Get started

Search in ideas for "zAngus"

Renascor Vertically Integrated Battery Anode Material Manufact..I have just been having a bit of a look around some of Australia's EV raw material type stocks and Renascor has been a bit of a monster over the last 12 months up around 1200%. From their Facts Page: renascor.com.au Renascor is developing a vertically integrated Battery Anode Material Manufacturing Operation in South Australia. Renascor’s Siviour Graphite Deposit is the world’s second largest Proven Reserve of Graphite and the largest Graphite Reserve outside of Africa. The favourable geology and location of the Siviour Graphite Deposit will allow Renascor to produce Graphite Concentrate at a cost that is amongst the lowest in the world. Graphite Concentrates will be processed into Purified Spherical Graphite (“PSG”) in a 28ktpa, eco-friendly manufacturing facility in South Australia and shipped to lithium-ion battery anode manufacturers (currently located in Northeast Asia). By leveraging off the low-cost Siviour resource, Renascor’s PSG production cost will be amongst the lowest in the world, competitive with current Chinese production and advantaged over other developments outside of China. Looks interesting ...
ASX:RNULong
by zAngus
Well its official. Bitcoin to $500k !Cathy Wood in an interview came out today and declared that a Bitcoin valuation of around $500,000 might not be such a big stretch after all if institutions start to accumulate - especially with the likely imminent release of Crypto ETF's. “If institutions around the world were to allocate 5 per cent of their portfolios to bitcoin, that allocation alone … would add roughly US$500,000 to bitcoin’s price today,” she said. Is Cathy likely to be right - who knows. Will Bitcoin get to $500k a coin - who knows. Is it fun to speculate - probably :) What do you think? $500k might not be a reality, but it might make $100k perhaps a little more likely than it might have been a few short weeks ago. Not trading advice! But if it gets to $500k, here is my post for posterity :D Wonder if I will be alive... Article: www.fintechbusiness.com
BITSTAMP:BTCUSDLong
by zAngus
46
ASX's Vulcan Signs Deal To Sell Lithium to South Korea's LG ChemI've liked Vulcan for a long time as a Zero Carbon Lithium Provider with a strong European presence. This latest news with South Koreas LG Chemical would certainly seem to reduce some of the supply chain risk in the business in terms of long term high profile relationships. LG Chem is one of the biggest battery manufacturers - especially for Electric Vehicles - in the World. Short version: "Australia-listed lithium miner Vulcan Energy Resources VUL said on Monday it had signed a long-term deal to sell lithium hydroxide from its German project to the battery unit of South Korea's LG Chem 051910". You can see it has tried to break out and make some new highs but has failed each time, so worth keeping an eye on it.
ASX:VULLong
by zAngus
3
Lithium Running Hard On Shortages NewsAustralian Lithium miners like Liontown Resources are running really well at the moment with all the news around battery shortages. Might be a bit too late to catch this one, but well worth looking around for other Lithium suppliers that might not have run as hard yet. "Lithium hydroxide prices hit all-time highs of $20,000 per metric ton on Sept. 8, according to S&P Global. The primary reason is a surge in electric vehicle sales in China that has driven demand for lithium-ion batteries higher. Between January and August, sales of new electric vehicles (NEVs) in China jumped 194% year over year, according to data from the China Association of Automobile Manufacturers." Source: www.fool.com
ASX:LTRLong
by zAngus
@Spreck talked me into buying FB - Good idea or Fail?@spreck talked me into buying some Facebook shares in the After Market hours. It is definitely in the oversold area and down around 16% off its highs so a pretty good pull back and I can see it is up slightly in the After Market auction - hence my buy price a bit higher than the close of day. It seems to be at a bit of a support area, so I'm hoping for perhaps a short term bounce, so have my stop at the bottom of todays low (so under 2% of my buy price), and a 5% trail to get me out quickly if it is some kind of technical bounce. I don't think it is going to be a long term buy and hold. Probably more downside in the short to medium term it seems. Ironically the Facebook site is ALSO down at the moment. What do you think - Good idea or Fail ? :)
NASDAQ:METALong
by zAngus
25
Avantor Named Best Company in Bioprocessing ExcellenceAvantor is having a nice steady run. Might be a bit overbought according to its RSI, but I do like that it is still a sub $40 stock. Will keep an eye on it. From their website: Avantor®, a Fortune 500 company, is a leading global provider of mission-critical products and services to customers in the biopharma, healthcare, education & government, and advanced technologies & applied materials industries. Our portfolio is used in virtually every stage of the most important research, development and production activities in the industries we serve. One of our greatest strengths comes from having a global infrastructure that is strategically located to support the needs of our customers. Our global footprint enables us to serve more than 225,000 customer locations and gives us extensive access to research laboratories and scientists in more than 180 countries. We set science in motion to create a better world.
NYSE:AVTRLong
by zAngus
Bitcoin back at resistance. What do you think - Up or Down?BTC has been range trading a little. Has a great support base at that $41k mark, but is having trouble breaking back up into the $50ks. I don't feel like there is enough momentum there right now - and it is indeed trading sideways. Will be interesting to see what the stock market does over the next week. Many are tipping a stock market pullback / crash and recommending Gold, Silver and BTC as a bit of a flight to safety. China is creating nervousness around how they will deal with Evergrande further unsettling the market. What do you think? BTC UP or DOWN?
BITSTAMP:BTCUSDLong
by zAngus
15
Crocs Starts Using Bio-Based Material in ShoesIs there anything these shoes can't do? One of the best runners ( walkers ? ) over the last 18 months Crocs continue to keep reinventing themselves with celebrity endorsers, designer Crocs, and now environmentally friendlier versions as well. Had a good move up yesterday against the market and signs are looking bullish. Some people might say they are embarrassed to wear them, but their share price says plenty of people have and like them :)
NASDAQ:CROXLong
by zAngus
OZ Minerals - Australian Copper Miner. Was just having another read of some articles that indicate that copper demand from the transition to cleaner energy will grow somewhere between 600% and 900% over the next 5 to 10 years or so. Amongst other battery minerals copper is critical for solar panels, wind turbines, electric vehicles and battery storage and as we head towards net-zero emissions, increasingly large quantities of copper will be required. It is a resource that has been underinvested in over the last few decades so there is a shortfall in supply. Thought I would have a look around and see what copper miners are about and this one continues to look good. OZ Minerals is a copper focused miner in Australia and you can see from the chart has been having a great consistent run over the last 12 months. Thought I would have a look around and see what copper miners are about and this one looks good. Well worth keeping an eye on for a potential trade. I posted about them a few months ago and they are continuing to head up. March 30 2021 Post August 4 2020 Post
OLong
by zAngus
4