Member Info for Richierich25

Alphawave IP initiated with a Buy at Jefferies

Jefferies analyst Janardan Menon initiated coverage of Alphawave IP with a Buy rating and 270 GBp price target. The analyst started the European semiconductor sector with a cautious view, predicting "more short-term pain" as the down-cycle decelerates through 2022 and 2023. However, Menon believes the company will show "resilience" and that its growth outlook is not reflected in the shares.

Business has very good margins too.

The report estimates that to meet its clean energy goals, Europe will require 35 times more lithium and seven to 26 times the amount of rare earth metals in 2050 compared with today. It will also need 1.5mn tonnes of copper (an increase of 35 per cent from today) and 400,000 tonnes of nickel (a 100 per cent increase).

In the conference call.
They said refer to comments made by JP Morgan.
Independent of the group.

www.knowledegebible.co.uk

ARM do have a Chinese operation and have been utilising this space for years.

Lies to drive down the share price.
Interest rates should have always been at 7 percent to stop an overpriced housing bubble.
In the 1970’s interest rates were 11 percent and that didn’t crash the market.
The divided at 6 percent for a £128 pence share price, is secure and one of the better yields on the market.

Look at the price of TW though.
Trading on 2014 levels, when the housing market was selling at 50 percent cheaper, than today’s prices.
No wonder the estimate is £1.80.
We have divided chasers in the market and people don’t appreciate how hard builders work.

Stockopedia and Jeffries have this as a strong BUY.
FT are putting it at £1.80 outperform, but I wouldn’t listen to those clowns.
Everything’s a buy.

My dad said that in the 70’s ice cycles hanged of the window ledges in England.
Now we mostly get mild winters.
The worlds population has tripled in 100 years.
I know the argument.
The Romans used to grow Oranges in Somerset.
Man made global warming is a very real and troubling scenario.

Steal prices will fall with China not competing for every less pellet.
Granted energy costs is a huge factor in the cost of steal.
Barrett’s have been recruiting apprentice brickies and chippies.
Trades are paid as well as brain surgeons at the moment, but those days are coming to an end.

Jenny Daly
Sell on the 23rd of March
Wait for bad news on Cladding.
Price drops 5 percent.
Buy on the 11th of April
That shows real commitment.

The report estimates that to meet its clean energy goals, Europe will require 35 times more lithium and seven to 26 times the amount of rare earth metals in 2050 compared with today. It will also need 1.5mn tonnes of copper (an increase of 35 per cent from today) and 400,000 tonnes of nickel (a 100 per cent increase).

While up to 75 per cent of the region’s clean energy metal requirements could eventually be met through local recycling, assuming there is enough investment, the study says a metal supply crunch will emerge over the next 15 years.

That is when global shortages of lithium, cobalt, nickel, rare earths and copper are expected to emerge because of a lack of new mining projects and competition from countries around the world also seeking to decarbonise.

https://www.knowledgebible.co.uk/

This is why we hold our investment afterall.

https://www.knowledgebible.co.uk/

https://www.knowledgebible.co.uk/

www.knowledgebible.co.uk

I don’t think technically indicators actually exist.
Short term bearish.
Jog on mate.
It all comes down to economics and the numbers.

They released another saying TW and Persimmon had little exposure to the cladding issue.
Barratt homes were in the dog house, because of flat builds in London.
See TW & Persimmon jobs all over Birmingham.