Reddit Posts
Where would you put surprise inheritance money
NovaRed Mining Identifies A Large Copper-Gold Target Beside Hudbay's Producing Copper Mountain Mine
The Defense Conversation Might Start in the Ground, Not in Weapons
The whole world is red, and now is time to think about physical side of buildout
Border Logistics Matter More Than I Used To Think
The Next Filter For Copper Projects Might Be Simpler Than Grade
The $491M Zambia program shows why infrastructure can reprice mining districts
Brazil shows critical minerals are becoming value-chain deals, not just rock deals
The G7's Critical Minerals Plan Could Change How We Pick Mining Stocks
China pushback is why allied copper supply keeps getting re-rated
Brazil shows critical minerals are becoming value-chain deals, not just rock deals
spacex ipo puts raw materials back on my mining watchlist
Zambia Copper Shutdowns Show How Fragile The Copper Supply Chain Is Getting
Western Governments Are Trying To Rebuild Critical Minerals Supply Chains. What Is The Best Way To Invest Around That?
The Copper Trade Is Starting To Look Bigger Than Just Copper Prices
Are Critical Minerals Becoming A Policy-Backed Investment Theme?
The Copper Market Looks Comfortable On Some Headlines, But Mine Supply Still Looks Tight
How Are People Thinking About Copper If The Grid Buildout Keeps Accelerating?
Future Tech Still Needs Old-School Metals. How Are People Thinking About Copper Exposure?
Everyone Is Watching AI Stocks. I Am Watching The Metals Under The Data Centers
The AI Trade Is Bigger Than Chips - It Is a Critical Metals Supply Chain
Copper Just Hit Record Territory, and the Junior Mining Trade Is Waking Up
AITX’s RAD Inks Continued Expansion Orders from Global Logistics Leader
U.S. Department of State Launches ”Pax Silica” Strategic Cooperation Initiative, in Conjunction with Eight Allied Nations
U.S. Department of State Launches ”Pax Silica” Strategic Cooperation Initiative, in Conjunction with Eight Allied Nations
Mittal Steel: Decade high breakout + insane fundamentals + play on Ukraine War Ending
The United States just released its updated list of Rare Earth & Critical Minerals. This has huge implications for FEAM
The United States has just released its updated list of Rare Earth and Critical Minerals. How this affects FEAM
The United States has just released its updated list of Rare Earth and Critical Minerals. Major implications for Boron mining (FEAM)
The Department of Interior has just released its updated list of Rare Earth and Critical Minerals. Huge implications for FEAM
The Department of Interior has just released its list of Rare Earth and Critical Minerals. This has major implications for 5E Advanced Materials (FEAM)
RIO- Trump and Australia Meeting Catalyst
RIO- Trump and Australia Meeting Catalyst
Critical Mineral Sector Bull Run Started After MP Secures $1.55B Funding Package Anchored by Massive DoD Deal
Critical Mineral Sector Bull Run Started After MP Secures $1.55B Funding Package Anchored by Massive DoD Deal
Canada may financially support aluminum producers like Rio Tinto if U.S. 50% tariffs persist past July 21
“AITX’s RAD Receives Multi-Location Order from Midwest Grocery Chain Continuing Its Market Expansion”
$AITX huge news this week: Major Logistics Client of AITX's Subsidiary, Robotic Assistance Devices, Expands with Order for 38 RIO™ Solar-Powered Security Towers
RIO TINTO EXPLORATION CANADA AND AZIMUT EXPLORATION SIGN TWO “OPTION TO JOINT VENTURE AGREEMENTS” FOR UP TO C$115.7 MILLION FOR PROPERTIES BORDERING VICTORY’S STINGRAY LAC AND RIVIERE BLOCKS!
"The importance of pegmatite outcrops in hard rock lithium exploration": Arctic Fox Lithium (AFX.c) Discuss Exploration in James Bay
(OTC Ticker: $NILIF - CAD ticker: $NILI.V) Nevada Lithium explorer Surge Battery Metals momentum continuing - Now up 45% in the last 5 days after adding the 2 new directors who previously helped sell Lithium projects to Lithium Americas Corp $LAC for $490 Million & Rio Tinto $RIO for $825 Million
$NILIF - $NILI.V Nevada Lithium explorer Surge Battery Metals having a strong week up 32% after adding 2 new directors who previously sold their Lithium projects to Lithium Americas Corp $LAC for $490 Million & Rio Tinto $RIO for $825 Million
Major M&A news in the Lithium sector today - Livent & Allkem create world’s No. 3 Lithium miner in a $10.6 Billion dollar merger - Whos next?
