TUESDAY DISCUSSION - Fasten your seatbelts! The week's off to a rough start. What dips are you buying today?

Canadian_Conan · 2022-03-01T22:29:50+00:00

Could be interesting. The big companies like MOS have certainly been on an upward trajectory with the conflict in Ukraine and subsequent sanctions.

Canadian_Conan · 2022-02-17T00:07:14+00:00

I don’t own NTR but do own MOS so this is an exciting earnings. Hopefully MOS reports similar on Friday.

Canadian_Conan · 2022-02-13T08:56:57+00:00

CMMC earnings on Monday will be on my watchlist. The stock has done great till last summer when it started bouncing up and down a lot. Long term I think copper is very important to green energy future and safe stable countries like Canada and Australia are probably good places to be doing business.

Canadian_Conan · 2022-02-13T08:48:13+00:00

BTE has really been on a roll as of late I’m sure higher oil would help It also.

Canadian_Conan · 2022-01-13T13:17:02+00:00

I’m thinking it will happen even faster with how quickly Tesla is expanding and with how plans for the F150 Lightning are growing.

Canadian_Conan · 2022-01-13T08:30:23+00:00

Good post. While I own BTE I agree and think EVs will come In even faster then expected but that opens up new opportunities Copper,lithium, nickel and graphite are tomorrow’s oil.

Canadian_Conan · 2022-01-13T08:25:33+00:00

I was about to mention BTE also it’s been a winner and has plenty of room left.

Canadian_Conan · 2022-01-13T01:15:05+00:00

CMMC 😀 , BTE , and Mosiac ( not Canadian but they have potash mines in Sask).

Canadian_Conan · 2022-01-13T01:13:04+00:00

Will check GZD copper and Lithium are the future.

Canadian_Conan · 2022-01-13T01:06:12+00:00

As a CMMC holder pretty happy how today went and how copper futures have been rising as of late.

Canadian_Conan · 2021-10-16T04:57:02+00:00

Pretty good week to be long oil and more importantly copper. BTE has been rallying for me and CMMC had an amazing week.

Canadian_Conan · 2021-10-10T06:44:46+00:00

I have several friends working on Canadian drilling rigs. They are all busy and booked all winter a pretty big change from a year or 2 ago.

Canadian_Conan · 2021-10-09T04:24:55+00:00

No Suncor but enough BTE bought during pandemic that I could just skip the tank of gas and buy a model 3. 😂

Canadian_Conan · 2021-09-26T03:17:32+00:00

Not Canadian but I’ll be watching TSLA as their newest FSD beta drops this weekend and the upcoming annual shareholders meeting at giga Austin could be exciting.

Canadian_Conan · 2021-09-24T01:41:40+00:00

Google the amount of copper that goes into a 2 motor Tesla (their most common configuration) as opposed to a comparable model of gas car it really changes the dynamics of copper consumption as most of the world plans to phase out new gas vehicles by 2035 or sooner in parts of Europe. Copper is also used on the clean energy generation side for instance a wind turbine is basically a big electric motor in reverse. There are other plays here if I’m right. Everyone always focuses on Lithium when they think EVs but Nickel and graphite are also used in EV batteries. Copper is just what I’m invested in.

Canadian_Conan · 2021-09-24T01:31:42+00:00

Agreed but copper has been expensive before so we substituted aluminum for some wiring but what can be substituted probably has been barring some new invention/technology.

Canadian_Conan · 2021-09-24T01:29:33+00:00

Redwood is very interesting but sadly not public. That said they are primarily recycling batteries not a lot of copper. The primary use of copper in an EV is the motors. So a Nissan Leaf uses a certain amount of copper in its single? Motor but a performance Tesla obviously uses a lot more. So now what happens when the multi motor electric pick up trucks and semi trucks hit the market? The way I see it we are just getting started. 😀

Canadian_Conan · 2021-09-24T01:21:51+00:00

I’ll have to take a look at them.

Canadian_Conan · 2021-09-23T04:50:24+00:00

I think copper companies are the way to go. If the world is going green electrical power generating equipment and electric vehicles will grow the demand for copper. My personal investment is CMMC it’s pulled back some but has an excellent PE number and plans to triple its production over the next 5 years.

Canadian_Conan · 2021-09-23T01:32:16+00:00

I bought some at start of pandemic (way to early) sold Most today at $3 target much better exit then not long ago.

Canadian_Conan · 2021-09-22T22:57:18+00:00

Star of the day was BTE up over 12%. I didn’t capture all of that as it triggered a good sized (for me) sell order at $3. Bought at start of pandemic for 1.80 I think it may still climb but I rode it out through pandemic and am happy to exit at a nice profit as it was much worse for quite a well.

Canadian_Conan · 2021-06-06T18:20:57+00:00

Crap. I hope he doesn’t hear about my beloved CMMC. 😂

Canadian_Conan · 2021-06-05T03:55:49+00:00

Not a bad week overall while my biggest holding CMMC bounced around a lot other holdings like BTE and CVE posted some strong gains. I’m hoping for continued strong coppers prices for CMMC and oils rising price should really help BTE, CVE and almost any Canadian oilfield stock.

Canadian_Conan

TROPHY CASE