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Alias Born | 04/26/2010 |
Wednesday, November 01, 2017 12:14:27 PM
I cannot remember a single one ever better published on SA
This guy john patterson is a serious brain, reminds me of ursusbrumae whose top stock (only?) is ivanhoe (he does not know of ardea, lol). I am a huge fan and owner too of ivanhoe but back to the article, which has many hundreds of intelligent comments, john patterson himself does a great job answering so many of them.
his word choice and quality of thought are simply outstanding.
he is short telsa.
https://seekingalpha.com/article/4115479-cobalt-cliff-will-cap-teslas-model-3-production-capacity-250000-units-per-year?v=1509474072&comments=show
One of the takeaways is that over the next several years (3 to 5), there will be a severe supply shortage of lithium and cobalt (there is already, obviously, and Matt Bohlsen below predicts that this raging bull is in its infancy and will go at least for the next several years, as the EV revolution picks up steam..
I asked on that Patterson thread for a single name from John of a top mind in these two metals and their stocks, and he immedietly said the one guy he thought had top tier thoughts was another seeking alpha author, matt bohlsen, who writes regularly about the top cobalt and lithium miners in the world.
Matt's number one choice as I indicated, is Ardea. He has about a half dozen he discusses that are majors, but loves Ardea as a junior, his number one pick. And he only lists 3 juniors and you can see from is list that Ardea is easily by far by far the best, the other 2 being relative junk in comparison.
Anyway, Patterson, as one can see from the article i posted, is a serious genius, and he endorses matt bohlsen, whose number 1 stock by far in the junior global market is ardea...........see where this is leading to? Matt also publishes 2 widly exploding and successful subscription news service for both lithium and cobalt, studying these sectors full time. So much so, that he says he barely has time now to do the reseach, due to the success of his two publications and associated attention needed. and yes, Matt is a straight shooter for sure.
One last note: there is much talk now of auto manufacturers vertically integrating their supply, meaning they actually may get into the business of buying a cobalt producer..............wow!
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