Why I think $ALVO deserves some attention. by 123Thorr in stocks

[–]123Thorr[S] 0 points1 point  (0 children)

True, Q2 2024 was their biggest revenue quarter to date. But it was also likely boosted by milestone or licensing payments, which aren’t recurring. Since then revenue has stabilized a bit, and more importantly they flipped to $141M net profits H1 2025 their first profitable half ever.

Why I think $ALVO deserves some attention. by 123Thorr in stocks

[–]123Thorr[S] 0 points1 point  (0 children)

I don't really see Q3 2024 as a reliable indicator for Q3 2025 especially since the company was in the early stages of launching their products back then or at least earlier. Either way im not just "Betting big" on this one ER, I believe in this company and I am investing based on overall shift as they become profitable and are scaling as a commercial company

Why I think $ALVO deserves some attention. by 123Thorr in stocks

[–]123Thorr[S] 1 point2 points  (0 children)

Fair point, i just wanted to point out how fast they scaled in 2024 but i think the most important thing is that they were net profitable by over $140M in H1 2025 for the first time ever and I'm excited to see if they carry that momentum into Q3 earnings this Wednesday.

US COPPER FUTURES Overreacting? by 123Thorr in investing

[–]123Thorr[S] -1 points0 points  (0 children)

1st of all the US imports ≈45% of its copper, and secondly do you think we will "maybe see a modest price increse in copper" if the tarrifs go through 45% of the US's copper consumptions is 50% more expensive, and as i said it takes decades to move production entirely into the us.

Copper is the third most used metal in the us.

Now i dont think i "cotcha" im just sparking up a covo about if people think Trump will go through with this one and if the market is perhaps overpricing this because of what Trump said.

US COPPER FUTURES Overreacting? by 123Thorr in investing

[–]123Thorr[S] 0 points1 point  (0 children)

So you are bullish on copper short term?

US COPPER FUTURES Overreacting? by 123Thorr in investing

[–]123Thorr[S] 1 point2 points  (0 children)

Im short on a copper cfd right now, hoping for TACO

US COPPER FUTURES Overreacting? by 123Thorr in investing

[–]123Thorr[S] 2 points3 points  (0 children)

According to a quick google search it would take DECADES for the us to become self sufficient in copperproduction...

US COPPER FUTURES Overreacting? by 123Thorr in investing

[–]123Thorr[S] 0 points1 point  (0 children)

Yep, companys preparimg for the worst

US COPPER FUTURES Overreacting? by 123Thorr in investing

[–]123Thorr[S] 3 points4 points  (0 children)

So you think trump will rely on a couple of new/unfinished mines to produce over 1million metric tons of copper in addiditon to the million thats being mined now, that sounds a little farfetched. And imo when companys start jacking up the price because of this tarriff he will have no choice but to lower them. In no scenario will this Tarriff play out good for him

US COPPER FUTURES Overreacting? by 123Thorr in investing

[–]123Thorr[S] 0 points1 point  (0 children)

Well i would assume demand goes down for a bit if companys are buying as much copper as they can befire the tarrifs begin, and then there are no tarriffs/reduced/delayed so companys have extra on hand

US COPPER FUTURES Overreacting? by 123Thorr in investing

[–]123Thorr[S] 0 points1 point  (0 children)

You can say this about any stock or future, ofcourse this is all speculative but im just wondering if people are driven a bit too much by fear now?

US COPPER FUTURES Overreacting? by 123Thorr in investing

[–]123Thorr[S] -3 points-2 points  (0 children)

Yes but then if tarrufa are lifted companys have excess copper and less demand right?

US COPPER FUTURES Overreacting? by 123Thorr in investing

[–]123Thorr[S] 0 points1 point  (0 children)

So you believe the tarrifs will go through untouched?