Starting this month, a 25% tariff will be imposed on natural and synthetic graphite anodes imported from China from the United States.
Another mineral…
China represents 97% of global anode output.
This should end well.
$BHP Group Ltd(BHP.AU$
Another mineral…
China represents 97% of global anode output.
This should end well.
$BHP Group Ltd(BHP.AU$
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I paid $7.50 the other day for 3 limes….I’m so dirty that a New York private equity mob came in an swooped up $Costa Group Holdings Ltd(CGC.AU$ (Australia largest citrus grower) on the cheap – this stock was easily going to double for us.
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With metal prices increasing nicely the last few months, BHP will really need to pony up to buy Anglo American (NGLOY).
I still don’t see it happening.
Looks like Anglo will continue looking for buyers for their diamond unit De Beers and also find a buyer for ANGPY, their platinum division.
As well as other non core assets.
It will be interesting to see what happens with ANGPY. With platinum finally gaining momentum, we should see a premium paid for their stake in the platinum division.
How...
I still don’t see it happening.
Looks like Anglo will continue looking for buyers for their diamond unit De Beers and also find a buyer for ANGPY, their platinum division.
As well as other non core assets.
It will be interesting to see what happens with ANGPY. With platinum finally gaining momentum, we should see a premium paid for their stake in the platinum division.
How...
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UBS is predicting negative cash flow for Pilbara Minerals in the next few years?
Well, that's a bit of a downer, but I can see why. Investing in projects like P1000 to boost production isn't cheap. But it's a risk they're taking to ensure future growth.
$Pilbara Minerals Ltd(PLS.AU$
Well, that's a bit of a downer, but I can see why. Investing in projects like P1000 to boost production isn't cheap. But it's a risk they're taking to ensure future growth.
$Pilbara Minerals Ltd(PLS.AU$
$Woodside Energy Group Ltd(WDS.AU$ produces gas. Gas prices are going up. WDS 🚀🚀🚀
Inflation is running hot and the plebs are starting to get angry.
What do you do?
$S&P/ASX 200(.XJO.AU$
What do you do?
$S&P/ASX 200(.XJO.AU$
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/151462575/20240517/4db56d6af7ed4cff993d1a91a2913d30.jpg/thumb?area=102&is_public=true)
Russian ALUMINUM, COPPER & NICKEL is now banned from the COMEX & LME…..Russian Platinum Group Metals (PGMs – PLATINUM and PALLADIUM) have been exempted due to ‘supply chain sensitivities’ – which in my view, means PGMs are tight beyond belief and ready for a historic short squeeze. BUY $Fortescue Ltd(FMG.AU$ $Newmont Corp(NEM.AU$
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BONDS and STOCKS got touched up while GOLD, SILVER & COPPER rallied…..This is 70’s style price action and I’m lovin’ every moment!! $S&P/ASX 200(.XJO.AU$
$GUD Holdings Ltd(GUD.AU$ The GUD Holdings share price is pumping up 11.5% to hit 10.90,and it′s all thanks to their latest trading update!🚀
👀 When it comes to copper, it seems $BHP Group Ltd(BHP.AU$ hit a brick wall with their nearly US 43 billion revised bid for Anglo American.😅Anglo American just wasn't having it!🙅
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