Lithium Stocks & Sector Analysis

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  • เผยแพร่เมื่อ 24 ธ.ค. 2024

ความคิดเห็น • 109

  • @albertalakeland
    @albertalakeland 21 ชั่วโมงที่ผ่านมา +8

    Merry Christmas, Sven, Subscription Members, Subscribers, and Viewers!
    All the best to all, and good investing!

  • @gabrielhomoly8981
    @gabrielhomoly8981 22 ชั่วโมงที่ผ่านมา +3

    Merry Christmas Sven! Thanks for your videos. Thanks to you I have familiarized myself with Arcadium Lithium and made some money on my small position in their acquisition with Rio Tinto :)

  • @davidemateria7555
    @davidemateria7555 วันที่ผ่านมา +2

    Thanks Sven, these are the best video! Happy holidays!

  • @Dan-wg5gq
    @Dan-wg5gq 19 ชั่วโมงที่ผ่านมา

    Merry Christmas and I always watch your vids to the end . And repeat watch them occasionally

  • @lucian2643
    @lucian2643 8 ชั่วโมงที่ผ่านมา

    Merry Christmas and thank you for another very good video :)

  • @PaulSmith-zt7ix
    @PaulSmith-zt7ix 22 ชั่วโมงที่ผ่านมา +1

    Thank you for another commodity video

  • @Amwatson801
    @Amwatson801 วันที่ผ่านมา

    Thank you for yet another treat. Happy holidays to you and the family!

  • @richardrock4life
    @richardrock4life 21 ชั่วโมงที่ผ่านมา +2

    Great video again Sven. Would also love to get your take on AMG Critical materials while we're on the subject of lithium ☺️

  • @bahijnatour
    @bahijnatour 17 ชั่วโมงที่ผ่านมา +2

    Thoughts on PBR and EC?

  • @icossss4352
    @icossss4352 วันที่ผ่านมา +1

    L’algoritmo mi ha consigliato un video vecchio con Pietro Michelangeli ed è bello sapere che parli italiano! Ora ti commento anche così 😂Buone feste e grazie per i consigli come sempre!

  • @gregorsimon9337
    @gregorsimon9337 3 ชั่วโมงที่ผ่านมา

    Merry Christmas 🎄

  • @mathieubelanger157
    @mathieubelanger157 21 ชั่วโมงที่ผ่านมา +1

    Hi Sven, thank you for this. For someone who doesn't know much about lithium but like your idea about the cycle play here- do you think a broad lithium ETF would be better, or playing one of the bigger lithium company (and cost curve)? thanks for your videos

  • @hs5312
    @hs5312 10 ชั่วโมงที่ผ่านมา

    I know there are a lot of issues with Policy in Chile, But SQM is investing a lot in Assets outside of Chile, and that is something you should have considered in Your Verdict

  • @zacktube100
    @zacktube100 วันที่ผ่านมา +1

    I sold LIT at $48 but kept ALB with the thought that they got funding from the DOD and will have an advantage in the LIT ETF. I also didn't think that the lithium price would be below $15k per metric ton for this long like it has most of this year, especially this close to $10k.

  • @guru47pi
    @guru47pi วันที่ผ่านมา +1

    There was a temporary peak bc Lithium supply was not ready for sudden demand.
    But remember, it wasn't because lithium itself is rare, it was because it previously had little value, so there weren't many mines and refineries outside of China. Lithium is not geographically rare like cobalt or titanium. There's still money to be made, but not the exuberant/panic prices of 2021.

    • @BatsAndBadgers
      @BatsAndBadgers วันที่ผ่านมา

      Lithium is rare and demand will outstrip supply in about 20 years. We are at the point where they are trying to build technology to get out dirty lithium or recycle it. Unless they make solid state batteries, lithium will cost ALOT

    • @hs5312
      @hs5312 20 ชั่วโมงที่ผ่านมา

      @@BatsAndBadgersSolid State Batteries use more lithium than traditional batteries, Solid State taking off would only increase demand further

    • @danielfarrell3534
      @danielfarrell3534 16 ชั่วโมงที่ผ่านมา

      ​@@BatsAndBadgersI work in the Li industry. My company is not expecting the price to come any where what the peak was. An increase when the supply does not exceed demand, but nothing crazy.

