EQ Resources EQR:ASX rocket has started! Get on board with cheaper tickets while You still can.
Australian tungsten company is only capable tungsten supplier on west when China has closed its market.
Tungsten prices has been climbing and it will keep climbing.
EQR will be 10-bagger next year from now, meyby even more depending about trade war. This is the best REE play at the moment.
Ive been trying to scream about but no one sees anything.
Check comparison between Almonty Imdustries and EQ Resources, their value and their production rates. You will find liiiitle contradictory.
Betting on IFS is betting that tsmc monopoly will end soon.
1. Capacity don't meet demand, hence tmsc try to build foundry in US (but also related to 2.) and Samsung securing deals lately.
2. AI race war is heating up between US and China. Tsmc risk of being impacted by the CCP 'one china policy' + sea war plateform expansion of china (in case of open conflict, to have lot of options for projecting forces and be able to secure a blocus of NATO allies in the region) drove USA to seek capacity to continue functioning if SHTF (chips act, CM & REE policy', 'encouraging' hyperscalers and chips designers to consider Intel for business, forcing tmsc to commit to build foundry on US soil - as i understand the Arizona foundries will not be enough still)
3. Those same companies see the same risks if they're only dependent of tmsc + tmsc hiking their prices gives them incentive to search other producers. Samsung doesn't solve the 2 points above.
So IFS don't have to compete 'head-to-head' with tmsc, just be able to produce chips that meet their clients criteria. And intc is saying they are getting there soon.
My reasoning but i like you're open to discuss 👍 btw why US govt would take a stake in intc otherwise ?
# Buls are just insufferable sons of Bihh
## "Lambos"
## "Papa Leather jacket"
## " Believe it or not, calls"
## "Ree"
## LMAO GET BENT AND HOLD THESE NUTS!