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Albemarle Corporation (ALB $95.29)
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VanEck Rare Earth/Strategic Metals ETF (REMX $72.85)
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MP Materials Corp. (MP $83.84)
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