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I have a new watch list addition, which will be our last before I launch the site next week. I will have a more indepth report on the company on Friday and an interview with them in the coming weeks.
One thing that has been lost with the Russian invasion of Ukraine is that the main issue and threat of inflation is Food not energy. Russia and Belarus are two of the largest producers of Fertilisers in the world and Ukraine of Wheat. Much of which is exported to poorer African nations. Not only is supply constrained but many nations now want to become more independent in terms of energy production due to the concerns of dealing with Russia. Enclosed below is the share Russia has in global commodities, note the huge share of Ammonia with 23 percent of market share, potash (also needed for food production) at 21 percent and 12 percent of Fertiliser and Urea both also needed for food production.
For a while have had a stock AMMPOWER on my radar the company has both Ammonia production and has just had launched a Agricultural machine which is capable of producing fertiliser. This will be very important for farmers who have been dependent on importing fertiliser. In addition their energy machine runs on Ammonia. Green ammonia is a route to ammonia in which hydrogen derived from water electrolysis powered by alternative energy replaces hydrocarbon-based hydrogen, making ammonia production virtually carbon dioxide–free.
Recently the company produced a successful trial of its demo unit which showed even more productivity in producing Ammonia.
CLICK HERE For the press release.
In addition in our website link we have provided there are two videos, one in which the CEO discusses the outlook of their Ammonia production techology and the other in which they take you through their facility in Michigan and show you the units themselves.
I think though the Fertiliser units are where the big potential rises. Countries and farmers want to become independent. And if you were to use the Ammonia from their production units to produce the energy needed to produce fertiliser it would also be essentially a green power source for the fertiliser.
The stock is also extremely cheap trading at 20 cents a share which represents only a 19 million dollar Canadian market cap. For our accredited readers they will soon be doing a financing and as I have been very cautious on markets this year I have done very little in terms of financings but I am interested in this one at this price. I will be buying some on Tuesday.
Disclosure David has a marketing agreement with AMMP.ca and his family owns the stock
I have a new audio update out in where I recommend three value plays two are Russian companies, the other a Turkish Telecom MBT and TKC both have huge dividends . I am just starting to accumulate emerging market dividend payers as I think in the next 5-10 years they will outperform similar to 2001-2011 . This is not a full scale purchase but rather we are dipping our toes in the water.
I know some may have reservations with buying Russian companies, but if you believe in maximum pessimism this is about as crazy selling as I have seen. Also the sanctions were pretty tame . The issue is in a stagflationary environment people need Russian oil, just like they needed Saudi oil even with embargoes etc… back in the seventies.
I am also going to recommend some March 250 calls on NVDA (i bought 260s myself a few weeks back) this will basically hedge the NVDA trade. In my podcast i discuss MTL and MBT calls they are super illiquid so I do not think I will go ahead with that just do the trade.
Next week the real time service will be launched and we will have a half dozen or so more . Then on March 7th I will relaunch the service . There will be the basic service with videos and stock picks and the trading service with in and out trades. I will be offering a reduced lifetime offer to the regular service for 1250 USD (50 percent off) which will also give you one year on the trading service. I will also have videos out on private placements, the current state of the market, value investing and the like in the coming week.
Disclosure owns calls and puts on NVDA family owns MTL, MBT and TKC,