7Mo·
Décision d'investissement

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 (-0,05 %)

69.18 billion $


Johnson Controls Internat. PLC $JCI (+0,38 %)

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 (-0,39 %)

50.80 billion $


Builders Firstsource Inc. $BLDR (+0,21 %)

24.91 billion $


Holcim Ltd $HOLN (-0,04 %)

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.

previw image
Heidelberg Materials logo
Heidelberg Materials
72,02 %
Holcim logo
Holcim
17,52 %
Vulcan Matls logo
Vulcan Matls
10,46 %
411 Votes
25
33 Commentaires

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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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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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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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The Sahara is full of them. 🤷🏻‍♂️

Well, what is 7x7?
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Cemex is still missing MXP225611567

Holcim apparently no longer tradable on Scalable for some time
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@Epi Sand the better silver?
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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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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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