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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: ajtj99 who wrote (53564)	3/4/2022 3:17:54 PM
From: roto	3 Recommendations Recommended By ajtj99 Cogito Ergo Sum rimshot Read Replies (1) \| Respond to of 97493

looks as if resources may be what Putin wants.. For those who are asking: "Why is Ukraine interesting"? That's why Ukraine is interesting It is Europe's second largest country by surface and has a population of over 43 million people - about 6 million more than Poland. Ukraine is ranked: 1. in Europe after proven reserves of uranium ore; 2nd place in Europe and 10th place in the world according to titanium ore reserves; 2nd place in the world in researched mango mine reserves (2.3 billion tons, or 12% of world reserves); 2. largest iron ore reserves in the world (30 billion tonnes); 2nd place in Europe in terms of mercury reserves; Third place in Europe (13th place in the world) by spruce gas reserves (22 trillion cubic meters) 4. in the world by the total value of natural resources; Seventh place in the world by coal reserves (33.9 billion tons) Ukraine is an important agricultural country: 1. in Europe by the surface of agricultural land; 3rd place in the world by black surface (25% of the world's volume); 1st place in the world in terms of sunflower and sunflower oil export; 2nd place in the world in barley production and 4th place in barley export; 3. biggest producer and the 4. largest exporter of corn in the world; 4. the largest potato producer in the world; 5. world's largest rg producer; 5th place in the world in bee production (75,000 tons); 8th place in the world in wheat export; 9th place in the world in the production of chicken eggs; 16th place in the world for cheese export. Ukraine can meet food needs of 600 million people. Ukraine is an important industrialized country: 1. in Europe with the production of ammonia; 2. European and the 4. the largest gas system in Europe; 3. by size in Europe and 8. worldwide after installed power of nuclear power plants; 3rd place in Europe and 11th in the world in the length of the railway network (21.700 km); 3rd place in the world (after USA and France) in the production of locators and locating equipment; Third largest exporter of iron in the world 4. world's largest exporter of turbines for nuclear power plants; 4. world's largest manufacturer of rocket launchers; 4th place in the world in clay export 4th place in the world in titanium export 8th place in the world for exports of mines and concentrates; 9th place in the world for export of products from the defense industry; 10th largest steel producer in the world (32.4 million tons)..

To: ajtj99 who wrote (53564)	3/4/2022 7:06:08 PM
From: Lee Lichterman III	2 Recommendations Recommended By ajtj99 pak73 Respond to of 97493

That is something that has me shaking my head on a lot of stuff. Many stocks are or were soaring on shortages (AA, ALB etc). However if they can't get the raw materials, they are going to be producing less product. Yes, they will have better pricing power for finished product but their raw material prices are going to be higher too. Even if they can pass these costs through and maybe even squeeze some more profit margins, I seriously doubt profit is going to rise relative to the stock price appreciation on them. ALB finally seems to be coming back to earth but I'm seeing a lot of other materials stocks flying. Are they pricing in stickyness that once raw material production comes back online, finished product prices will stay higher?? I just don't get it.