2Yr·

Small position in Spekulation's portfolio sold.

Lithium is interesting but there is still too much "dirt" in the market.

$SLI (-3.11%) remains on the watch, as I still find the company interesting, especially because of the cooperation with $LXS (-2.95%)

The money may flow into a new position in $YCA (+0.31%)

24.04

Standard Lithium

Sold x230.63 at €1.029

€237.32

23.48%

12 Comments

Hannes@Hannes_SK

2Yr

Shift to $RCK or $ZNWD. Increased lithium supply, yes, but increasing EU protectionism, whereby domestic producers receive vast amounts of subsidies to keep the product competitive.

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Epi@Epi

2Yr

Getting impatient? 😉

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Enrique@Dividenden_Monteur

2Yr

@Epi no, but listened to an interesting podcast on the topic with the point that (statistically) demand will be less than supply before 2029.
In addition, the unresolved problem of who should pay for water treatment for American producers, as there is still no agreement from politicians on who pays what.
Wiwo is not the greatest source, but I can't find the investing article straight away
https://www.wiwo.de/politik/ausland/rohstoffe-was-amerikas-lithiumhunger-ausloest-zeigt-sich-in-orovada/29068760.html

And here is the podcast https://open.spotify.com/episode/0CQbf0PmJxy808ii0iLZie?si=UMpbA_hbRnin5Dpq4ZfQjg

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Enrique@Dividenden_Monteur

2Yr

@Epi and you can save yourself the impatient part with me 😙 I'm probably calmer than 90% of the investors here.

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Epi@Epi

2Yr

@Der_Dividenden_Monteur It's all good! I just wanted to provoke you into giving the factual reasons for the sale. It worked, thanks, I've learned something again.

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Enrique@Dividenden_Monteur

2Yr

@Epi that also works for me with simple questions 😉
I'm just keeping my posts short here at the moment because the response to BuY NViDiA is higher than to considered buys/sells

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Epi@Epi

2Yr

@Der_Dividenden_Monteur You're probably right 😉 I have the impression that the level here is at its highest towards the end of a longer consolidation or correction. See the many good CCF posts last year. They have become rare.

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Lukas98@Lukas98

2Yr

@Der_Dividenden_Monteur But the thoughts on purchases in particular are very interesting. The same applies to sales, of course. If it's up to me, then always posts with reasons if you feel like it. :)

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Enrique@Dividenden_Monteur

2Yr

@Epi Topic ccf: Nobody wants to invest time in such a contribution anymore for the reasons mentioned.
I won the ccf for my contribution to $AFG, spent hours working my way through bland annual reports for an insurance company and nowadays contributions like a dude recording a "podcast" with an AI get more attention.

Or see the articles on precious metals from @InvestmentPapa or the how to analysis from @TheAccountant89

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Enrique@Dividenden_Monteur

2Yr

@Lukas98 Gladly, if the response is right.

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Epi@Epi

2Yr

@Der_Dividenden_Monteur Just wait and see. If the market goes down significantly for a while, then the wheat will be separated from the chaff. That's what happened on Wallstreetonline in 2001-03 and on other forums in 2008-10. The worse the situation, the better the discussions. 😁

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six@six

2Yr

Fortunately sold at 10.32€ at the time (had bought at 10.24€) 😂

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