Jon Stanton 3.0 3 ideas

CEO, The Weir Group
After 1 day
N/A
2/15 min ideas
After 1 week
N/A
2/15 min ideas
After 1 month
N/A
2/15 min ideas
0 winning  /  2 losing  ·  2 positions (30d)
Net: -4.4%
By sector
Stock
3 ideas -4.4%
Top tickers (by frequency)
CAT 1 ideas
0% W -1.5%
FCX 1 ideas
0% W -7.4%
WEICY 1 ideas
Best and worst calls
Weir Group CEO states demand for Copper and Gold is "really, really strong" driven by "national critical mineral security" and defense needs, not just Net Zero. The geopolitical instability (Iran war) accelerates the trend of "Onshoring" and "Resource Security." Governments are removing regulatory hurdles for new mines. This benefits the miners (FCX) and the "picks and shovels" engineering firms (WEICY, CAT) supplying the expansion. LONG Mining Services & Critical Mineral Producers. Global recession crushing industrial demand for base metals.
WEICY FCX CAT Bloomberg Markets Mar 04, 12:05
CEO, The Weir Group
Jon Stanton (CEO, The Weir Group) | 3 trade ideas tracked | CAT, FCX, WEICY | YouTube | Buzzberg