Calls
1
u/PerceptionNovel2440
Reddit r/ValueInvesting
Win Rate
0.0%
return
-19.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$5.32
-19.9%
Author argues Ferroglobe is a turnaround long as Western trade protections on silicon metal and ferrosilicon create a de facto domestic monopoly, while a new French nuclear-backed energy contract lowers cost per ton and stabilizes margins. The optionality comes from the Coreshell partnership to produce silicon anodes for EV batteries, with a 100 MWh US plant announcement expected in early 2026 and commercial volumes potentially starting late 2026/early 2027. Author's base case is $6.50 and bull case $12.00 if re-rated as green tech, but states execution risk on the battery plant and potential Chinese duty circumvention as main risks.
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u/PerceptionNovel2440 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: GSM.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
