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24/11/22
https://www.mining-technology.com/news/hypromag-rare-earth-germany/
Lithium stock 'all' now up 4.1% after sqm reports great earnings
frg deserves a similar boost from this low level
Https://www.reuters.com/markets/commodities/profits-chiles-sqm-surge-more-than-ten-fold-third-quarter-2022-11-17/
cnet article:
Https://cutt.ly/KMIIcBm
sector review:
https://www.washingtonpost.com/business/2022/11/16/fda-lab-meat-approval/
bsfa video, 3 weeks ago
worth watching, section about 'the market', starts at timebar 3m00s
Https://www.youtube.com/watch?v=BlTZwz9krqg
Meat accounts for nearly 60% of greenhouse gases from food production, studies have shown.
26 Oct 2022
Https://www.theguardian.com/environment/2022/oct/26/cut-meat-consumption-save-planet-climate-crisis-fossil-fuels
Meat consumption should be reduced to the equivalent of about two burgers a week in the developed world, and public transport expanded about six times faster than its current rate, if the world is to avoid the worst ravages of the climate crisis, research has suggested.
yes asx bullish today on lithium stocks
eg
Prices for the battery-critical mineral are trading at or near all-time highs amid booming global EV growth.
Https://www.fool.com.au/2022/11/07/guess-which-asx-lithium-share-just-rocketed-50-on-a-new-discovery/
"The company said it has secured three strategically important multi-year collaborations during the current financial year and continues to see a strengthening of its sales pipeline following a strong first half".
***
toss of a coin really, you either bash the company and say they'll run out of cash, or you look at the potential of the article below (including the top-tier research team at Merck) and you argue that their future is now underpinned.
Https://www.proactiveinvestors.co.uk/companies/news/996462/deepmatter-shares-rocket-on-licence-deal-with-merck-revenue-growth-forecast-996462.html
general interest
21.9.22
High Voltage: 145%, 160%, 170% … Petra Capital increases share price targets for 6 advanced ASX lithium stocks
Https://stockhead.com.au/resources/high-voltage-145-160-170-petra-capital-increases-share-price-targets-for-6-advanced-asx-lithium-stocks/
strong cash position
A final dividend
and:
* Continued strengthening of demand for all products, with increases in
average achieved prices of 26% for rutile, 42% for ilmenite and 57% for
zircon compared to FY21.
Https://twitter.com/DavidBurton1971/status/1560189658662928384?cxt=HBwWgIC8rc6O9KYrAAAA&cn=ZmxleGlibGVfcmVjcw%3D%3D&refsrc=email
hmi-related tweet
my post answered, on another thread:
"not just Plug. the whole US H2 sector took a big jump yesterday as there was economic data published suggesting that USA inflation has peaked - hence all growth stocks rocketed yesterday.
We are now on a rising tide - and about time !"
Indeed, some rise. Plug Power Inc. (PLUG)
Plug Power Inc. (PLUG)
28.78+4.11 (+16.66%)
At close: August 10 04:00PM EDT
on July 26 2022: $16.38
a 500k buy (16.08), now up 18%
I liked 'high gross margin': Subject to signing and receipt of the necessary regulatory clearances we expect completion this year and anticipate a high proportion of licence fee revenue recognition to be booked in H2 2022, with associated high gross margin.
I liked the '120 people in Manchester' bit. It shows confidence, going forward. 'Provided satisfactory safety data is obtained from this initial study, and subject to additional funding, a Phase 1b clinical study will commence in psoriasis patients in 2023. The CRO conducting and managing the studies has extensive experience in conducting trials in inflammatory diseases and will recruit up to 120 subjects at a site in Manchester, UK. '