Electric vehicles (EVs) typically require significantly more copper than conventional internal combustion engine vehicles. On average, an EV can use about three to four times more copper than a traditional vehicle, primarily due to the following factors: 1. Electric Motors: EVs use electric motors instead of engines, which require more copper for windings. 2. Batteries: The battery packs in EVs, especially lithium-ion batteries, have copper components fo...
Yunnan Tin's low P/E ratio may be due to anticipated poor earnings performance. Despite a superior earnings outlook, it's not impacting its P/E as expected, indicating potential unseen threats to earnings. Investors foresee possible future earnings volatility.
Yunnan Tin's average annual share price increase of 8% is lower than the EPS growth, indicating a cooled market perception. Despite a 7.9% loss in shares over the past year, long-term investors may see a 5% annual return over five years. However, warning signs exist for Yunnan Tin.
With Yunnan Tin's dwindling ROCE and sales, coupled with rising capital employment from five years prior, the firm's basic strength appears shaky. Stock's good returns in the last five years notwithstanding, present indicators advise caution.
Yunnan Tin's strong share price gains and consistent revenue growth might overshadow the declining EPS for some investors. Notably, recent performance and strong momentum suggests a good opportunity for investment despite moderate dividends.
$Western Mining (601168.SH)$Let me talk about West Mine: 1. The fundamentals are good. The production of Xinjiang Copper and nickel mine at the end of the year is a good catalyst. 2. The recent twists and turns are mainly affected by the fall of copper, but the technical form of West Mine is obviously stronger than that of Copper and Zijinjiang copper, etc. There are copper leading phase, indicating that there are funds in the strong warehouse construction; The stock trend overall smooth, no obvious T party do T signs. 3. As the Federal Reserve medicine can not stop the dollar weakening again, copper will rise again, western mining will also rise a wave, over 20 new high is not a problem.....
Yunnan Tin Co.,Ltd. Stock Forum
1. Electric Motors: EVs use electric motors instead of engines, which require more copper for windings.
2. Batteries: The battery packs in EVs, especially lithium-ion batteries, have copper components fo...
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
I am staying out of tin long positions. Its at multiyear high and even if there is some fundamental shift in demand and supply, any such price jump in significant manner may come out in a very disappointing way for such commodities bull in the intermediate timeframe.
Not good for risk reward for me!
As always, this should not be construed as any investment or trading advice. $Metals X Ltd (MLX.AU)$ $Yunnan Tin Co.,Ltd. (000960.SZ)$ $GLENCORE PLC (GLCNF.US)$ $BHP Group Ltd (BHP.US)$ $Rio Tinto (RIO.US)$
1. The fundamentals are good. The production of Xinjiang Copper and nickel mine at the end of the year is a good catalyst.
2. The recent twists and turns are mainly affected by the fall of copper, but the technical form of West Mine is obviously stronger than that of Copper and Zijinjiang copper, etc. There are copper leading phase, indicating that there are funds in the strong warehouse construction; The stock trend overall smooth, no obvious T party do T signs.
3. As the Federal Reserve medicine can not stop the dollar weakening again, copper will rise again, western mining will also rise a wave, over 20 new high is not a problem.....
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