Miikkael
@el_miikka
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Disruptive companies & asymmetric opportunities
Joined May 2017
Tungsten is in an unprecedented supply crunch - if you wonder how the skyrocketing prices affect the cashflows of the biggest stock-listed tungsten producer EQ Resources, I made an app where you can test different price and production scenarios🚀 https://t.co/NXpsRMMu3I
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As an $eqr.ax stockholder, here's a contrarian though: the supply crisis is going to get so bad that even $alm at current valuations is a decent buy. Not buying it myself though.
“#Tungsten was an essential material for defense industries during the Korean war. But its use in the civilian and industrial sectors was very limited. A survey by the Bank of Korea in 1952 revealed that approximately 95% of all tungsten demand came from the defense industry --
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“#Tungsten was an essential material for defense industries during the Korean war. But its use in the civilian and industrial sectors was very limited. A survey by the Bank of Korea in 1952 revealed that approximately 95% of all tungsten demand came from the defense industry --
#Tungsten to over 30,000 usd/mtu? (Today’s APT price range around 2,600-3,000 usd/mtu). Predicting the top and the sustained level of this tungsten bull market is impossible, but what if we looked at the historical tungsten bull markets through the lens of gold-to-tungsten price
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Fuck Sandels Champagne is back🚀 Rotterdam APT up 450usd! https://t.co/73dGsNA9L3
news.metal.com
[SMM Tungsten Express] As of March 19, SMM data shows APT CIF Rotterdam port at $2,400-2,900/mtu, averaging $2,650/mtu, up $450 from March 12. Ferro-t
Suomeksi käännettynä: On kuin unelmasi on vain saada yksi iso Sandels rankan työviikon jälkeen, ja se on aina ollut härkäskenaariosi. Sitten yksi viikko matkustat ulkomaille ja rikas britti tarjoaa sinulle shampanjaa. Kun palaat härmään, tarjolla "vain" Sandelssia ja ajattelet
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@el_miikka Yes. It will also be so radioactive after a 40 year life that it cannot be recycled.
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That's +6% of annual global tungsten production required to build one reactor.
Other fun facts include fusion will require 7,000 tonnes of #tungsten per reactor. Only the Chinese can commercialise because of that. This is one of the reasons that I think explains why they have stopped selling. Geo-political long-term thinking.
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Suomeksi käännettynä: On kuin unelmasi on vain saada yksi iso Sandels rankan työviikon jälkeen, ja se on aina ollut härkäskenaariosi. Sitten yksi viikko matkustat ulkomaille ja rikas britti tarjoaa sinulle shampanjaa. Kun palaat härmään, tarjolla "vain" Sandelssia ja ajattelet
an analogy: it's like if your dream was to have sydney sweeney in your bed for the next two years, it always has been your bull scenario then for one week you experienced sydney+monica belluci+gigi hadid when u go back to only sydney you think it's bear it isn't $eqr.ax
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Tulkitsen parin viimepäivän APT hinnannousun pysähtymisen näistä Chinatungstenin artikkeleistä niin, että myyjät ovat viime viikkoina pihtailleet myymistä kun hinnannousu otti niin kovia kierroksia, ja nyt jäähdytellään hetki ennenkuin tarjontavaje taas lähtee puskemaan hintoja
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"During World War II the United States attempted to prevent Germany from acquiring wolfram (tungsten ore) in Spain by buying it in the open market. Preemptive buying forced the Germans to pay more for and to consume less tungsten, a material crucial for the production of machine
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#Tungsten to over 30,000 usd/mtu? (Today’s APT price range around 2,600-3,000 usd/mtu). Predicting the top and the sustained level of this tungsten bull market is impossible, but what if we looked at the historical tungsten bull markets through the lens of gold-to-tungsten price
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Tässä kvartaalissa https://t.co/EVJ7maOsjP S&P/ASX All Ordinaries indexiin. Seuraavassa ASX 200. Ja kolmannessa Pohjois-Amerikan Nasdaqiin? #finnishtungstenmafia
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In the Critical Minerals Webinar Craig confirmed the supply gap in west to be 30'000-40'000 tonnes. This means it will be 2029 when we have enough western supply to catch up with the demand! Of course some of the demand will be destroyed, but I believe this bull market will
Kuvan 1 firmat käyty läpi tekoälyagentin toimesta. Kuvassa 2 tiivistettynä lähivuosina tuleva tuotanto. Lisäksi jostain vanhoista kasoista voi tulla pientä tuotantoa. Näyttää siltä että lännen vajetta (30kt) ei kurota umpeen kun vasta aikaisintaan 2029.. Miten korkealle
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What's the actual amount of tungsten (wo3) that actually even get's sold in the west with rotterdam prices? Is everything still going to china?
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@el_miikka -If China makes ~88–90% of global tungsten but “only” uses ~50%, they should have ~2x more supply than demand. ->So if they’re still buying basically everything available (and paying up), something’s off. -That usually means China’s real demand is higher, or its real supply is
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So it means China is either : A) stockpiling or B) the production rate of their own mines have decreased significantly What do you guys think?
"China is buying ALL available tungsten, they are paying more for it for IMPORTING it to China, rest of the world is playing catch-up." I just watched the Craig Bradshaw interview ( https://t.co/EVJ7maOsjP) from three weeks back and collected all the quotes from Craig that
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"China is buying ALL available tungsten, they are paying more for it for IMPORTING it to China, rest of the world is playing catch-up." I just watched the Craig Bradshaw interview ( https://t.co/EVJ7maOsjP) from three weeks back and collected all the quotes from Craig that
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