  • @nilashramnarine
    @nilashramnarine 23 ชั่วโมงที่ผ่านมา +1

    Nice jumper Sven 😊

  • @slahblah
    @slahblah 21 ชั่วโมงที่ผ่านมา

    11:40 Where did you hear that Albemarle cut their dividend? I thought they were a dividend aristocrat (25+ year dividend growth)

  • @Dan-wg5gq
    @Dan-wg5gq 19 ชั่วโมงที่ผ่านมา

    But where would you put it in the Sven value quadrant?

  • @stefmf2800
    @stefmf2800 16 ชั่วโมงที่ผ่านมา

    Hello Sven, MP materials looks like good bet on green investments (maybe similar to lithium) + geopolitical risk upside.

  • @Never-ending_
    @Never-ending_ วันที่ผ่านมา

    Merry Christmas!

  • @augustus331
    @augustus331 19 ชั่วโมงที่ผ่านมา

    Merry Christmas Sven!
    Gelukkig 2025 :)

  • @kevinfreimarck3301
    @kevinfreimarck3301 9 ชั่วโมงที่ผ่านมา

    Why isn't solid state batteries in the forecast? Quantumscape is in the final testing stage and hasn't missed a beat.

  • @davidhalbleib2467
    @davidhalbleib2467 12 ชั่วโมงที่ผ่านมา

    Is Rio Tinto a lithium play? I know you've mentioned them in the past for other metals.

  • @rolandmittermayr3615
    @rolandmittermayr3615 3 ชั่วโมงที่ผ่านมา

    Can you give your sources for Albemarle cuting the dividend?

  • @ksaopwijk
    @ksaopwijk วันที่ผ่านมา

    Hi Sven, long time follower. I made some nice money in some more volatile stocks. Selling them now and trying to move them somewhere more secure. Always find the perfect advice on this channel. Thanks for the help!
    Don't know if you take stock picks but 2 companies I'm looking at are Melexis (MELE) and solar edge ( SEDG). I work in the solar industry. The sector is going trough a rough time but sedg is best in class as a product. I think they'll do good in the future, but hard to value now with the inventory clear up.

  • @eco-enjoyer
    @eco-enjoyer วันที่ผ่านมา

    This is informational gold.

  • @gergelyovics
    @gergelyovics 10 ชั่วโมงที่ผ่านมา

    What about Pilbara Mineral? PLS?

  • @ip400
    @ip400 19 ชั่วโมงที่ผ่านมา +1

    Sven, I think you are misinterpreting the point of technological innovation. Every technological innovation that increases the energy density of lithium batteries means they found a way to replace materials, that do not contribute to the energy capacity, with more lithium. It is even written in the bottom section of the slide about the battery prices. This means that every innovation increases the lithium demand by increasing the amount of lithium per battery stack (-per given volume or mass). Additionally, the demand is getting higher since the technology is becoming more useful.

  • @LoïcJansen
    @LoïcJansen 23 ชั่วโมงที่ผ่านมา +75

    I am at the beginning of my "investment journey", planning to put $85,000 into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

    • @JoyceStanley-m3e
      @JoyceStanley-m3e 23 ชั่วโมงที่ผ่านมา +1

      Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

    • @uwerathsack
      @uwerathsack 23 ชั่วโมงที่ผ่านมา +2

      The issue is people have the "I want to do it myself mentality" but are not equipped enough for a crash, hence getting burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020, just after the pandemic to date.
      Thanks to Caroline Suzan Olson, she has been the one managing my portfolio.

    • @DouglasWatson-d1x
      @DouglasWatson-d1x 23 ชั่วโมงที่ผ่านมา

      Glad to have stumbled on this comment. Please, who is Caroline Suzan Olson that assists you, and if you don't mind, how do I get in touch with her?

    • @uwerathsack
      @uwerathsack 23 ชั่วโมงที่ผ่านมา +2

      Caroline Suzan Olson is a renowned figure in her line of work. I recommend researching her credentials further. Just search her name in your browser. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @RozaliaWelczak
      @RozaliaWelczak 23 ชั่วโมงที่ผ่านมา +1

      Very much appreciated, just inputted Caroline Suzan Olson on the internet, spotted her consulting page ranked top and was able to schedule a call session. I've seen commentaries about advisors but not one looks this phenomenal.

  • @varifra1
    @varifra1 วันที่ผ่านมา +1

    Nice pullover Sven ! Is it made in china ?

  • @Slide61
    @Slide61 วันที่ผ่านมา

    The cost of electricity somehow gets missed in the EV discussion. For instance electricity costs are skyrocketing in California.