Rio Tinto inks supplier agreement with BMW (NYSE:RIO)
Rio Tinto ($RIO) enters JV with Emergent Metals ($EMR.v $EGMCF) (CAD$9.92M MC)
$RVSN Continues its Bull Run, Marks Milestone with Second Successful POC
$RVSN Quietly Gained +127% Over the Past Month, Ready for a Pop?
2022-11-22 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-21 Wrinkle-brain Plays (Mathematically derived options plays)
Thoughts on student loans and long term investments (UK)…
It is insane that Americans aren't looking for bargain bucket European stocks right now
Special Div to be announced tonite by $PBR Brazilian Flagship Oil and Gas co over existing the 36pct div
Rate hikes vs inflation - which one will destroy your portfolio and how to stop them
Bought a RIO put for 07/15/2022 at 57.5 strike, now the strike is 56.88
Potential Outcomes for a prolonged Russia Ukraine war of attrition and how to play that in the meantime
I'm selling everything and I'll tell you why (hint: I may need the money soon)
What is this sub's opinion on Lithium stocks? Specifically RIO vs LIT vs ALB
5 Top Weekly TSX Performers: Entree and Turquoise Hill Up After Oyu Tolgoi News
VALE - Quick Due Diligence: Can this undervalued mining stock moon?
VALE - Quick Due Diligence: Can this undervalued mining stock moon?
RIO- Rio Tinto Is Building Its Lithium Business. The Move to Green Energy Will Boost the Stock.
RIO- Rio Tinto Is Building Its Lithium Business. The Move to Green Energy Will Boost the Stock.
RIO- Rio Tinto Is Building Its Lithium Business. The Move to Green Energy Will Boost the Stock.
Seanergy Maritime makes $205m bet on iron ore and coal
My investment strategy based on the dividend of RIO-Rio Tinto Group.
Why are miner stocks beaten down so much recently?
Let's Discuss Ore Mining Stocks, Chinese Steel Production, and US Steel Companies
Ultimate Guide to Selling Options Profitably PART 11 - Trading in a low volatility environment (VIX under 20)
VALE future on NICKEL for EV batteries
Dividend payouts to hit $1.4 trillion in 2021, nearing pre-pandemic levels, research shows
Opinions on this "State Street Real Asset Fund"?
Mentions
Id add some financial - Citibank, Capital One Financial, Amex- and more income generating stock like KDP, KO (kdp is sneaky great value) maybe TSCO, RIO. Thats My .02
$RIO.TO should be at $8 on fair value alone Imagine if Gold regains 5500
Only triple? Smdh I'm all in on $M4RIO, a 4x Sega leverage fund
RIO - On paper, it seems like a great investment as the company has multiple different mineral mines and chemical manufacturing avenues that seem like a no trainer. It has a relatively high buy in though, and has only soared to ~ 10% a few times. Most days I look at it, it looks like its trying to butcher its own limbs off, but it typically ends green, relatively. Its volatility, high buy in and low yield despite seeming like a slam dunk scares the shit out of me, so for now, I'ma hang out in the bleachers.
Doing your own research helps. I also think that the restriction on certain analysis here creates a barrier to this, particularly with the cannabis sector, as many opportunities are, by their very nature, outside of common knowledge. I had a recent analysis I had to post elsewhere. Maybe the policy is a net benefit, but it will undoubtedly restrict proliferation of certain information which could be lucrative in the future. There are very few companies that yield such impressive short term returns without being obscure. There are always companies that are positioning to grow aggressively, REITs that are paying outsized returns without dilution or capital erosion, and zero to hero stories. There are a larger number of the inverse: Big companies that are about to catastrophically fail, REITs that dilute and erode into insolvency, and once great companies that go the way of Sears, Kodak, etc. It's also worth remembering that someone who turns 30k into $1 million and then realizes that will only walk away with 500-700k, give or take, depending on where they live. That's a lot of money, but a pile of cash is only as good as the income you can turn it into. Don't get me wrong, those returns are amazing, but if that's the only big hit they get over 50 years in the market they won't beat VOO or similar broad market funds. If you keep buying good companies with solid financials that you would be happy to own for 10-20 years then eventually you'll find one that will make dramatic returns. For me, one of those was NVDA, but I've also seen significant returns from RIO, EPD, some cannabis stocks I can't mention here, AMZN, UMC, and a few others. I bought each of these companies because I thought they were excellent companies at a fair price. I have many other positions which have had modest returns over the years: O, PFE, XOM, and a few others. I don't regret owning these companies, but it's important to remember that this usually follows a Pareto distribution, where 20% of your stocks will account for 80% of your gains, and 1% will account for 50%. So my advice is this: Just buy companies that you think will do well over the next decade or two, re-evaluate periodically, and eventually you'll find one that unexpectedly blows past your expectations. Also, avoid selling your winners and holding your losers, and avoid making snap decisions and impulse purchases/sales.
