Kupferproduktion als Treibstoff Forum: Aktien User: Olliverlo

https://x.com/robert_ivanhoe

Analysis out by @RBC today rightly points out that copper equities are underperforming the underlying copper price for the first time this year. Copper prices are off only ~5% since hitting all time highs earlier this month, whereas the sell off in copper equities is significantly higher as shown in this chart 👇. Copper equities are oversold. The copper price outlook is bullish. The dip will be bought. Copper equities will soon catch up.

Pro Anlage: Ein Standard-Rechenzentrum verbraucht 5.000 bis 15.000 Tonnen. Hyperscale-Anlagen, die für KI-Cluster ausgelegt sind, binden bis zu 50.000 Tonnen Kupfer.

Die Techunternehmen Amazon, Google, Microsoft und Meta wollen in diesem Jahr im Zuge ihres KI-Wettrüstens bis zu 725 Milliarden US-Dollar ausgeben. Das Geld soll vor allem in den Ausbau von Infrastruktur wie Rechenzentren fließen

Bauchgefühl...im August stehen wir bei 0.015Euro.

ROBERT FRIEDLAND AUF X "Every data center, EV, robot, power grid and AI supercomputer begins in a mine. The scale of the next industrial revolution will be determined by our access to critical minerals such as copper, scandium, nickel, platinum, palladium, gallium, germanium and over 25 other metals. The promethean winners will be those who build the supply chain... those who wait the gods will destroy. The statement made by the G7 on June 17 was clear. The age of taking the supply of critical minerals for granted is over. Please read the full statement carefully and think about what motivated the G7 to make it:

https://www.proactiveinvestors.com/companies/news/1082756/new-frontier-inks-deal-with-metallium-after-breakthrough-heavy-rare-earth-upgrades-at-harts-range-1082756.html?rel=scroll

https://briefglance.com/articles/quebecs-ree-gambit-new-frontier-bets-on-flash-heating-for-supply-security

Wenn der Spread bei TR nicht so monströs wär würde ich auch nachlegen. Aber jedesmal 90%- erstmal auf der Uhr zu haben ist schon brutal.

Überschauberer Wareneinsatz;)

New Frontier Minerals (ASX/LSE: $NFM) Executive Director Joel Logan has acquired 3,000,000 shares on-market. A show of confidence from management, reinforcing belief in the company’s projects, strategy and future value creation. #ASX

While everyone is talking about datacentres, few are talking about how they will be powered. The massive expansion of data centres across the USA will demand a once-in-a-generation upgrade of the electrical grid… and that requires a staggering amount of copper.

Der Kupferbedarf ist riesig. Der Ausbau des kabelgebundenen Netzes zur Energieversorgung wird für NFM eine Zeit anbrechen lassen die uns belohnen wird. Davon bin ich überzeugt.

https://nam.org/manufacturers-bipartisan-dominance-act-will-counter-chinas-grip-on-criticalminerals-36602