niphon Back in March 2023, I published an article on Australian rare earth miner Lynas Rare Earths Ltd (OTCPK: LYSCF)(ASX:LYC). Back then, Lynas’ shares were being raked over the coals after Tesla Inc. (NASDAQ:TSLA) announced plans to open a $5 billion gigafactory in Mexico and, among other things, redesign its PM motor to exclude rare…
Kira88 Fundamentals: On Tuesday, the price of gold went way up, hitting over $2,100 per ounce in New York, a record high. This happened because a lot of big economic things are going on in the world right now that are making investors very interested in gold. One big reason is that when you adjust…
FrankRamspott/E+ via Getty Images Investment Thesis Global Insured Catastrophe losses exceeded $100bn for the 4th year running according to a recent report by Aon. Climate change and demographic change make this likely to be a long term trend. Insurance and reinsurance companies are one way to invest in this trend – but these have to…
AzmanL/E+ via Getty Images Summary Readers may find my previous coverage via this link. My previous rating was a hold, as I believed any further upside for Braze (NASDAQ:BRZE) would require multiples to re-rate even higher, even though I was optimistic about the business. My conclusion back then was to wait for a cheaper valuation…
Michael M. Santiago/Getty Images News Investment Thesis The growth rate of Mobileye (NASDAQ:MBLY) seems to have cooled a bit down in the last year. However, this is arguably because it is the calm before the storm with regards to the adoption of next-gen (partly) autonomous driving systems. These have a price of between 1 and…
gaspr13/E+ via Getty Images Marine Products (NYSE:MPX) manufactures recreational fiberglass powerboats under the Chaparral and Robalo brands. The company sells its boats to an extensive global network of authorized dealerships, including over 300 dealers as of the company’s June presentation. The company prides itself on innovative design and efficient operations. With strong earnings, the Marine…
arsenisspyros For the second time in its modern history, Germany was recently “awarded” the title of “the sick man of Europe”. Indeed, there are plenty of headwinds the German economy is currently facing: high energy costs, declining competitiveness of the German industry, overwhelming bureaucracy, and so on. With the exhaustion of the existing economic model,…
SweetBunFactory In the recent Fiscal Q4 earnings report, Applied Materials, Inc. (NASDAQ:AMAT) has exhibited a strong financial performance, surpassing estimates and demonstrating robust growth across multiple segments. Despite an ongoing U.S. criminal investigation related to potential evasion of export restrictions, the company maintains a positive outlook. While the investigation has indeed cast a shadow over…
One of the factors that align with the ‘perfect storm’ is the upcoming Bitcoin halving event expected to occur in April 2024. According to a tweet on X by John Deaton, a prominent crypto lawyer actively representing XRP holders in the ongoing SEC case, US regulators may finally approve Bitcoin exchange-traded funds (ETFs) very soon….
champc In the aftermath of the 2020 volatility spike, Flow Traders (OTCPK:FLTLF) was often hailed as insurance against declining markets. Over the last years, markets have not been declining but still volatility traded at, historically, elevated levels. This year volatility dropped and even though Flow has returned value in terms of dividend, the declining stock…
David Baileys “Humankind cannot bear very much reality.” – T.S. Eliot As the data continues to flow in, third-quarter GDP growth is ranging from the Atlanta GDP Now forecast of 4.9% to the St.Louis Fed Nowcast of 1.6% or the NY Fed Nowcast of 2.2%. Unless there is a change, Q3 GDP growth is going…
Sean Anthony Eddy Investment Thesis SDI Group (OTCPK:SDIIF) is a fallen angel within the small caps of the United Kingdom. The company had achieved spectacular returns in the last decade; however, the general fear in the market, high inflation in the UK, the exit of investments in small caps, an impairment, and the termination of…