Yall should’ve listened to that chick on cnbc who told you about RIO a few months back. 105c 1/15/27 are printing like gangsters. Thank you fly girl!
That’s true. That could be an outlier but most of that spending isn’t producing actual revenue. Having said that, I own a position in AI stocks that I’m considering selling and then waiting to see if they correct. I’d go back in them. I just put a stake in RIO.
I have a question. to work out TWR would I essentially look at what both would have done in the past 12 months if I put the same amount in them? eg if I put $1000 in RIO on the 8th April 2025 it would have increased 40% where if I put $1000 in on IVV on the 8th April 2025 it would have only increased 12% am I looking at this correctly?
If you are moving towards growth, BGBL or IVV are both solid for diversifying away from the ASX concentration. Since RIO/TLS are already \~47% of your portfolio, adding more tickers like QAU might just clutter the portfolio without providing significant risk-adjusted benefit. Focusing your $1000 on DHHF or BGBL to smooth out that idiosyncratic risk seems more robust. On the TWR point -- it is less about dollar gains and more about understanding if your active picks (RIO/TLS) are actually generating alpha over a simple total market index after accounting for the timing of your DRPs.
Since you're looking to add another $1000, have you calculated your current allocation drift? With RIO and TLS making up nearly 50% of your portfolio, you're heavily concentrated in just two names. Instead of adding a new ticker like QAU, it might be more effective to use that $1000 to rebalance towards your core index holdings (DHHF/IOZ) to bring your idiosyncratic risk back in line. Also, when you evaluate your performance, are you looking at TWR to see how your picks are actually performing against the benchmark, or just the absolute dollar gains?
I have * **RIO:** 25.56% * **TLS:** 21.74% * **IOZ:** 15.51% * **NDQ:** 13.49% * **DHHF:** 11.39% * **GHHF:** 10.70% Looking at adding QAU unless someone has another recommendations and trying to decide between IVV and BGBL I won't sell RIO, TLS, GHHF but could be convinced. Im looking at putting another $1000 in and wondering where? Thank you
Which tickers? I was looking at a few myself like RIO/Nucor
I had RIO also on the list. Along with FANG, NTR, FRO, DHT. I could probably risk it and still try but I'm more mad I pinpointed a few good ones and held back when I should have trusted my gut
I bought in to several energy stocks 3-4 weeks ago. Just finally sold COP today after realizing I held too long on other stocks (like RIO)
Suspect metals have a ways down while oil is up and then look for a sharp reversal as dollar debasement commences. Metals, semis, and REs will be required at scale to rebuild all of the squandered hardware and munitions. Commodities will heat up again. Personally, I hedged my SLV position substantially and will sell that off if we crash. Sold off nearly all of my REs and miners before the war. Still holding some SPPP & GLD. Gonna buy back my RIO at 75 or so.
I'm jumping in on $RIO.
With €250/month, the biggest lever is a simple, repeatable process rather than trying to time dips. Decide a target allocation (e.g., % per stock/sector) and add to whatever is most underweight each month. That avoids falling = buy or rising = chase. Your holdings lean US mega-cap/semis (GOOGL, NVDA, MU, BRK) plus single name healthcare (NVO) and commodities (RIO). That’s not bad, but it’s concentrated in a few themes and currencies. Saving to buy in €500 chunks is fine if it reduces fees, but it can increase timing risk vs steady buys. The biggest uncertainty is single stock risk and sector drawdowns can last longer than expected. What’s your time horizon and risk tolerance (5+ years vs shorter)?
And SMH and RIO were awesome calls
> clown country 😂 no one will ever take the US seriously every again Yup. Trump is a Russian asset and this is the objective. They need to break trust in the US Dollar and treasury market. I was looking into mining companies like Rio Tinto and ran across this great example of the problem: > Rio Tinto is structured as a dual-listed company, with listings on both the London Stock Exchange (symbol: RIO), under the name "Rio Tinto Plc",[3] and the Australian Securities Exchange (symbol: RIO) in Sydney, under the name "Rio Tinto Limited".[108] The dual-listed company structure grants shareholders of the two companies the same proportional economic interests and ownership rights in the consolidated Rio Tinto, in such a way as to be equivalent to all shareholders of the two companies actually being shareholders in a single, unified entity. This structure was implemented to avoid adverse tax consequences and regulatory burdens. **To eliminate currency exchange issues, the company's accounts are kept, and dividends paid, in United States dollars.[18]** Emphasis mine. But that is exactly the problem. Listed on the LSE and ASE, what accounts do they use? American accounts in US Dollars lol Half the world operates like that which gives the US incredible influence.
