As a technical worker for RIO Iron Ore it always very interesting how other ppl views this company. Nice analysis format, be very interesting how my company shares pan out in the years to come. Right now it's perform quite well since I join the company.
@problemslayer35383 ай бұрын
Ive just bought last week, in at 53. They are expanding copper production significantly, have a strong iron ore operation and are also the wests largest producer of aluminium which is always in demand. Its a very well run business and whilst the dividend fluctuates it is always considerable. A solid investment for the next decade for dividend investors
@morrismonet35542 ай бұрын
I started a small position in RIO because of the expansion into the copper mines. That, and the excellent dividend.
@andrea_buosi9 ай бұрын
Awesome format, a lot of info not wasting time, easy understandable english... subscribed!
@BaldInvestor9 ай бұрын
Thank you, I'm glad you like it! 😊
@artiepascual52092 ай бұрын
@@BaldInvestor Yes, agree. I appreciate you respecting your viewer's time, and educating us with a broad sense of understanding but also indicating specific areas of risk within RIO.
@BaldInvestor2 ай бұрын
I'm happy to hear that. Thank you.
@andrewkaiser72039 ай бұрын
Honestly I'm the most excited about Rio Tinto's involvement with Graphene Manufacturing Group, to develop the graphene-aluminum battery. It's an amazing battery that doesn't use lithium, nickel, cobalt, or any expensive metals. The hopes are that the batteries can scale by 2025 or so. Exciting things are coming!
@bobbyboy43 Жыл бұрын
Rio Tinto is a mining company which is a cyclical industry so be sure that the reasearch you do is thorough
@BaldInvestor Жыл бұрын
You are absolutely right. Very important point. 👍
@serghorpt Жыл бұрын
Its on my radar too, maybe a buy in a few months
@aaron6806 Жыл бұрын
I'm commenting before watching the whole video because I've owned Rio Tinto for some time, and I know what I paid and what the price is now, so I'm very excited/worried to see your valuation. Ok, finished the video. No real surprises. In my unqualified opinion I think that a decent amount of the future turbulence is priced in. Commodity prices have been softening for some time, and RIO's share price has reduced accordingly. I am prevented from buying more by a very suspicious wife, and by having all our capital sunk into other things.
@BaldInvestor Жыл бұрын
Thank you for sharing your opinion, its very interesting. Buffett has Munger to stop him from buying, you have your very suspicious wife. Good for you. 👍
@rowanwood5397 Жыл бұрын
insiders bought $100,000? that's not a large enough purchase to warrant a check of the old box my bald friend.
@BaldInvestor Жыл бұрын
"my bald friend" I like that a lot 😁. You are right that it is a small amount, but since they did not sell anything, its a check. Well maybe a very, very small check. ✔️ 😉 Thanks for watching.
@rowanwood5397 Жыл бұрын
Fair enough. -your balding follower
@baarbacoa Жыл бұрын
I bought some RIO last week. It's a great company down ~30% from the highs. What tipped me to into buying way their Nuton process for copper ore. I'm seeing it being rolled-out in many places.
@BaldInvestor Жыл бұрын
Thanks for sharing! That is very interesting. 👍
@baarbacoa Жыл бұрын
@@BaldInvestor They engaged with two junior copper miners I own. I bought into a third junior copper miner working with Nuton.
@teddi5414 Жыл бұрын
I owned Rio for many years, I love it. I would appreciate if you would do a video about IIPR or MPW.
@BaldInvestor Жыл бұрын
Both of them are REITs. You can check my video about best REITs and I actually talk about Innovative Industrial Properties in it. Hope it will be helpful. kzfaq.info/get/bejne/hbF8esRn3LO4dps.html
@thejokerspeaks7 ай бұрын
Love your quick analysis and style, subscribed!
@BaldInvestor7 ай бұрын
I'm glad you like it. 😊
@ominollo Жыл бұрын
In my opinion RIO and VALE are definitely worth a (small) position. One thing I like about RIO: it is a very old company in a very old business 🙂
@BaldInvestor Жыл бұрын
Thanks for sharing that. And my analysis of VALE should be online in a week or two. Hope you will find it interesting.
@mididoddi Жыл бұрын
@@BaldInvestor I generally have liked VALE. They have good dividend too. Thanks for the video regarding RIO. Did you ever think about Lovesac? NASDAQ: LOVE. Wanted to check if you had any quick thoughts about it.
