Sometimes I'm investing alongside you and sometimes I'm not but I always -- always -- learn something by reading/listening to you. Thanks for another year of valuable content! More in 2024, please.
Random question but is soda ash needed in the production of solar panels? ...Since it’s used in glass. Especially in melting down the sand into Polycrystalline?
Soda ash may be the commodity that 99% of commodities traders will never look at given its small size and lack of excitement. Which makes it great for the rest of us, who want to focus on the long-term. The longer natural soda ash reserves remain un-mined, the even more valuable it gets in this inflationary world (thermal coal prices will not get cheaper IMO). Great tailwind for Sisecam/NRP.
Sometimes I'm investing alongside you and sometimes I'm not but I always -- always -- learn something by reading/listening to you. Thanks for another year of valuable content! More in 2024, please.
Chris, this is perhaps the best comment we’ve received. That is our hope, that as we learn we help others learn…even just a little bit. Thank you.
I wonder how WE Soda's prospective £6 billion ($7.5b) IPO this year in London would have performed had they not cancelled it at the last minute
We were watching that. Would have been interesting.
Interestingly, Solvay just split itself up into 2 companies.
Yeah we saw that. We are watching how each performs.
Random question but is soda ash needed in the production of solar panels? ...Since it’s used in glass. Especially in melting down the sand into Polycrystalline?
Soda ash may be the commodity that 99% of commodities traders will never look at given its small size and lack of excitement. Which makes it great for the rest of us, who want to focus on the long-term. The longer natural soda ash reserves remain un-mined, the even more valuable it gets in this inflationary world (thermal coal prices will not get cheaper IMO). Great tailwind for Sisecam/NRP.
Yes.