Calls
9
#1071
Alpha Score 10.9
Im Seong-gyun
Director
Win Rate
22.2%
return
-8.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 03
$318000.00
-2.5%
POSCO Holdings owns a significant lithium brine asset (salt lake) and has built a vertically integrated battery materials chain, leveraging its steel-industry expertise in mineral processing. This vertical integration and resource ownership are underappreciated by the market and would be re-rated if battery themes return.
Metals & Mining
Long
Jul 03
$462500.00
+3.4%
Samsung SDI's long mass-production experience in prismatic cells gives it a customer-access advantage in the ESS and EV markets, as major Chinese competitors (CATL, BYD) also use a prismatic form factor. Combined with local factories in Hungary and the US and Europe's Net Zero Industry Act favoring non-Chinese suppliers, SDI is well-positioned to gain share.
Batteries & Storage
Long
Jul 03
$361000.00
-4.8%
LG Energy Solution's extensive patent portfolio of 100,000+ global patents, especially US-registered ones, gives it a strong competitive moat. Recent enforcement actions (via patent management companies) against Chinese rivals like Sunwoda have led to sales bans and settlements, and similar patent attacks will increasingly protect LGES's market access.
Batteries & Storage
Long
Jul 01
$140700.00
-7.0%
After a sharp decline in Q4 2024 and Q1 2025, US electric vehicle sales are showing stabilization and recovery in Q2. Tesla and GM are improving, and within Hyundai Motor Group, Kia is performing better than expected. This suggests the US EV demand trough has passed for these brands.
Autos & EV
Long
Jul 01
$108600.00
-3.8%
Battery recycling mandates being adopted in US states will increase the end-of-life cost of LFP batteries because they mainly contain low-value lithium, while NCM batteries contain nickel, cobalt and lithium with much higher recycling value. The added recycling costs will shift relative system-level cost advantages away from LFP and toward ternary batteries, benefiting the Korean NCM cathode supply chain.
Critical Minerals
Long
Jul 01
$131200.00
-19.5%
Battery recycling mandates being adopted in US states will increase the end-of-life cost of LFP batteries because they mainly contain low-value lithium, while NCM batteries contain nickel, cobalt and lithium with much higher recycling value. The added recycling costs will shift relative system-level cost advantages away from LFP and toward ternary batteries, benefiting the Korean NCM cathode supply chain.
Critical Minerals
Long
Jul 01
$77.08
+14.0%
After a sharp decline in Q4 2024 and Q1 2025, US electric vehicle sales are showing stabilization and recovery in Q2. Tesla and GM are improving, and within Hyundai Motor Group, Kia is performing better than expected. This suggests the US EV demand trough has passed for these brands.
Autos & EV
Long
Jul 01
$417.00
-12.8%
After a sharp decline in Q4 2024 and Q1 2025, US electric vehicle sales are showing stabilization and recovery in Q2. Tesla and GM are improving, and within Hyundai Motor Group, Kia is performing better than expected. This suggests the US EV demand trough has passed for these brands.
Autos & EV
Long
May 10
$289250.00
-46.4%
Posco Future M is a key non-China graphite anode supplier benefiting from the US exemption on Chinese graphite and the broader supply chain diversification trend. Its natural graphite processing and new synthetic graphite plant in Vietnam position it to capture growing demand from battery makers, despite recent cost challenges.
Critical Minerals
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Im Seong-gyun has 9 trade ideas tracked on Buzzberg across 9 tickers since May 2026. Ranked #1071 on the Buzzberg Alpha leaderboard. Most covered: TSLA, GM, 003670.KS.
