/biz/ - Business & Finance

What kinds of commodities are people invested/interested in? Im coming over from PMG so the only ones I know of are precious metals along with things like timber and oil. Im also interested in agriculture.

Anyone have predictions for any specific commodities markets? I think oil is a decent buy right now but thats probably gonna be a five year hold.

I think helium is a good commodity to invest in. Supposedly incredibly scarce to the point where a helium filled balloon should cost about two hundred dollars. Clinton sold all of our strategic helium during his administration and it is incredibly important for things like MRI machines and space travel (also party baloons)

Lets keep it going!

How do you invest in commodities, by buying stocks of mining companies?

>>24248276
check out odd balls like onions beans, ironically there a major feed product / commodity that the asian market depends on, something China has to buy almost exclusively from the US due to other nations not generating enough to be bothered with.

Also just popping in while I wait for someone to make a PMG thread. Other commodities you guys should look into are Iron, nickel, lithium, coal. Molybdenum might be an interesting one as well.

Buy $UUUU. Hold 10 years.

>>24248449
what the fuck, not onions, onions beans fuck my phones crap, why did it spell check that.

>>24248465
Hahaha. S o i translates to Onions

>>24248449
i forgot that boards sensor the word i am looking for, look up s.o.ybean's

Soi

>>24248449
Onions aren't beans, newfriend

>>24248454
Uranium is a good one. Im thinking stocks of agribusiness companies, mining companies, timber companies, and oil companies.

There was an oil tanker craze here a while ago anf a lot of people made a lot of money investing in oil tanking companies.

>>24249013
I wonder if we shouldnt look into LNG companies as well. Liquified natural gas is becoming a major energy source for india as they make plans to move away from coal fired power plants. Heavy industry is also looking more to LNG for energy as bunker fuels become more heavily regulated.

>>24248235
We're going to need some links in the OP if we want to make this a thing. Personally I wouldn't mind if /pmg/ was used for base metals / uranium and other minable commodities as well as pm's but a commodity general is great because it would include agriculture and oil for example. Here's hoping this takes off
>>24248703
>THE Pan Man
>newfriend
Pick one

>>24249638
I am going to look up some heavy commodity miners to add to a list. Teck Resources, bhp billiton etc. There are quite a few that will fit this description i am sure.

>>24249731
Was thinking more about some general information related to investing into commodities than individual companies or the like. Like newbie guides to mining/oil/agri stocks, risks and industry-specific cycles (like winter being a slow time), futures market tips etc.

>>24249829
I've some mining-related learning links myself that I posted a few threads back at /pmg/. I guess I'll post them here once I get back from work in a few hours

>>24249829
got you, i ll see what i can dig up in the mean time.

Bumping. We need this thread alive

>>24249876
You dig up anything good yet? I know you're at least a trustworthy filter for mining-related information. Could you maybe even find a link to some some basic geology stuff? I'm pretty green at that myself

>>24248235
soooooo... it's /pmg/. Ok

>>24248276
L N G
N
G

>>24251277
sorry been busy but yes I found this simple easy link from the motley fool thats pretty good https://www.fool.com/investing/2019/10/05/how-to-invest-in-mining-stocks.aspx
Heres a very handy course when looking at mineral deposits from Sprott Media that even I use on the regular. https://www.youtube.com/watch?v=OXqE82UIVVU&t=53s This particular series also goes into depth later on discussing the mineral exploration process but i suggest going through while having a good coffee and actually listen to each vid. There complicated but get the points across well. I ll find some more to do with oil and gas tomorrow, thats not really my specialty but i understand enough to be able to help if needed.

>>24251429
Alright nice. I'll check those out myself and compare them to my own links and I'll see if there is any overlap. I'll be home in a few hours so I'll start looking these over and I'll try to make a simple, concise list of links so that there is space for agriculture, livestock and oil in the OP

Some picks I've been looking into: copper, lithium and of course agriculture. If the california is going all electric then copper and lithium will be big

is this a cope thread because pms didn't moon but btc did? Where's floorstacker and his boomer cope lmao

>>24251306
Minus the shitposts and derailing. Wouldn't mind a PM + Commodities general

>>24251970
We just thought that it would be nice to have a commodity general. Currently trying to come up with OP links

>>24249638
Just having a laugh about the filter mate. I lurk pmg and know about Pan Man

>>24252006
based. Well lads next pump I'm going to sell some cryptos for gold sovereigns

>>24248454
>Four U
B I G G U Y

>>24248454
Actually sound advice to invest in uranium!

