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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: bruwin who wrote (70530)	6/22/2022 7:08:32 PM
From: E_K_S	1 Recommendation Recommended By Spekulatius Read Replies (3) \| Respond to of 78753

I have been adding VALE as they are one of the largest Nickle producers among many other minerals. Bought some today. My average cost is around $12/share, so I should really step it up on my buys. I have large position in FCX w/ very low avg cost and average position in SCCO but I started that earlier this year. GLNCY missed my radar so will need to look at that. VALE s/d be at the top of the list as Nickle is needed for all those EV batteries. Their copper used in the EV motors. Old Joe still pushing EV's and Green New Deal (which they really need a longer transition period) but that's the policy, so need to get the capital working. ------------------------------------------------------------------ I listened to a Podcast yesterday (The Verge) where they interviewed the CEO of Mercedes. I owned a 380 SL diesel in the early 90's and it was built like a tank. Mercedes is going ALL ELECTRIC by 2030 (if not sooner). Eliminating all of their petrol cars ( they made efficient diesels too). CEO said it's their quality theme as well as adopting new technology (may partner w/ APPL). So for me, it's a sad day. CEO said NVDA sensors using Lidar technology will be well represented in their new EV cars. Also said there would be recurring fees for EV updates. These are ongoing revenue streams for them so plan on paying every quarter if you want their updates.