3Mon·

The shareholder about AMG

$AMG (-5.3%) today in Aktonär a 3-page interview with the CEO that explains the business model very well (target price 47.50). Many people think that lithium is the main driver of the business. Last year, however, it was antimony that completely surprised. This year it could be tantalum. However, the most important metal for AMG is vanadium which is recycled through a unique process and AMG has a monopoly position in the western world.

5 Comments

Chris@Multibagger

3Mon

I had also read this and considered exchanging it for $LYC, which has done very well in my portfolio.

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Mi11@Migu11

3Mon

@Multibagger Do you think that $LYC is no longer performing so well or that the opportunities are simply better here?

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Chris@Multibagger

3Mon

@Migu11 if the latter, but I would have to do a bit more research to be able to assess the chances better.

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Keineui@Keineui

3Mon

@Multibagger Be honest, you are attracted by the dividend ;)

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Chris@Multibagger

3Mon

@Keineui OK, I admit it. Everything except Divi is crap. Divi is the real deal.😎😂

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