Member Info for Mudis

https://www.youtube.com/watch?v=TQF8IkvirbQ here, watch a video. Hermes $5k wallet made for $70. Young people ain't stupid as old generation, to pay for overpriced crap that is made in same sweatshops. If someone will go out of business it will be overpriced retailers who hardly survives right now. Boo got 10% profit marging and can easily absorb higher prices

Pedro,
With your logic Ryanair should be out of business lol

https://twitter.com/OfficialPLT/status/1373925941748117504

https://www.ft.com/content/ca2b1b08-60b3-44a8-8957-7ae568f4134f

Most mines seems to be in western part of Australia tho

https://www.google.com/amp/s/amp.abc.net.au/article/13264614 Ports and mines could be affected potentially

Market sources also expect the price spreads between the different grades of iron ore fines to widen as steelmakers become more conscious of quality requirements amid environmental concerns.

Higher grade fines and direct feed materials would most likely see benefit from the curbs, market sources said.

"The curbs would prop up steel margins, driving mills to maximize output under the operational constraints. Mills would want to shift iron ore blending ratios toward higher-grade materials and direct feed such as lump and pellet," a market source said.

"Good steel margins would invalidate a lot of low grade fines," another source said, adding: "That supply would get thrown out of the equation and therefore effective supply becomes tight again."

https://www.google.com/amp/s/www.kiplinger.com/investing/stocks/stocks-to-buy/602447/best-infrastructure-stocks-biden-next-spending-plan%3famp

Things already are going well enough for Nucor without an expected bonanza in infrastructure spending. The company took the unusual step in February of pre-announcing that it expected its first-quarter earnings to set a company record … then followed it up a few weeks later by announcing that it expected Q2 to be even better. That also bodes well for this Dividend Aristocrat's ability to keep raising its payout.

Pent-up demand from automakers and other industrial buyers coming out of the pandemic have massively boosted demand for Nucor's steel. A major infrastructure spending bill would be the icing on the cake.
Sounds very bullish. Hopefully Bidens infrastructure plan gets approved

RIO and BHP going green in US. Iron holding above $190. Should be a good day tomorrow

https://www.youtube.com/watch?v=x6pQ71nrJMY this might be helpful regards ISA accounts

https://www.share-talk.com/share-talk-bulletin-board-heroes-wednesday-17th-march-2021/#gs.vuv4n5
Price target 450

Earnings call basically they said debt sorted, so bigger dividend and higher capital expenditure for expansion(can be flexible depending on iron price). I think it should be heading higher from here. Some investments in renewables, which i personally would like to see even more in the future, as a way to diversify and reduce emissions.

Iron price back above $190. Should be a good day tomorrow

Ask AR if they will allow independent craft and arts businesses in Deb. I wonder if it is going to be something like Etsy :)

Have to love neswpapers. Iron ore price drops $2 "iron ore prices crashing"

Bought back in to Boo yesterday at 323. Hopefully 320 will be the bottom.

Pp,
You should also look at potential negatives. Will ptl and Boo be able to compete with Shein in the future, because they are growing way faster than Boo brands. Debenhams from my understanding will be competing against Etsy. Debenhams might do well in UK, but i can't see it grow beyond UK. I am not saying Boo will drop in SP and will fail, but competition is heating and Boo got big task ahead. Asos got 1 sector where they will be competing. Its 16-30 years old people. Boo will be fighting on 2 fronts with Debenhams acquisition. Bit tipsy tonight, but hope you get my point :)

Jesus, you peeps still talking about these platforms lol. What will matter in the end is the brands, because most will have these "platforms" in the future. 2020/2021 a year of platforms hype

So happy with that buy yesterday :) fxpo and gamestop, perfect balance between value and insanity lol

https://www.globaltimes.cn/page/202103/1217978.shtml steel demand still high, if you want to reduce emissions, buy higher grade iron ore = higher premiums for fxpo iron imo.