Ivanhoe Mines Ltd (IVPAF)

[tootalljones]

chintzy's post requires some speculation, like everything else..

March 20, 2017 - 03:19 AM 245 Reads
Post# 26000820

EV Metals Boom
Meditate for a while on this quote from Bernstein that caught my eye in an article on cobalt:

Those at Bernstein, for example, estimate the rapid adoption of electric vehicles between now and 2035 will create an uplift for commodities demand eight times larger than that generated by China’s boom in the early 2000s.

https://www.ft.com/content/bc8dc13c-07db-11e7-97d1-5e720a26771b
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1. A general rule, almost never followed lol (!) by the metals industry is a 3 to 1 move by a metals index of stocks, to the underlying commodity. One would have mind boggling returns over the next generation just buying an industrial metals index. I have no idea if this general rule is true or supported by historical data whatsoever.

2. It is a historical fact that during metals bull markets, the sector leaders simply blow away the underlying stock index. By Tenfold, give or take.

3. I have a hard time envisioning a scenario where we do not have an industrial metals bull market. So Ivanhoe is the play by far by far.


4. If Chintzy and Paul Gait and all the authorities are correct in their view of EVs however, which seems logical and credible, the Metals Bull now being birthed, will be very strong. Rivaling the internet bull of the late 20th century perhaps? Hot Diggidy ~!