    • @adriantimar4290
      @adriantimar4290 22 ชั่วโมงที่ผ่านมา

      it very much depends on the country where the buyer resides; in Italy, for instance, ICEs are still more convenient than EVs per kwh of energy let aside autonomy, infrastructure density etc; good point anyway

  • @kevintan6705
    @kevintan6705 15 ชั่วโมงที่ผ่านมา

    Merryxmas yall

  • @thewonderof06790
    @thewonderof06790 20 ชั่วโมงที่ผ่านมา

    I made 10X on the front end of the last cycle 2019 - 2022 with Neo Lithium when it was bought by CATL. I'm sure the same thing will occur soon.

  • @fredwinslow744
    @fredwinslow744 ชั่วโมงที่ผ่านมา

    i don’t understand why sven uses brk and buffet for every exception to problems that he doesn’t have yet almost never says brk is a buy or that it should be a large holding ???
    if you look back to 200 when they (munger and buffetsaid to expect low single digit returns ) they have performed better than everything almost over time per anum !
    i avoided stocks after enron
    2006-8
    and chose my own stocks eventually after 2015
    however looking back
    i could have set it at brk B and sat back and watched
    finally got in at $170 and feel the same way now

  • @labudrog
    @labudrog 6 ชั่วโมงที่ผ่านมา

    Please make a copper video.

  • @Andreavince-v
    @Andreavince-v 23 ชั่วโมงที่ผ่านมา +6

    As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.

    • @CharlesT.Foster
      @CharlesT.Foster 23 ชั่วโมงที่ผ่านมา

      well as you know bigger risk, bigger results, but such impeccable high-value trades are often carried out by pros.

    • @KarenJ.Mancia
      @KarenJ.Mancia 23 ชั่วโมงที่ผ่านมา

      People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.

    • @RobertS.Headrick
      @RobertS.Headrick 23 ชั่วโมงที่ผ่านมา

      You seem to know the market better than we do, so that makes great sense. Who is the guide?

    • @KarenJ.Mancia
      @KarenJ.Mancia 23 ชั่วโมงที่ผ่านมา

      Actually its a Lady. Yes my go to person is a ‘Stacy Lynn Staples'. So easy and compassionate Lady. You should take a look at her work.

    • @JasonB.Chisolm
      @JasonB.Chisolm 23 ชั่วโมงที่ผ่านมา

      I just Googled her name and her website came up right away. It looks interesting so far. I sent her an email and i hope she responds soon. Thanks

  • @frisos3944
    @frisos3944 3 ชั่วโมงที่ผ่านมา

    If batteries yield 30% more, wouldn’t you think more people would buy electric vehicles so lithium demand could also rise?

  • @Masumakh1
    @Masumakh1 9 ชั่วโมงที่ผ่านมา +25

    I already have ALB and PLL in my portfolio. If you were to choose between AMD and SOFI, which one would you pick and why? I'm planning to invest an additional $132k in my portfolio.

    • @Luksphine
      @Luksphine 9 ชั่วโมงที่ผ่านมา +2

      Deciding between SOFI and AMD depends on your investment goals and risk tolerance. AMD offers stability and growth in tech and AI, while SOFI presents higher-risk, high-reward potential in fintech. Seeking advice from a CFA would be a smart move at this point.

    • @Wood-Je
      @Wood-Je 9 ชั่วโมงที่ผ่านมา +1

      @@Luksphine I couldn’t agree more. Seeking guidance from a professional is a smart move. From my own experience with an investment advisor, I’ve grown my portfolio to $480,000, well-diversified and achieving remarkable growth. Successful investing isn’t just about having the capital-it also requires knowledge, persistence, and the discipline to stay the course.

    • @kevinfreimarck3301
      @kevinfreimarck3301 9 ชั่วโมงที่ผ่านมา +1

      SOFI all the way. The future of banking.

    • @AniWalt
      @AniWalt 9 ชั่วโมงที่ผ่านมา +1

      @@Wood-Je Can you share details of your advisor?

    • @Wood-Je
      @Wood-Je 9 ชั่วโมงที่ผ่านมา +1

      VICTORIA LOUISA SAYLOR is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.

  • @thomasprobst7867
    @thomasprobst7867 วันที่ผ่านมา

    All that implies that EVs will be of significant relevance in the future... For me, the risk is just way too high in order to invest in lithium :)
    i rather buy some more oil or gas when it's on sale again

    • @danielfarrell3534
      @danielfarrell3534 16 ชั่วโมงที่ผ่านมา

      If you want cheap oil... look at BP's chart. Been battered.

