I Looked At All The Copper Stocks Out There!
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- Опубліковано 12 жов 2024
- I've taken a look at all of the copper mining stocks and my conclusion is that the supply gap will not develop that fast.
Copper Investing Strategy Video - • I Looked At All The Co...
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Sven, thanks for the info. You may not have a big crowd watching this video but some of us are more aligned with your thinking and appreciate your research and insights. Thank you and keep it up for the few of us!
He will do less money in ad revenue. I understand his decision.
He donates all youtube money anyway
Sven, you might not be getting rich from youtube (because you don't do the hype) but, your genuinely helping people learn to invest properly. Thank you.
I love your copper videos specially on lower prices, please continue with us 😢
Always great info! I'm starting to realize a large portion of retail investors really just want to be told what to invest in and not the process of learning how to invest. The learning is actually the fun part in my opinion. Keep up the good work!
Wonderful comment!
I literally just commented the same kind of thing they all want to be baby fed stock picks.
Wow, Sven, such a valuable insight based on your reading of those companies reports and your experience in the sector. This video is your best one of late ! I can't believe you don't get views with this. It's such a proftable sector with the right timing...
Sven, I care a lot about these types of videos, I gain a lot of value and knowledge from your perspective on copper. Even if other people don’t appreciate it, I do!
Sven, I really enjoy all your objective, rational copper videos! I’ll be sure to bug you for an update on copper when it drops to $3 or $2.5 :)
Very sad your copper summary got so little traction .... I watched it like 3 times.
I feel this type of deep dives video is so important on your channel, I got so much value out of it, thank you !!
Thank you for putting this research out despite low viewership, in my opinion your mining videos are the best given your experience on the topic.
Screw what UA-cam tells you Sven. I’m interested in your take on copper and have been looking forward to a new video since your last one.
The best advance on commodities I heard from you - to buy miners when the P/E is high. Very counterintuitive yet makes a lot of sense.
I follow your channel for this type of videos! Please keep up with them, these are quality gems!
Thank you, Sven! This is another great and super valuable video. Those videos (with the worst views score) are one of my favourite ones ;)
I'm watching all of your copper videos over and over, including the old ones. Such a great value from you. Hvala puno.
Thanks for the info, just saw the apparent lack of supply incoming in the next 10 years in the copper field on twitter and thought its a simple buy. Thanks for giving me all the different angles of information.
it isn't as straightforward as that, so yes. Especially if we have a slowdown, a wall of supply will hit the market first....they yes, possible boom, all else equal.
Learn from the peak oilers and peak-everything club of rome tits. It just doesn’t work like that. High prices can shake out more opportunities than you know what to do with and individual mines aren’t planning and exploring 50 years out; they are lucky if the known reserves mean a mine life of 10 years and they are not going to spend all their income drilling to make sure there is another 20 there.
(I mean, learn from their failure; not from their waffling).
That's crazy. I learned so much about your copper videos, and I always love watching them.
Much apreciated on the copper update. Looking forward for the oil update.
:-)
I've been interested in miners since the early days of watching your videos, Sven. It's probably something to do with being Australian. Thanks for putting out the occasional 'unpopular' video, I wonder if your views can be used to gauge market sentiment in the various sectors. 🙂
Great one Sven! it's hard to say NO to things we really like. I wouldn't have expected anything else from you.
The way I look at the 13k views Sven is that you only have 13k of real value investors watching the channel who are prepared to put in the work. I watched that video as soon as it came out because I am keen to learn most people don’t want to learn they want to be baby fed stock picks same reason your Margin of safety videos don’t do as well. As soon as I watched your video I put the price of copper in my watch list of stocks understanding that at 2.5 it’s very hard to lose money on a good copper miner. The reason most people ask you when copper is at 4.5 is because there way of “valuing a company” is simply to look at the google search P/E. Thanks very much for your hard work and keep the videos coming.
I appreciate another update on copper! And great point about renewables alone not saving the world. We need to change how we live and consume. I really like the idea of a Resource Based Economy, like the Venus Project. Thank you for your quality content with an alternative perspective to everyone and everything else out there.
Sven, my investment journey only started about 1 and a half year ago. I can't say I'm smart enough to understand commodities but I'm certainly intrigued after seeing your presentations now and in the past like 3 years ago. I will try to learn and thank you for helping me with my learning.
Lets go copper! to 2.5! Thank you Sven. Another day, another great video!
Great content. But OMG you had me laughing. You really have a great sense of humor Sven, much better now than a year ago. Good to see your personality shiine.
:-)))
In my view your copper video's are some of your best material. Do you have an opinion on other materials such as lithium, cobalt, silver, and nickel. I am looking forward to your oil video.
I really like that you always think about the risk and reward of an investment. You always have to see if you can take the risk and if you are happy with the reward.
I took notes on your copper vid. Would love to hear you do some work on uranium!
I liked your copper videos especially when the prices are low!
Good morning, Dr Carlin! I saw your video just now definitely you're speaking with real facts about copper but unfortunately investors like every day green markets. When you need buy on red markets but new investors don't understand value investing. All grateful to you for sharing great information on precious metals and markets. Thank you!
