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Albemarle Corporation (ALB $127.20)
- $127.20 Cap: $14.97B
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Albemarle Corporation (ALB $127.20)
- $127.20 Cap: $14.97B
- View ALB Profile
- View Questions on ALB
Q: The stock seems to be recovering nicely. Could you discuss it's latest earnings, what seems to be driving the turn and if it's sustainable long term.
Thx, M
Thx, M
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Albemarle Corporation (ALB $127.20)
- $127.20 Cap: $14.97B
- View ALB Profile
- View Questions on ALB
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VanEck Rare Earth/Strategic Metals ETF (REMX $73.41)
- $73.41 P/E (TTM): 44.39X Cap: $263M
- View REMX Profile
- View Questions on REMX
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MP Materials Corp. (MP $61.20)
- $61.20 Cap: $10.84B
- View MP Profile
- View Questions on MP
Q: Good Morning Team 5i & Everyone,
I’m looking through the holdings for REMX:US. Of the etf’s current holdings, these are the ones listed on the US market:
LAC
MP
ALB
SQM
IPX
LAR
SGML
TROX
Fundamentally, do any look good enough that you would consider holding them directly?
I’ve been watching NEO:CA and I realize that the sector has a bit of excitement in it at the moment, and if that changes they would likely take a hit.
In general I’m holding some REMX and will likely wait for an opportunity to add. The thesis ultimately is that when A.I. reaches the point where robots start getting built years from now, in theory that will require rare earth and strategic metals and minerals. But, we shall see.
Thank you,
Sandra
I’m looking through the holdings for REMX:US. Of the etf’s current holdings, these are the ones listed on the US market:
LAC
MP
ALB
SQM
IPX
LAR
SGML
TROX
Fundamentally, do any look good enough that you would consider holding them directly?
I’ve been watching NEO:CA and I realize that the sector has a bit of excitement in it at the moment, and if that changes they would likely take a hit.
In general I’m holding some REMX and will likely wait for an opportunity to add. The thesis ultimately is that when A.I. reaches the point where robots start getting built years from now, in theory that will require rare earth and strategic metals and minerals. But, we shall see.
Thank you,
Sandra
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NextEra Energy Inc. (NEE $80.55)
- $80.55 P/E (TTM): 26.47X Cap: $167.75B
- View NEE Profile
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Tesla Inc. (TSLA $439.58)
- $439.58 P/E (TTM): 303.33X Cap: $1.46T
- View TSLA Profile
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Albemarle Corporation (ALB $127.20)
- $127.20 Cap: $14.97B
- View ALB Profile
- View Questions on ALB
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Neo Performance Materials Inc. (NEO $16.67)
- $16.67 Cap: $693M
- View NEO Profile
- View Questions on NEO
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Enphase Energy Inc. (ENPH $31.24)
- $31.24 P/E (TTM): 21.4X Cap: $4.08B
- View ENPH Profile
- View Questions on ENPH
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MP Materials Corp. (MP $61.20)
- $61.20 Cap: $10.84B
- View MP Profile
- View Questions on MP
Q: Can you recommend stocks which might take advantage of large battery technology such as for utilities and renewable energy?
Does anyone have moat like advantages within this area?
Or, is there a more subtle play here?
Thanks
Does anyone have moat like advantages within this area?
Or, is there a more subtle play here?
Thanks
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