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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (55511)3/8/2018 6:59:32 AM
From: Ditchdigger  Read Replies (1) of 78748
 
Hi EkS, so no interest in SQM? I saw you were discussing it back in 2015 (the post I responded to).
It's been on my watch list for a few quarters and has gotten hit hard following a research report on lithium supply/demand. Appears to be a way to get commodity exposure to batteries and ag all in one shot.
I think the price still looks attractive here, just reversed yesterday on the p&f chart. I may add a few more shares. Where do you feel we are in the commodity cycle? Am I late to the party or early(G).
From the trading of the mlp's apparently any ramp up further in the US/global economies won't require any hydrocarbons.
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