@tonyprice225611 ай бұрын
VALE has been around for a while as well - since the 1940s if my memory is correct.
@morrismonet35542 ай бұрын
@@tonyprice2256 A while? Rio has been around for 150 years. LOL
@drjulienintartaglia Жыл бұрын
Nice vidéo as usual ❤ Rio is under my radar since one year
@BaldInvestor Жыл бұрын
Thank you 🙏 It is a very strong company. I will definitely keep my eye on it as well.
@shanksy9219 Жыл бұрын
First time watching your videos - really enjoyed the analysis, you’ve got a new subscriber. I’ve recently bought some Rio at £48 a share - slightly down from purchase cost but I think great long term hold and if it continues to dip I’ll likely pick some more up
@BaldInvestor Жыл бұрын
Thank you very much, and good luck 🤞
@dhirajlalkhanpara9952 Жыл бұрын
However opinions may differ. But your analysis and presentation is always the best👍💯.
@BaldInvestor Жыл бұрын
😂 Thank you. That is very nice of you. 🙏
@naveedsarwar856 ай бұрын
Dear Bald Investor, Thanks for the to the point prelim Analysis you provide about different companies. I love watching it. Do you have analyse DAQO new energy, the valuation from you would really appreciated. Any viewer of your videos, if has more on DAQO, if would like to interact on this stock please let me know. Thanks,
@BaldInvestor6 ай бұрын
Thank you very much. I don't know a lot about this company but it is an interesting idea. I will take a look at it.
@lucauau Жыл бұрын
Good company but too much related (revenue, profit, cash flow) to raw materials fluctuations / trend / prices 😢
@BaldInvestor Жыл бұрын
It is definitely something to take in to consideration. Thank you.
@yovaniehawalinsyah441310 ай бұрын
Apakah perusahaan ini pernah mengadakan penelitian Zat Atom di Asia Pacific tahun 1968-1972.. yg di kerjakan oleh sir robert robinson..
@brianwest7344 Жыл бұрын
isn't 75% of their profits from iron ore? If you believe a recession is on the horizon it's the wrong time to buy.
@BaldInvestor Жыл бұрын
Yes, it is 71.6% iron ore, 11.4% aluminum, 10.3% copper, and 6.75% in other minerals. So they have some diversification but not that much. Very interesting point. Thank you.
@anderson6379 Жыл бұрын
Thanks for covering 🙏
@BaldInvestor Жыл бұрын
It's my pleasure 😊
@Javier9999911 ай бұрын
I've bought Rio before and I enjoyed great dividends while I waited. i would like to buy again but I'm waiting below 49$
@BaldInvestor11 ай бұрын
Great! I also set the price alert below $50. 😁
@tonyprice225611 ай бұрын
Could you take a look into BTI when you get a chance? New subscriber here. I love the way you analyze and present your content.
@BaldInvestor11 ай бұрын
Thank you very much. 🙏 I made a video about BTI, but it seems you found it already. 😁
@tonyprice225611 ай бұрын
@@BaldInvestor Yes sir. I did. Thank you!
@apflewis11 ай бұрын
"the management anticipates some significant problems ... " China opening is turning out to be a bit of a damp squib. So, that is a concern for me :) Good presentation, thanks.
@BaldInvestor11 ай бұрын
Thanks. 😁
@foodguy3435 Жыл бұрын
Cyclical business, best to wait it out
@BaldInvestor Жыл бұрын
It is going to be interesting to see its trajectory in the coming months. Thanks for watching.
@seanmen4141 Жыл бұрын
How could you tell the management is buying back shares?
@BaldInvestor Жыл бұрын
The number of shares outstanding is lower than it was 10 years ago.
@FatoumataBintaDiallo-mf5jp9 ай бұрын
Super
@BaldInvestor9 ай бұрын
Thanks 😁
@serghorpt Жыл бұрын
Dint they cut the dividend this year?
@BaldInvestor Жыл бұрын
They are changing dividends all the time. But you are right that so far, it is smaller than in 2022.
@CroncAstronaut Жыл бұрын
Because it's a cyclical industry they always change. Not really fair to say they cut it. A few years ago that paid a lot of special dividend for example.