  • @darrellh4259
    @darrellh4259 23 ชั่วโมงที่ผ่านมา

    SQM has been murdered in the last few months and PUTS are too expensive.

  • @pietropasotti4418
    @pietropasotti4418 วันที่ผ่านมา +1

    Seems to me that Lithium just follow Chinese market.

    • @danielfarrell3534
      @danielfarrell3534 16 ชั่วโมงที่ผ่านมา

      Yeah. I mean, the price is usually expressed in Chinese yuan whenever I Google search it.

  • @khurramjamil8990
    @khurramjamil8990 วันที่ผ่านมา +1

    IGO limited Australia is owns 50% of one of the lowest cost Lithium mine. solid balance sheet. Under the radar play in this sector

    • @petrmicka2192
      @petrmicka2192 16 ชั่วโมงที่ผ่านมา +2

      Hi, IGO owns 49 % of TLEA which owns 51 % of the Greenbushes. I agree that their balance sheet is solid and they could be a decent investment in this sector.

  • @YavuzMehmet-n9e
    @YavuzMehmet-n9e 18 ชั่วโมงที่ผ่านมา

    $INFTY3 is 🔥🔥

  • @SuatFunda
    @SuatFunda 18 ชั่วโมงที่ผ่านมา

    The price potential of $INFTY3 is exciting, but it's vital to keep in mind that investing in cryptocurrencies is always dangerous.

  • @MustafaSezen-r8k
    @MustafaSezen-r8k 18 ชั่วโมงที่ผ่านมา

    Invested in $INFTY3 and it's been a game-changer. Don't miss the presale!

  • @kevinfreimarck3301
    @kevinfreimarck3301 9 ชั่วโมงที่ผ่านมา

    Are you sure about any stock in any of your recent videos? Seems like your negative on all recently.

    • @Value-Investing
      @Value-Investing  4 ชั่วโมงที่ผ่านมา

      th-cam.com/video/CBK9qPo7HV4/w-d-xo.html. next update soon

  • @LeszekChojnacki
    @LeszekChojnacki วันที่ผ่านมา +1

    Hello Sven, thanks for the knowladge share. Can we expect a coking coal checking vid? 🥹🥹🥹

  • @kjell744
    @kjell744 วันที่ผ่านมา

    Tesla will need a lesser amount of lithium batteries to transition the car fleet if they make a lot of self driving cybercabs. One cybercab may reduce demand for normal cars by 10.

    • @runabath
      @runabath วันที่ผ่านมา +1

      In 20 years time maybe 😂

    • @drstedman
      @drstedman 23 ชั่วโมงที่ผ่านมา +1

      If that were true, then just the existence of Uber would do the same. It's not like people who don't want to own their own car just keep one because they hate the idea of someone else driving them.
      Also, why in the world would everyone who takes cybercabs have otherwise been a Tesla owner, instead of displacing their ICE car?

    • @kjell744
      @kjell744 17 ชั่วโมงที่ผ่านมา

      @@drstedman It depend on price. If you drive mordantly it is cheaper to own a used car than use uber.
      If cybercab is successful it will be under a 1/5 of the price of uber. making it cheaper of nearly every body than to own a car.
      Than young people won't border to learn to drive.
      Doctors will also be more aggressive in taking away the driving license from old people.

    • @kjell744
      @kjell744 17 ชั่วโมงที่ผ่านมา

      ​@@drstedman We will still need to increase the production of Lithium.

  • @RustuErhan
    @RustuErhan 18 ชั่วโมงที่ผ่านมา

    Technology from $INFTY3 is dependable. It might cause disruption across a variety of industries.

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    @FilizMurat-n9z 18 ชั่วโมงที่ผ่านมา

    $INFTY3 is gonna explode anytime soon

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    @ReenaNation 18 ชั่วโมงที่ผ่านมา

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    @HumeyraSerhat 18 ชั่วโมงที่ผ่านมา

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    @RonnaSaldana 18 ชั่วโมงที่ผ่านมา

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    @RitaBartholomew-g6l 18 ชั่วโมงที่ผ่านมา

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    @DaleLoy 18 ชั่วโมงที่ผ่านมา

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    @BURTONFranklin 18 ชั่วโมงที่ผ่านมา

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    @MICHEALMclemore-f2g 18 ชั่วโมงที่ผ่านมา

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    @DorthaBurnett 18 ชั่วโมงที่ผ่านมา

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  • @LeoneSaunders
    @LeoneSaunders 18 ชั่วโมงที่ผ่านมา

    $INFTY3 is gonna explode anytime soon