>>24248235
Should maybe add this to the OP. Might be too specific though
https://ec.europa.eu/growth/sectors/raw-materials/specific-interest/critical_en

Bump. This is a good idea

During peak corona time, beef prices were actually starting to run wild. Being exposed to anything food related was a sure fire bet at the time. Agriculture does have it's seasonal cycles and there's even overall price indicators. I was working on location out southern Kansas and their local radio station would give those updates like they were the DJI and S&P, so where one could find that as an online indicator (or a reliable one) is anyone's guess. It could be added to the OP for future threads.

buy clf

https://seekingalpha.com/news/3639152-u-s-steel-cleveland-cliffs-upgraded-to-buy-glj-research

>>24254035
Nice, finally some agri/livestock knowledge! If a second lockdown happens that's valuable information to know. I think beef might go up in the future now that I think about it, globalists will probably try to regulate it a lot.

>>24251429
>>24251801
Okay, I'm home. I'll proceed to look at what you posted and then I'll post the stuff that doesn't overlap too much. Pic related is in one of my links, it's a great one to have on a commodity general I think

>>24254902
i have a zoom call this morning so i ll be busy for a bit but i am looking for info on the energy sector commodities that would be handy as well after i am done.

>>24248454
Thought about buying some of this last year. What bull case do you see for uranium? It seems like nuclear has been cast aside for renewable memes despite its superiority. I’d hate to hold this for 10 years and watch it crab

>>24248381
You either buy futures or producers. Outside of precious metals and palladium group, there isn't a way to buy physical because they don't get stored for long periods.

>>24248235
If the bond market/dollar doesn't pop soon, you can keep buying lumber futures. Big regret not buying in March when I knew that builders were actually INCREASING production to get shit off their books faster.

>>24255310
>What bull case do you see for uranium?
Increasing demand for energy, green energy, most efficient and safest source of energy known to man
>It seems like nuclear has been cast aside for renewable memes despite its superiority
It'll be accepted because governments have to cut costs somewhere down the line, and solar energy isn't viable in the north
>>24255360
>>24255399
Small guide to futures?

>>24254902
>>24255224
Alright, thanks Pan Man.

HOW TO PLAY COPPER BULL MARKET AFTER LE DIPPE?????

>>24254902
>>24255497
fuck posted by accident. Anyways here's my links:

>How to invest in mining stocks
https://www.fool.com/investing/2019/10/05/how-to-invest-in-mining-stocks.aspx
>Mine life cycle (plus Lassonde Curve -- pic related)
https://undervaluedequity.com/mine-life-cycle-how-accurate-are-the-resources-reported-in-each-project-phase/
>How to interpret drilling results + other crucial information
https://www.amscot.com.au/Download/Download?file=Interpretation_of_Resource_Company_Announcements_-_Overview.pdf
>Ore grades:
https://undervaluedequity.com/drilling-results-how-can-you-determine-if-a-mining-companys-drill-results-are-of-low-medium-or-high-grade/
>and
https://www.mining.com/web/making-the-grade-understanding-exploration-results/

>>24251429
Am I missing anything that should be considered? That Sprott Media presentation is great but might be a little too advanced and long for OP links. I know I'll be learning all that stuff though of course, thanks for posting
>>24255736
Buy copper miners

>>24255879
Also this might be important
>Understanding Mineral Resource and Reserve estimates
https://newpacificmetals.com/mining-101/mineral-estimates-reserves-vs-resources

>>24255879
no i think were good and i agree, the sprott media material is really advanced, but we could have it in as a link anyway with a disclaimer.

