9Mon·

Sand a scarce commodity

Watched a nice documentary last night. And before anyone says the Sahara is full of it:

"The problem is that the sand [in the desert] is too fine. The sand is also a mixture of superfine sand, fine sand, medium-grained sand and coarse sand, and the coarse sand and medium sand are completely missing in the desert sand. This means that the sand in the Sahara is largely a fine sand and is not suitable for providing the necessary supporting grain for the concrete sand. That is why the desert sand is not suitable, not because it is too round, but because it is too fine."

Sand (building sand) in a nutshell:

Sand is a scarce commodity
There are hardly any pure sand stocks
Sand shares are suitable for long-term investments

Sand is used almost everywhere, is difficult to recycle and is unfortunately only available in limited quantities. In some countries, illegal sand mining has therefore been taking place for some time. In Indonesia, for example, coasts, beaches and even entire islands are being illegally excavated.

The articles and the documentary are older and prices are currently very high.

Nevertheless, against the background of a very long investment period, perhaps a topic for one or the other here?

Peer Group

Trane Technologies PLC $TT (-1.15%)

69.18 billion $

Johnson Controls Internat. PLC $JCI (+0.05%)

44.43 billion $

Compagnie de Saint-Gobain S.A.

36.82 billion €

CRH PLC $CRHP34F

54.36 billion €

Vulcan Materials Co. $VMC (-0.75%)

35.72 billion $

Carrier Global Corp. $CARR (-0.58%)

50.80 billion $

Builders Firstsource Inc. $BLDR (-2.36%)

24.91 billion $

Holcim Ltd $HOLN (+0.14%)

45.01 billion Fr

Heidelberg Materials $HEI (-0.44%)

18.31 billion €

Where is sand used besides building?

Test tube (the glass only reacts with a few chemicals)

Pure quartz sand is also used in the manufacture of ceramics, in enameling, in glass fibres, in the chemical industry, in abrasives and cleaning agents, in foundries as a material for the sand moulding process, as a leaning agent, as a filler (e.g. in quartz sand gloves) and as blasting sand and brake sand.

And now please discuss diligently - it helps us more than clicking in the poll 😜

https://www.brokerdeal.de/sand-aktien/

https://aktiengram.de/sand-ein-knappes-gut/

https://de.m.wikipedia.org/wiki/Quarzsand#:~:text=Verwendung%20findet%20reiner%20Quarzsand%20auch,Magerungsmittel%2C%20als%20F%C3%BCllstoff%20(z.

www.brokerdeal.deSand Aktien 2025: Die besten Sand Aktien im Überblick

Heidelberg Materials

71.95%

Holcim

17.56%

Vulcan Matls

10.49%

410 Votes

33 Comments

KingC@RaphGM

9Mon

Compagnie Saint-Gobain Ticker: $SGO 😉

Interesting article!
If I am correct, cement and such derivatives also come from sand.
In theory, all construction companies are more or less dependent on sand.

In France we have some of the biggest construction companies in the world (we are still good at some things 😂):
$DG
$EN
$RE (partly belongs to Bouygues, if I'm correct)
$FGR

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Dividende > Zinsen@GoDividend

9Mon

@RaphGM thanks for the ticker (not found quickly)
-I now find it even more difficult to select the construction company than the raw material supplier

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Enrique@Dividenden_Monteur

9Mon

@RaphGM There's a major French construction company on the stock exchange, but I can't find it at namen🤦‍♂️

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devnerd_daddy@devnerd_daddy

9Mon

@RaphGM The problem always starts when you get dividends. I've already thought about opening a custody account in France for French shares. But apart from the new online broker from La Poste, I don't know of anything good. And then they have to accept only foreign addresses. I only know of one account model for "expatriés", but it's borderline expensive.

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KingC@RaphGM

9Mon

@devnerd_daddy Why do you want to open a custody account in France? You can also buy French shares and ETFs from Germany.
And the 30% flat rate tax also applies when you are in France.

The only thing you could do is open a so-called PEA account or an "Assurance-Vie", then the tax is lower, but so is the choice of investment opportunities.

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devnerd_daddy@devnerd_daddy

9Mon

@RaphGM Yes and no, I can also do this in Germany, but only DKB exempts me from social security contributions. In France it should be automatic, just like with my Air Liquide account.

Edit: Good question, whether I could do a PEA.

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KingC@RaphGM

9Mon

@devnerd_daddy You can only have PEA if you are a tax resident in France.
I wanted to open it, but since I've been in Germany, it's not possible.

