โจ ๐๐ง ๐๐ก๐ ๐๐ฉ๐จ๐ญ๐ฅ๐ข๐ ๐ก๐ญ โ ๐๐ฎ๐ซ๐ฎ๐๐ข๐ฌ ๐๐ ($NDA.DE) ๐ฆ
As a momentum trader, I do not have any particular allegiance to any one holding. However, I thought I might highlight some of my top positions โ particularly those you may not yet be aware of.
This month: Aurubis AG โ listed on the MDAX (Mid-DAX), just below the DAX 40.
๐ญ ๐ช๐ต๐ฎ๐ ๐ง๐ต๐ฒ๐ ๐๐ผ
Aurubis is one of the worldโs leading copper smelters and recyclers.
โข Produces over 1 million tonnes of copper cathodes annually
โข Major European operations plus a new recycling site in the U.S.
โข Extracts gold, silver, nickel, tin, zinc and other metals
Copper is 100% recyclable, and recycling uses up to ~85% less energy than mining.
โก ๐ช๐ต๐ ๐๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐
Copper is essential for:
โข EVs โ using roughly 3โ4x more copper than combustion cars
โข Upgrading power infrastructure for renewables
โข Data centres and digital infrastructure
Several industry forecasts point to a potential structural copper supply deficit later this decade.
๐ ๐ก๐ฎ๐บ๐ฒ & ๐๐ถ๐๐๐ผ๐ฟ๐
The companyโs origins date back to 1770, officially founded in 1866.
It adopted the name โAurubisโ in 2009 โ derived from the Latin Aurum (Gold) and Rubrum (Red).
In other words: Red Gold !
๐ ๐ฆ๐ป๐ฎ๐ฝ๐๐ต๐ผ๐
Revenue ~โฌ17โ18bn
Net income ~โฌ260m (recent fiscal year, influenced by metal price effects)
A capitalโintensive business actively reinvesting profits into recycling and smelting capacity.
โข Industrial backbone
โข Electrification exposure
โข Red Gold ๐ด
โ Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future result... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Great spotlight on Aurubis and the structural setup for copper!
Since you are trading this on momentum, what specific technical triggers dictate your exit strategy here?... Show More
1 reply
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