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5i Recent Questions
Q: Thoughts on earnings and add to,hold or sell? Thanx.
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Q: Please, rank from most to least recommended and why? Are there any companies outside of Canada that you think might be preferable? If so, how would you rank them? If there is any other information that you believe might be useful then let me know.
- Lithium Americas Corp. (LAC)
- Albemarle Corporation (ALB)
- Sociedad Quimica y Minera S.A. (SQM)
- NanoXplore Inc. (GRA)
- Carpenter Technology Corporation (CRS)
- Constellium SE (France) (CSTM)
- ATI Inc. (ATI)
- Graco Inc. (GGG)
- Haynes International Inc. (HAYN)
- Graphene Manufacturing Group Ltd. (GMG)
Q: You answered my question about Linde and the kinds of materials you expect to be in demand in the future. Could you please match up some company names to your suggestions? As a reminder, here is part of your response:
"Materials which we think might be in great demand in the future include: lithium and cobalt (lithium-ion batteries for EV and renewable energy storage), graphene (exceptional strength and conductivity), and advanced alloys (aerospace and automotive industries)."
Thanks,
V
"Materials which we think might be in great demand in the future include: lithium and cobalt (lithium-ion batteries for EV and renewable energy storage), graphene (exceptional strength and conductivity), and advanced alloys (aerospace and automotive industries)."
Thanks,
V
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