Not Investment Advice - Just My Opinion

After a quick google…there appears to be optimism that China will curtail its aluminium production for environmental reasons:

The aluminium price doesn’t appear to have leapt upwards at this stage…but it has been rising steadily anyway, for the past year:

Here I have overlaid the share price of AWC (Alumina Ltd), another producer exposed to the aluminium price, and the AWC share price has also ramped up over the same time frame as S32:

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Cheers. Was just looking at my account but haven’t had the chance to read anything over the last few days as I’ve been at work :slight_smile:

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BTW, does anyone use the Superhero trading platform?

Commsec for AU

Interactive brokers for US

Commsec great data, reliable platform. Interactive Brokers way too complicated, hard to get basic reports. Probably more suited for day traders.

Not sure if extracting the urine… and whether others think similarly.

Mind you, it perhaps matches the last six months of this STONKS thread.

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last 2 days closing prices would be fair value on the market as it is what its selling for, doesnt mean that is fair value if you are looking at buying.

I had a share last week get their results out and they were good and looked underpriced based on the profits plus expected growth, then within the day they were added as a good buy by 3 advisers and they have jumped 20% in the last few days

south 32 is the bain of my existence…the australian part that i deal with would only be draggin the share price down lol

aluminium price at 10 year high…up 40% since beginning of year

military coup in guniea …

Yes. :blush:

Politics aside is this good invesent advice? Does he know something that may be coming for the election?

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From my POV, I bought shares in Vulcan Resources (VUL.AX) 6 months ago at $6.33. Price an hour ago was $16.10.

And 10,000 shares in Pilbara (PLS.AX) 9 months ago at 85c. Now $2.07. Sold 5,000 at $1.76 in late July.

So, yeah! They’re doing OK.

Doesn’t mean he’s going to vote against coal interests though.

Yeah…I know…the CGT, eh?

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If he is investing in those ETF’s sounds like he got some decent financial advice.

everything feels like big push in clean energy / EV

Uranium into a bull run again too.

problem with all asx speccy stocks is by the time they are ready for production bull run may be over.

My problem is when I have found a decent stock, to keep buying it as it goes up.

SYA up to 17.5c today.
Pilbara up to $2.48 Noonan.

Vulcan energy at $15.90, but equity raising at $13.50

What will be the impact on Vulcans price?

Who knows, usually they drop down closer to equity raising price.

I hate it when people sook it up about CGT.

Not saying that you are Noons, but just saying.

I was hoping that it would be obvious that I was being extremely ironic.

But it looks like my CGT this year will wipe out my franking credits, so I’ll sook it up about that.

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That is a super creepy twitter.

It’s on a run, but it popped after 2017.

I think it’s different under Biden. Personally I can see the likes of Elon etc, pulling the wool over his eyes will supercharge the industry.

SYA has been hot.

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Finally offloaded telstra for a minimal profit. It has been less than what I paid for most of the time I held. Just happy not to have lost. Time to do more research and throw it back in the market at some point.

How’d you go once dividends are included? Telstra always struck me as a dividend game, not capital growth.