>>24256265
Alright, might as well add it too then. However we're going to have to be very conservative with what to keep and what to leave once we begin adding links for agri and energy

>>24248235
Where can I buy nickel buy the tonne?

>>24248235
If there are any anons knowledgeable in the agriculture / livestock / fishing / etc. industry or the energy / oil / gas industry, please post some links we can put into the OP for anons wanting to learn about commodity investing! We've already got the mining industry covered nicely!

Anyone invest in hydrogen? I sold all my PLUG when I was up 2x but it’s way higher now

>>24258860
How is hydrogen even extracted and stored in the first place? And what are the industrial uses/bull case?

>>24255310
(Pic related). Solar and wind aren’t gonna cut it long term.

>>24258989
You take water, electrify it and it seperate a the hydrogen and oxygen. If you use renewable electricity (wind, solar, hydro, nuclear) then hydrogen is considered a renewable gas. The case for hydrogen is a clean burning industrial fuel. It beats electric cars because it can be refueled instantly instead of having to charge

>>24259303
That's very interesting. I assume the oxygen is also extracted as a byproduct?
How economical is the electricity cost for turning water into hydrogen? Or are there any other drawbacks to the commodity? Surely it can't be all sunshine and rainbows right?

>>24259561
AFAIK the membranes needed for the process are expensive. There are a lot of doubters, but I suggest you look into it. PLUG made hydrogen fuel cells for industrial forklifts. This year they bought out a hydrogen producing facility and have been producing their own hydrogen. They use the hydrogen in their own fuel cells, but will have production capacity to provide fuel for the “hydrogen economy”. Google hydrogen economy

>>24255736
Freeport and Rio Tinto are good bets that I own. Southern copper is also another very good option but I do not own that one. What I like about Freeport and Rio is they also produce a lot of gold so you get that exposure as well.

>>24259715
According to one article -- https://www.barrons.com/articles/astrazenecas-covid-19-vaccine-can-be-up-to-90-effective-why-thats-good-news-51606130440 -- hydrogen stocks are in a bubble.

I am interested though, I'll look into it more. Thanks for bringing this to my attention anon

>>24259840
That was the wrong link.
https://www.barrons.com/articles/hydrogen-stocks-have-hit-bubble-territory-51595623974

bump

>>24255879
Agriculture/farming links. I'll see what I can dig up that may be useful once I get off work. Here's a mid day bump to keep this alive. Nice to see the Pan Man in here, he's the spirit of PMG!

>>24260970
https://www.agweb.com/markets/futures

That's just a start with some basic information for corn, wheat, etc.

Also, /out/ may unironically be a good place to scour information. I went there for help on homesteading some time back and it's pretty comfy over there.

Is energy considered commodities or no

>>24260970
Awesome, was just looking for somebody like you who would be willing to share some good links for agri. Pan Man will be doing some digging to find some links on energy commodities. After those we might want to see if we have space to spare for livestock or fishing for example. Soon we'll have a nice OP post to really get this general going! Thank you in advance anon!
>>24261142
Thank you!
>>24261152
Only if it is produced with commodities -- uranium, hydrogen, gas, oil, etc. basically

>>24261197
So I got shilled Keyera yesterday, they do oil and gas midstream. The monthly dividend got me excited and I kind of just jumped in (don't copy this kids)
It's not back to pre-March prices yet so there's still some way to go

>>24261492
You didn't DYODD? Ballsy move

>>24261520
The extent of my DD was like, yield is 8% p.a. at current prices, they survived the worst of the corona season fine, didn't see anyone kvetch about it on ceo.ca, okay let's go

>>24261686
Chad

nostacker poorfag from pmg, bought a metal detector

>>24248276
Oil will be the Biden play, as anytime America starts Warring for ZOG, oil spikes like mad.

bump

buump

FYI this is big news for the Pebble Copper mine Project, the Trump admin has refused to issue permits sighting environmental hazards. https://www.washingtonpost.com/climate-environment/pebble-mine-alaska/2020/11/25/bc46575c-2f41-11eb-860d-f7999599cbc2_story.html

GRAINS = GAINS