I’m in the short line to make my first million. Quote from your cartoon joke you or someone posted.
Recently someone brought to my attention about a byproduct from Zinc called Germanium/Gallium It’s used for computer chips and electronics. A large amount 60% is coming from China and they are inflicting import restrictions Aug 1st.
My thoughts are to find US companies that are already producing Zinc that it makes sense that we make our own Germanium. So it makes sense to invest in these companies. Any thoughts?
I am glad you enjoy the newsletter and I wish all the best in the 1st-million line!
Regarding your question, this is not really my investment style so I can't answer you. What you should do is research more this material and potential companies. It seems to me you need to kind of write your investment thesis on this and see if that still makes sense.
If you already have a specific company in mind, I can have a look at the chart and trend.
I love the reading the week ahead bit, well put together 🤓🙌
Oh thank you. Funny enough, it is the part I like the less actually ;-) But I am not writing for myself so glad you enjoy it!
G man thanks for sharing your knowledge.
I’m in the short line to make my first million. Quote from your cartoon joke you or someone posted.
Recently someone brought to my attention about a byproduct from Zinc called Germanium/Gallium It’s used for computer chips and electronics. A large amount 60% is coming from China and they are inflicting import restrictions Aug 1st.
My thoughts are to find US companies that are already producing Zinc that it makes sense that we make our own Germanium. So it makes sense to invest in these companies. Any thoughts?
Hey!
I am glad you enjoy the newsletter and I wish all the best in the 1st-million line!
Regarding your question, this is not really my investment style so I can't answer you. What you should do is research more this material and potential companies. It seems to me you need to kind of write your investment thesis on this and see if that still makes sense.
If you already have a specific company in mind, I can have a look at the chart and trend.
Let me know if I can help you any other way.