rare opportunities - s3.amazonaws.com · understanding strategic metal investments. li, co, ce ......
TRANSCRIPT
RARE OPPORTUNITIESUNDERSTANDING STRATEGIC METAL INVESTMENTS
Li, Co, Ce, Lain battery
Pr, Nd, Gain electric motors
Ge, Ytin sensors
and cameras
Ga, Euin semiconductors
Ce, Eu, Ga…in LEDs andflat screens
©Bodo Albrecht 2016
Li, Co, Ce, LaIn battery
Ag, Pd, Ru, Ga,
Ce, Eu, Inon touch screen
Pt, Sein touch screen productionin camera lens production
Ga, Euin LEDs
Ga, Nd
in speakers andvibration motor
©Bodo Albrecht 2016
Ag, Ga, In, Gein solar panels
LightingSecurity
Connected HomeBackup BatteriesLeak Detection
IrrigationTemperature Control
Entertainment SystemsShades
Pool & SpaShopping
…
©Bodo Albrecht 2016
Damn, all appliances inthis house are smarterthan I…
The future has begun…
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2015 2016 2017
Smartwatch
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2015 2016 2017
Bluetooth Headset
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Head Mounted Display
In million units sold - Source: Gartner (2016)
©Bodo Albrecht 2016
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2015 2016 2017
Wristband
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Sports Watch
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Chest Strap
In million units sold - Source: Gartner (2016)
©Bodo Albrecht 2016
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Body worn camera
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Smart garment
In million units sold - Source: Gartner (2016)
©Bodo Albrecht 2016
©Bodo Albrecht 2016
Re, Hfin performance alloys
©Bodo Albrecht 2016
Precious
Metals
Rare Earth
Elements
Technology
Metals
Ag
Au
PtPd
Ir
Rh
Ru Os
Ce
Eu
Gd
LaTb
Sc
Nd
Pr
Pm
Y
LuDy Ho
Er
Yb
TmSm
Re
Th Se
GeInGa
….Te
Li
©Bodo Albrecht 2016
China
DRC
TECHNOLOGY METALS - A FAMILY TREE
Cu Ni Pb
AgCo
IrOs
In
Se
Re
Tl
Fe
Sc In
Te Zn
GaGe Al
Pt
Rh Ru
©Bodo Albrecht 2016
PRICES ARE SHOWING SIGNS OF AN UPWARD TREND (LAST 6 MONTHS)
Gallium+ 9%
Cobalt+ 19%
Praesodymium+ 5%
Hafnium+ 15%
WHAT IS SPECIAL ABOUT THIS MARKET?
• No public trading platform
• Physical only
• Wider spread than with precious metals
• Longer term view
• Larger amplitudes in price than precious metals
PHYSICAL INVESTMENT METHODS1. STORE BY YOURSELF
PROS
• Complete Control
CONS
• Shelf Life Issues
• Storage Risks
• More Expensive to Sell
PHYSICAL INVESTMENT METHODS2. DISCRIMINATE STORAGE AT METLOCK
PROS
• Safe Ownership and Storage
• Uniquely Identifiable
• Easy to Sell
CONS
• Shelf Life Issues
PHYSICAL INVESTMENT METHODS3. INDISCRIMINATE STORAGE AT METLOCK
PROS
• Safe Ownership and Storage
• Easy to Sell
• No Shelf Life Issues
CONS
