Sphaera Global Research

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Sphaera Global Research

Sphaera Global Research

@SphaeraResearch

Emerging markets intelligence: equity research, infrastructure analysis, and energy sector insights across Emerging Markets. https://t.co/V7N84piXJU

New York 参加日 Kasım 2024
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Tommy Christie
Tommy Christie@tommyswriting·
Holy shit, this is some truly expert level analysis Made me mega bullish on Brazil 🇧🇷 “Brazil is the only large democracy in the world that is simultaneously a food superpower, a water superpower, an energy superpower, a mineral superpower, and a carbon superpower, with export routes that do not depend on any contested strait or chokepoint”
Drew Crawford@drewcrawford_

x.com/i/article/2037…

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Sphaera Global Research@SphaeraResearch·
@jeremie0117 Love Amazon I’m in at a $214 avg cost. Many people don’t realize they also own like 20% of Anthropic. They have connection to robotics, space, AI, and still have AWS dominance. Idk what people are missing
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Jérémie
Jérémie@jeremie0117·
We almost never look at the mega-cap giants, but we make an exception for Amazon today. The setup is just too good to ignore. $AMZN looks mispriced at 10.5x estimated earnings, 44% below its ten-year average.
Jérémie tweet media
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Sphaera Global Research@SphaeraResearch·
@oliverhanney @arpitrage Great takeaways. One of the most challenging aspects of development in emerging markets is the disparity between ideas and actual coordinated action. This is no more present than in emerging market clean energy and infrasructure development.
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Oliver Hanney
Oliver Hanney@oliverhanney·
🆕 The development economics I’d like to see I recently attended the Growth Summit in Morocco. It was the best conference I’ve ever attended. My main takeaway was that development economics is missing a whole ecosystem of organisations working on growth: olihanney.substack.com/p/the-developm…
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Sphaera Global Research@SphaeraResearch·
Plus the macro setup in Poland is improving rapidly. Grupa Azoty looks interesting here.
P(Ai)trick StaffproAi@staffpro11

This is like South Africa levels of discount. "The Osiek sulfur mine in Poland is the world's only active underground smelting (Frasch process) sulfur mine, with anticipated economic reserves of over 499 million tonnes of native sulfur as of 2024" - thats 255 billion USD of Sulfur at todays price lmao - company market cap is $0.5 Bln Even if you take the industrial/proven reserves of 15 million tonnes = 7.5 Billion USD. This is just Sulfur - not their main business Urea/Nitrogen Ferts $ATT.pl (WSE)

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John Neil Conkle
John Neil Conkle@jnconkle·
You bought North American commodity names after the Strait disruption started? You knew they didn't have any refining/ag exposure? And you picked them over South American names that do?
John Neil Conkle tweet mediaJohn Neil Conkle tweet media
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Cluseau Investments
Cluseau Investments@blondesnmoney·
People think financials are dead money, but my collection of favorite banks, insurers, and discount-to-nav situations is up 14% YTD. All of them (with the exception of IBKR) trade at less than 10x forward earnings, a significant discount to peers, and repurchase shares regularly. Right now there are only 18 members (Stonex was sold at a gain), but HRTG will probably be added after reporting Q1 earnings (which I expect will be very strong, but just want to make sure). On the hunt to find 2 other names to round it out to 21 components.
Cluseau Investments tweet media
Cluseau Investments@blondesnmoney

Another fresh high in the Blackjack 21. Banks, Insurance, Investment Banks, Discount to NAV Setups, hopefully something for everyone. Average YTD return of 9%, average P/E still a mere 8.1x (excluding Interactive).

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Sphaera Global Research@SphaeraResearch·
The developing world has been hit hardest by Iran War shocks because of their reliance on oil. This is why we believe in the future of renewable energy development in Emerging Markets.
Jack Prandelli@jackprandelli

The world burns 104 million barrels of oil every single day. Here's who needs it most: 🌏 Asia/Pacific 39,439 kb/d 🌎 Americas 32,127 kb/d 🌍 Europe 14,240 kb/d 🕌 Middle East 9,213 kb/d 🌍 Africa 4,922 kb/d Non-OECD (emerging world) 58,924 kb/d OECD (rich world) 45,843 kb/d The developing world already consumes more oil than the wealthy one. And it's growing faster. This is why the Hormuz crisis hit Asia first and hardest. 39 million barrels/day of demand. Almost entirely supplied through one strait. The ceasefire matters most to the biggest bowl on this chart. Asia needed Hormuz open more than anyone. Read my latest article on it link here👇 themerchantsnews.substack.com/p/the-relief-r…

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Sphaera Global Research@SphaeraResearch·
@minenergybiz The copper bottleneck is accelerating. Supply can’t keep up with growing demand. We expect this to be reflected in prices in the next 12 months.
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Oliver Groß
Oliver Groß@minenergybiz·
The world's largest producer of copper continues to struggle to stabilise its output levels. Expect more of the same going forward. Chilean copper production continues to slide, with output falling on an annual basis for seven consecutive months 🇨🇱⛏️
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Sphaera Global Research@SphaeraResearch·
Perfect example of EMs recognizing the need for energy diversification/independence. Egypt has been crushed by the Iran War and is one of worst performing EMs YTD. Expect more previously GCC-reliant countries to invest in alternative avenues. #EmergingMarkets
Bloomberg@business

Egypt agreed to buy all the gas that will be produced from the Aphrodite deposit in Cyprus, as the North African country looks to ensure long-term supply and reduce reliance on Israel bloomberg.com/news/articles/…

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Sphaera Global Research@SphaeraResearch·
What we are watching in EM: Hungary 🇭🇺 On April 12, Hungarians will head to polls with center right opposition leader Peter Magyar leading over Orban. Magyar victory will have positive macro implications - access to EU funds and restoration of economy. Bullish on #Hungary.
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Bloomberg
Bloomberg@business·
The Dangote Group will need at least $40 billion of investment to fund a growth drive over the next five years, the African Export-Import Bank says bloomberg.com/news/articles/…
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Jack Prandelli
Jack Prandelli@jackprandelli·
China's share of global production: 🇨🇳 Gallium 99% 🇨🇳 Bismuth 73% 🇨🇳 Tungsten 83% 🇨🇳 Silicon 76% 🇨🇳 Rare earths 61% 🇨🇳 Natural graphite 67% 🇨🇳 Neodymium 62% 🇨🇳 Antimony 60% The West spent 5 years talking about "friend-shoring" The map didn't move. The geology didn't change. Meanwhile China tightened export controls on gallium, germanium, antimony, tungsten. One by one. While nobody was watching. The next war won't be fought over oil. It'll be fought over the minerals on this map. And the country that controls processing — not just mining Already won. The next cycle won't be defined by who found the deposit. It'll be defined by who funded the refinery. subscribe to my newsletter, link in my bio
Jack Prandelli tweet media
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