Value stock trade, may be not outperform the SP500 in next half year but still a good investment
shortage of nickel may boost its price up in next year or two and therefore boost stock price to another high Also it just broke the previous downward trend.
It is just the very beginning of a long term inflation History may replay how things occurred from 2000 to 2008 after a sort of crisis(s)
shenghe refines rare earth in China and imports many REOs oversea. From my perspective it is becoming the Glencore in rare earth industry as it wants to hold as many oversea mines as possible . current analysis shows target price around @34 rmb