But I was able to keep my "assurance vie".
The tax advantages are good, but I'm limited to BNP Paribas investment funds: some are good, but much more expensive than ETFs.

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KingC@RaphGM

9Mon

@devnerd_daddy By the way, Air Liquide is a beautiful company 😉

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devnerd_daddy@devnerd_daddy

9Mon

@RaphGM Ah ok, no then I would be out of there too. I think if I ever think more about buying other French stocks like AXA or Scor, I might look at brokers there who also take people with foreign addresses.

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Epi@Epi

9Mon

These financial journalists also only find the trends that have already gone far! 🙄

They should present natural gas stocks or gold mining stocks. That would be courageous and anti-cyclical.

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Dividende > Zinsen@GoDividend

9Mon

@Epi Look at the date. The only one who realized this too late is me 😂

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Epi@Epi

9Mon

@GoDividend The date is the end of March 2024, isn't it?

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Dividende > Zinsen@GoDividend

9Mon

@Epi Sharegram is I think 3 years old the article

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finance_noob2000@finance_noob2000

9Mon

https://www.youtube.com/watch?v=AsvAsB1HDTM Even Böhmermann reported on this 3 years ago ;) Edit: I just saw your source is similarly old

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Dividende > Zinsen@GoDividend

9Mon

@finance_noob2000 I also mentioned above that the topic is older 😅

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Ella Marie Waschbär@DividendenWaschbaer

9Mon

The Sahara is full of them. 🤷🏻‍♂️

Well, what is 7x7?

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Dividende > Zinsen@GoDividend

9Mon

@DividendenWaschbaer 7x7 is the recipe for cooking raccoons 7 times 7 minutes on a high heat

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Ella Marie Waschbär@DividendenWaschbaer

9Mon

@GoDividend wrong! 7x7 is fine sand.

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Dividende > Zinsen@GoDividend

9Mon

@DividendenWaschbaer but could have been

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Ella Marie Waschbär@DividendenWaschbaer

9Mon

@GoDividend Would have had Germany chain.

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Tabularasa@Tabularasa

9Mon

Cemex is still missing MXP225611567

Holcim apparently no longer tradable on Scalable for some time

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Dividende > Zinsen@GoDividend

9Mon

@Tabularasa Holcim Switzerland ✅ therefore

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Dividende > Zinsen@GoDividend

9Mon

@Epi Sand the better silver?

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Epi@Epi

9Mon

@GoDividend Bold thesis! Sand is an unexpectedly scarce raw material. Silver is a complicated mix of investment and industrial raw material, which is usually a by-product of the mines. In this respect, rather no.

It would only be comparable to silver if it were paid for with sand.😅

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Dividende > Zinsen@GoDividend

9Mon

@Epi Sand as a store of value - laugh, I've never thought of it that way. But it also gives the word concrete gold a different context

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Tenbagger2024@Tenbagger2024

9Mon

$EXP

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Soprano@Soprano

9Mon

I thought about this topic years ago. At the moment, laboratory tests are underway to make concrete without sand. But I don't know if anything has come of the prototypes since then.

In any case, there is no stock that benefits from this. The cement companies have to buy the sand from somewhere, which leads to higher costs. If the price of cocoa is rising at the moment, you also benefit if you are a cocoa seller and not a cocoa buyer. Maybe there are also sand futures, you can have a look.

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Dividende > Zinsen@GoDividend

9Mon

@Soprano I believe that I have seen a report from Heidelberg Cement that addresses the exact problem. But I could be wrong

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Soprano@Soprano

9Mon

@GoDividend Yes, you'd have to find out how they get their raw materials. I know they have quarries and stuff like that, but the sand we need comes from rivers or oceans. You're somehow always dependent on the governments to give it to you.

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Florian@Florian_auf_getquin

9Mon

Can you tell me which documentary you watched? 🙏
It definitely sounds interesting and I would like to add it to my watchlist 😁

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Dividende > Zinsen@GoDividend

9Mon

@jung_investiert now I really had to search 😂
https://www.zdf.de/dokumentation/zdfinfo-doku/deutschlands-schaetze-expedition-in-die-erdgeschichte--von-salz-bis-kohle-100.html

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Dividende > Zinsen@GoDividend

9Mon

@jung_investiert I really enjoy watching something like this to get ideas

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Florian@Florian_auf_getquin

9Mon

@GoDividend Great, thank you. 👍

I feel the same way. But when I do feel like watching one, I'm usually missing the right one and it takes me too long to find it. 😅
That's why I like to make a note of documentaries that are worth watching so I can watch them later. 👍

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