I am invested in $RIO...pays a handsome dividend and is the world's second largest lithium producer. In my opinion, the advantage here is also the additional capacities of copper, iron etc. and now also the move towards rare earths.
In addition, with $3750 I have another large lithium producer with, among other things, direct in-house ESS offers and, in my opinion, undisputed market leader qualities in the portfolio.
That's enough for me in this area in the long term.
However, I might consider opening a smaller position in $DR0.
@Multibagger So I can't complain about CATL, I opened my previous position directly after the IPO in Hong Kong and it's running, although there is still a lot of potential here in the future.
They will continue to play a leading role not only in the EV sector...and they have also been working on alternatives for a long time, just think of the salt-based EV battery, for example.
So there is still a lot of potential...and in my opinion they are still undervalued for the future...EM just 😉
@Tenbagger2024 I've unfortunately only been looking at it for a short time, not a lithium player, but I like it so far...the outlook also looks quite good in this context and the "tungsten" theme doesn't hurt.
@SAUgut777 I'm also with fortescue. They are increasingly becoming an electricity supplier. They have now launched an initiative for the production of green steel. It's very exciting what's going on
