Q: Hi team,
It seems critical mineral US names are raging on chinas recent critical mineral restrictions. Yet VNP actually dropped last Friday. Is it being over looked in this trade by big investors in favour of larger US names? Would VNP be a good way to play the world’s reliance on critical minerals ? Is it time to buy the name? Or are there better more attractive names to bet on for this?
Thanks,
Shane
It seems critical mineral US names are raging on chinas recent critical mineral restrictions. Yet VNP actually dropped last Friday. Is it being over looked in this trade by big investors in favour of larger US names? Would VNP be a good way to play the world’s reliance on critical minerals ? Is it time to buy the name? Or are there better more attractive names to bet on for this?
Thanks,
Shane
5i Research Answer:
We are comfortable buying. The stock bounced today and has hit a new high. It is not quite a...