Your best video ever was your last copper video! Keep it up
Loved your video! 😂😂😂 Of course I'm not interested in copper at 3.5! I was not interested at 4.5 either. I'm waiting for it to drop below 3 and then looking for some good miners. :)
Thanks Sven - maybe your YT spectator numbers / liking scores are the best anti-cyclical investment indicators out there.
Just keep on making clips about different investment topics, and we'll simply avoid the most hyped (=watched and liked) ones, while we should go for those which the crowed largely ignores...
;D
Great vid!
You are actually pretty funny even thought you’re not trying to be! The whispering thing cracked me up.
Great video Sven, keep updating us on cooper 👌
Like to hear your views currently Sven . Given futures are at levels your video suggest a year ago . If there are any current videos pls send a link . Thanks . Thoroughly enjoyed
not yet, we need oversupply of some kind
Subbed, thanks for sharing your multiple hours of reserch. Fertilizers next?
not till the right time comes:-) Thanks!
Good timing, was looking for what video of you tow atch :)
Sven, kako ci? Dobro brate??? Keep up the good work. From New Brunswick, Canada
For me its your best performing video! Thx for getting me exited about these commodity cycles!
A good summery of the opportunities in copper and the wait time involved and all the things to consider no matter what happens with copper.
It would be interesting to hear your take on the equipment suppliers to the mining firms .. Cat, Sandvik, Epiroc etc.
thanks for suggesting!
:D great video, this is why I love the channel and pay for your research platform ;)
Great overview of this market, Thank you Sven.
Enjoy these videos. Good work, Sven
Also Sven this reminded me of a lecture I listened to by Mohnish Pabri who said the same thing happens in the Oil tanker business where the owners of the ships go from making 300k a day to 10k a day because of the same thing you just said. Would you consider doing an analysis of all the Oil tanker companies that ship oil around the world I feel there could be good value there also with a business that has high fluctuations. The way Mohnish explained it was that at 300k a day they think it will never go down so they build more ships but ships take 3 years to build at the 3 year point loads of ships flood the market causing prices to go to 10k then they think that the bad times will last for ever so they scrap a load of ships causing the original case. I’m summarising but hopefully you get the gist.
Funny. I avoid commodity stocks like the plague, but lately I thought I might add copper to my portfolio for the long term. Just watched some again and now your video pops up. I am not really convinced of commodities as an investment or do not really feel comfortable with it, but with your video I could still motivate me to do so.
I think it would also be worth to do a deep dive on the steel sector. Companies are trading at 0,5-3 ev/ebitda. If the market is wrong these things could easily go up 100-300% and with a pretty good margin of safety as balance sheets are very good and some companies are trading near cash.
It’s true, people think they are doing due diligence by watching UA-cam stocks and reading Seeking Alpha when it’s all part of the hype machine and investors are mislead into looking at the wrong things at the weong time. Thx for your videos Sven, they are not like that.
Consider offering a la carte access to your reports. E.g., pay once for one-time access; repay to access updates. A recent copper industry written review I would be interested in, not a full-access subscription. Best of success
There is a copper industry report there! Such reports go for thousands, and yet there it is for just 500 a year
For me this two videos are the most valuable videos in 2022...thanks for sharing your copper expertieze!
Sven please can you give us the names of a few good Copper miners so we can go and research them for ourselves?
Damn this algo, I'm actually really interested in Cooper. I'm working in the lumber industry and being a comodity it's interesting to compare what is happening with Cooper and what is happening to Lumber. For example currently, lumber prices are down from a giant spike since 2020; production costs are increasing due to energy crisis in Europe, but lumber prices on markets are now increasing as inventories are full and consumption is slow. So productions need to reduce, or take longer holiday and then hopefully return back when more demand will start to show. The key to take away is that on the long term; there should be more demand than supply, there are just too many people in the world who need products from these materials and we cannot supply all the demand. I have a feeling Cooper is similair to this logic as more and more Cooper will get used, but production supply is limited. On the long term there are ups and downs with cooper prices - so good to target for investments, as at some point generally the prices and valuations should become higher to the lack of supply.
yes, the difference with lumber and copper is that when you do nothing lumber grows, copper doesn't!
That's exactly what happened wth crude oil 2 years ago. Capex dried and now we all see the result. Drilling a well and putting in production is not like opening an online store, it takes a lot of time and money.
Thanks for sharing, it's really interesting to understand better how cyclicals work!
Total agree with whatever you say. It goes with all commodities. A good plan is to own copper miners with a lowest quartile copper production costs.
Sempre Sven majster bakar, grazie per il servizio
Those comments on the microcaps at the end remind me of a common saying in Australia: A mining company is a hole in the ground with a liar standing next to it :D
I really like your sense od humour :)
Will check your platform.
AHAHAHAA Sven you should write a book about investors psychology. you nailed it this time.
i love the copper videos for what its worth. i cant afford the research platform at the moment, but should i hit big on copper with my newfound knowledge, i might join 😁😁
Thanks, Sven. The graph at 5:25 does show an base case production capacity oversupply between now and 2025, as you point out. 2060 is a bit far out for me, I'll be 90(!). ESG, destroy nature for renewables, go barefoot...yes, people need to be responsible for their choices. Cheers, from Australia.
