Q: Hi Team,
I would like your opinion on FMC. The stock is down significantly because one of the key product family is seeing patents expiry-diamides. It probably also moved lower with the rest of the agrobusiness sector-. Do you think it is a good time to take a small position in FMC. I am looking to a 3 to 5 years horizon.
I would also take position in one of the 3 other Cie listed -LIN, CTAS, KBL- due to the fact that I think these are 3 companies that could be fairly resilient in an economic downturn. How would you rank these choices in term of stability and capital appreciation potential ? Other suggestions are welcome!
Take the amount of credit necessary to answer my questions and sub questions!
Q: i have owned FMC doe awhile now and has been up about 30% however it's been slipping gradually where I am now at 8.26%. Do you see any bright spots or should I be selling?
Q: I hold both of these companies and was wondering if there was any reason other than the recent market that they are still going down.
Thanks for your help.
Q: Hello 5i
With news of Teslas' further expansion into Europe, could I have your general view on the lithium sector? Any specific points to consider investigating for smaller caps with off-take agreements would be greatly appreciated. Finally, over what time frame would you think is a reasonable expectation for their maturing in this sector (for those that survive that is!).
Q: In general, what do you think of the lithium space going forward and is there a particular company, Canada or US that you see as opportunistic.
Thanks
Guy R.
Q: how would you invest in the future of the electric battery industry? would it be in a manufacturer or a miner? and can you suggest a company.
Thank you for all your thoughtful and considered work