The mother is also an awesome company! Maybe it will come. Speculation here is more specifically on a platinum price above the ATH of USD 1279 and the loss of Russia as a supplier ... My portfolio has already turned extremely from tech to natural resources anyway ... Let's see
@Fresh I'll have to take a look at some, I'm hardly in ETFs somehow, I always try to pick out individual companies - Anglo Platinum and Sibanye right now ...
And then rather a short-term KO on the product itself (last night I picked out aluminum KOs and didn't do it - sooooo stupid! - Aluminum now up 6.4% 😭)
@Fresh I agree Got new long KOs on gold, silver and WTI since yesterday evening (I sold all the old ones with a nice profit) ... Then an older one on palladium that is much too small Maybe I'll pick up some copper today ...
Yes, but I'm still relatively relaxed about it... I'm still in the plus.... All commodities are affected, including uranium 🤷🏼♂️ Yesterday was therefore quite a red day for me because everything really fell - including inflation and war hedges ... All KOs on metals and all mines ...
I'm not quite sure yet whether the expected recession will not only drag down industry but also the raw materials needed for it ... I think you can only trade for the long term anyway - the yoyo effect remains in the longer term!
So at the latest when the economy picks up again, the finite raw materials will also pick up; you may always have to adopt a certain hop on - hop off tactic