Unfortunately, this is typical for most investors: buy when stocks go up and sell when they go down. That will probably never change.
copper videos are my favourite!
Glad you like them!
To be fair the copper strategy video was one of the most interesting investing video I have seen this year. I am sorry to hear that it doesn't give you credit for the work, but if it there wasn't misplacement of interest by the people we wouldn't even be interested in undervalued investment in the first place. This is just one more proof that efficient market hypothesis doesn't really stand😅
I look for two more things: dividends (pay as you wait) and energy hedge (hard to make money on your commodity when you pay so much for another?)
Great video! Was wondering if already worth a look now due to potential supply shortage or rather until we hit recession lows. Thanks!
I foudn your channel 3 years ago because of the copper videos. Keep them coming, I say!
:-)
@@Value-Investing there has to be another platform other way for you to make copper videos
Very interesting! Thank you! Great video
Sven is always a good bet...thank you for your work mate!
You bet
Thanks Sven! Any thoughts on the uranium mining sector?
not for now! Might do one day!
Hi Sven, I got your view on copper, thanks
looking foreward to see your OIL assumptions.
maybe you can include who is replacing the russian gas with LNG, what EU and Germany building the infrastucture for right now. there are some agreements with chevron and woodside I heard. are there some opportunities to buy?
greetings from cold Germany 🥶
Nice video Sven, enjoyed
Three words, just to throw in a contrarian viewpoint - Keynesian Beauty Contest
Newmont is around the corner from my office. They do more than gold… I think they do copper too. Do another deep dive of you please.
Sven, thank you for all the information you give us. As a neigbhour of your birth country from Slovenia and that my grandparents comes from Croatia, I respect and admire your achievments. I hope that in this bear market I can succeed and get my financial position in such a good state that I can afford your Research Platform. For now I put all my disposable money into market but after that I really want to follow your hints on Research Platform to become better and better value investor. I study really hard your moves and hints on UA-cam, try to read all the books that you recommended and be ready for your Research Platform to take my financial life on to new levels.
Nearly every miner, no matter what metal, will present a deficit diagram showing a supply gap in 3-5 years. And this diagram will look the same every point in time they present it.
Thanks for the copper video! :)
extremely interesting! how about iron ore and gold? is it possible to do the same analysis? thank you!
Sven, you Talking about investing in the commodity itself or in Miners of copper?
miners give you more leverage than the commodity, plus dividends and no time pressure on the upside!
Hi Sven, not a mining stock. But could you check Encore Wire Corp (WIRE) stock value? Their fundamentals look promising.
Thanks for suggesting, but here is the suggestion format, please make a new comment : ua-cam.com/video/EGyc6HHc6bI/v-deo.html
I did not see jubilee metals on your list. They are listed in London and OTC and produce copper in Zambia.
0:31 - 0:39 GREAT GREAT GREAT SVEN!!!! 🤣
Sven, what would change in a stock market index (e.g. S&P 500) if it was designed to be an optimal portfolio with respect to return and risk considering indexing is a popular strategy using ETF minimising tracking error on a non optimal portfolio? Thanks.
Joseph Hogue from Let's Talk Money has a very different thesis. You guys should do a collab video to discuss and duke it out.
Excellent video, how about lithium? They say now, lithium is the new gold....Is this true ?
Thanks for the video. I think a few miners are a better bet, because they are diversified with other metals.
So your thesis is that there will be oversupply in the copper market for the next 3 years. This is a really strong assertion. Is there any sector report that you can suggest that is prepared by market professionals. Besides I think your analysis is missing the efficient price level for break even for new projects. Because as I know this price level will not be able to create positive cash flow for upcoming projects which may lead to less supply. I am very confused with your analysis.
Really interesting analysis.
You know all your analysis is null if Rio and BHP get Resolution Mine in Arizona approved? Will bring supply up to demand real quick.
More copper videos, please!
I was just thinking about the 4x expansion of copper needed to support the worlds transition to renewable tech and I wanted to find out how i can put some of my money in copper, I will have to keep an eye on these companies to see when one get cheap enough to make my money worth it.
Top Content Sven! Fuck the algorithm
By 90th percentile copper cost of production do you mean the copper price at which 90% of miners are not profitable below that price?
I see on your list you have Capstone Copper at $3 "but going lower" (Sep 22). They're currently at $10.62. What was missed there?
nothing, just the copper cycle.
Thank You. Perfect receipe of how to be contrarian.
1:14 Which chart is this? Where to access it? Thanks!
Hello Sven....what about Iron ore stocks now?
Sven will you warn us when the price hits the 90th percentile?
Very useful. Thanks Sven.
thanks!
Imagine going into a department store and buy only when prices go up. Craazzzzy
Sven, some people just have an oversupply of "d.u.m.b." I lost count of how many times I have shaken my head watching your videos trying to explain something so elementary and STILL, they don't get it... and even blame you for it?! wow
Can you relook the copper supply/demand and the stocks
when the time comes !