gems, MEE in particular.
Growing crops for fuel pushes up the price of food, meaning more people starve so I can drive down to KFC. Sorry, doesn't sit well with me. While it is one of those expressions that rolls off the tongue easily (like 'clean coal' and 'carbon sequestration') when paying lip service to environmental ideals, the reality of it it is untenable and I think irresponsible.
Next boom? not biofuels - try horse breeding or stage coach building.
Agreed. Bio-waste into fuel, yes, but growing crops for fuel will soon backfire in a big way.
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Next boom? not biofuels - try horse breeding or stage coach building.
Perhaps you might want to consider buggy whips. So much more interesting on soooo many levels.
I caught that too. Tantalum looks very interesting. Found a Canadian company that deals with it a lot and pays a dividend, but it trades in New York and not Toronto. I might do a bit more research on it.
Chemical companies such as Dupont and oil company Chevron are forming joint ventures to look at cellulosic biofuels (a more expensive process than food-stock biofuels). Chevron's joint venture is with a forest products company, which may pay off using forest waste. North America is also having problems with pine beetle infestations, so there's lots of unmarketable wood out there that can be used. Switch grass and farm waste are also being used.
In extremely hot climates, such as Arizona, biofuel from algae is a big thing and there are high yields of biofuel. The theory is that since most underground oil was merely algae a hundred million years ago, it's a logical next step.
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For uranium look to who is producing or like;y to get to production soon - PDN, AGS
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I wonder if we even can conceive of what the next boom sector will be - what is going to be the next world altering event? The current resources boom is due to the simultaneous rise of the Indian and Chinese middle classes. I really think the next big event to push us to change dramatically will be when we fall off the back side of peak oil (I'd say we are sitting cose to the peak now - one side or the other).
Lets say that we are smart enough to realise that we need to use oil for the really important stuff, whatever that turns out to be, as our reserves dwindle. I'd say that would mean oil powered transportation for the masses gets a big red cross.
Assuming that we need to find a different fuel to get around to the shops, work, picking up the kids etc - so electric cars? Sounds good, would suit most day to day needs so overnight charging can do it. What about planes? Hmmm problem here. Maybe hydrogen? Cost a mozza to generate the gas - crashes would be a whole lot more spectacular. Shipping? Have to be nuclear wouldn't it.
So - (Go Nuke, you'll like my thinking here)- we should be able to get by with $500 a barrel oil prices if it is used for the right purposes - ie NOT transport. If the transportation solutions I've hinted at are close to the money then we are going to need a heap of electrical power to turn water into hydrogen, power our cars & lawn mowers etc. What's a clean way of getting a lot of power? Hydro!! except we don't have any water...... Hmmm, what's that yellow stuff we have in the ground round these parts?? Go Nuke??
So I reckon the next real boom will be uranium mining, hydrogen production, nuclear power stations and ships. Probably have to wait a few years for it to happen though.
Lets say that we are smart enough to realise that we need to use oil for the really important stuff, whatever that turns out to be, as our reserves dwindle. I'd say that would mean oil powered transportation for the masses gets a big red cross.
Assuming that we need to find a different fuel to get around to the shops, work, picking up the kids etc - so electric cars? Sounds good, would suit most day to day needs so overnight charging can do it. What about planes? Hmmm problem here. Maybe hydrogen? Cost a mozza to generate the gas - crashes would be a whole lot more spectacular. Shipping? Have to be nuclear wouldn't it.
So - (Go Nuke, you'll like my thinking here)- we should be able to get by with $500 a barrel oil prices if it is used for the right purposes - ie NOT transport. If the transportation solutions I've hinted at are close to the money then we are going to need a heap of electrical power to turn water into hydrogen, power our cars & lawn mowers etc. What's a clean way of getting a lot of power? Hydro!! except we don't have any water...... Hmmm, what's that yellow stuff we have in the ground round these parts?? Go Nuke??
So I reckon the next real boom will be uranium mining, hydrogen production, nuclear power stations and ships. Probably have to wait a few years for it to happen though.
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