I’m old enough to remember when everyone thought japanese cars were poorly built.
$TSLA revenue and earnings growth projections will be decimated by Chinese company competition in due course.
$TSLA revenue and earnings growth projections will be decimated by Chinese company competition in due course.
Investors today don’t appreciate how much the quality will improve in China while they will also maintain major labour cost, material cost and energy cost advantages. China has been securing long term contracts and mining acquisitions for key battery and EV materials
They are now making a massive investment into #nuclear power and also securing #uranium
Low interest loans will finance the large upfront cost of building nuclear power so that the over all nuclear power price will be half of what it is in the west.
Low interest loans will finance the large upfront cost of building nuclear power so that the over all nuclear power price will be half of what it is in the west.
Combo is deadly for USA manufacturing that is dependent on power, labour and material costs. Lose lose lose.
#uranium today is a great hedge against both the earnings destruction and market cap lose that companies like $TSLA will suffer and inflation in general
#uranium today is a great hedge against both the earnings destruction and market cap lose that companies like $TSLA will suffer and inflation in general
You can buy physical #uranium today below the all in median cost of production and that cost is set to also rise dramatically $u.un Sprott physical uranium trust should be aggressively bought and owned. Mine supply deficit is also the greatest of any commodity
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