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There should be more movement when the USA starts to dismantle in Ukraine. But I think Putin will try to prevent that. That's why Trump wants a deal with Putin under the argument of PEACE.
The question is, of course, how long China will remain in lockdown and what will happen to the share prices of US companies if China starts to deliver again.
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@Tenbagger2024 For the reasons mentioned, it will have no impact. $MP has purchase agreements with the US government at fixed prices for many years. They are currently working hard to increase capacity in order to process the metals mined in the USA themselves.
If there is peace in Ukraine, the raw materials deal between the USA and Ukraine will take effect. US companies will then be allowed to extract the mineral resources.
I am and remain bullish!
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@Tenbagger2024 We should not expect too much from the raw materials agreement with Ukraine. If it were possible to mine profitably in Ukraine, an investor would certainly have been found in peacetime. Trump's only aim here was to cushion criticism of the financial support for Ukraine.
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@Brody
Maybe, but the infrastructure in Ukraine is totally outdated in order to be profitable. And there was no money for renewal.
The Americans will first have to make huge investments in order to become profitable.
The danger I see is that the investments will first be reflected in the profits. Whereby 🍊 will already provide support.
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