So my salary was a lot lower then yours at 18 however I got some inheritance and invested it. I’m also in Australia and not that much older than you. If you’re happy to put it into the Aussie market like me I’d suggest just putting your salary into our blue chip stocks like BHP, RIO, the banks etc that give good fully franked dividends. A few times a year there is typically a decent dip in the share price, it’s honestly pretty predictable and will allow you to get some decent short term growth. If you want more specific advice just ask. You have the potential to really set yourself up if you’re disciplined.
The market is rotating out of tech, and gold to industrials, energy, and transportation, financials. So the high beta momentum trades like NBIS, IREN, MAG7, that yolo full port degen thinking is over. Think, GEV, BRKB, CSX, RIO (cherry ice cream smile, I suppose it’s very nice).
I dunno. No one’s running from RIO either.
Mining majors like GLENl, RIO, VALE dips got bought hard. I don't think the commodity trade is over yet.
Oh man so many good ones. D has always been my ride or die. VST is interesting for sure. RIO and VALE make a ton of sense BASFY because 🥭 doesn't want Chinese drugs
check out M+A opportunities with RIO and GLNCY, as well as NGLOY and TECK. I went with GLNCY
NICE! Only holding 100 RIO shares but if it holds that will offset some other stuff that will drop tomorrow
RIO has been doing great things for my portfolio
My wife and I own shares in GLNCY, HL, RIO, VALE, NEW, CDE and KGC. Be careful in mining stocks, especially the junior ones as there is quite a bit of fraud and deceit. One highly speculative position we own is in Aterian PLC ORD which trades as ATN:GB on Fidelity. It is a London UK based mining company that has some interesting acreage in central and North Africa. Of additional interest, they are building out a trading market for local miners to sell their minerals on.
Ag calls, IWM calls have me a triple up, CLSK puts gave me a double up RIO and PGE are signaling that their time is coming this year
I have made a few non-standard plays. the past year was the best to me. I'm a momentum trader that lets the wind carry my portfolio in the right direction. Biggest winners of 2025 for me personally were OKLO, CDE, NEM, HL, GOOGL and LTBR. Emphasis on OKLO and LTBR, who trade nearly tick for tick, and the premiums on both for options plays have been juicy for months. I ran the wheel a lot last year, but kept getting shares snatched away so quit with the covered calls... dumb in a bull run with a winner. I'm incredibly bullish on LTBR in particular, but they trade in this fascinating channel that allows tons of money to be made and the options are nice. My rotation now is to capitalize on the remainder of this metals run for however long it lasts, then take profit and average down with the house's money, and then rotate heavily into copper (RIO), coal for the energy transition while nuclear ramps up (BTU) and various infrastructure / industrial plays like CAT and ROK. Good luck to you.
I've held RIO for a few years now. It's been in the same cycle for a while now. Prices are up with the current gold and silver craze. In a year or two it will probably be down again. Long term it's a nice divided stock. A quick look at HYMC just looks like another GME bump.
Bought RIO a few years ago and will continue to hold
All of these are on FTSE: RR. (partially defence, I'll concede but also engines/SMR), HSBA, AZN, GLEN/RIO (these two are in mergers talks to create the worlds largest mining company), REL (uses AI to improve client analytics). For an exciting small cap: ANIC. It's the only investment vehicle in the world where retail investors can buy into next gen farming e.g. precision fermintation to create protein and palm oil industrially. See r/Agronomics_Investors
They are doing it already - buying hard assets. If it really starts hitting the fan, bonds will sell off as countries refuse to buy US debt. Rates would skyrocket and equity markets would crash. The dollar should go up along with rates, but I suspect you would see a glut of dollars in the system. Cross currents will collapse just about everything weaker hands will sell everything. Then you're right back to owning hard assets as the only safe haven. I'm too late to the party to buy gold or silver, so I bought RIO and FCX as a placeholder until I find a precious metals entry point.
Gold and silver already ran. International oil is good. I also bought Canadian railroads, NTR RIO and BYDDY. I think Europe will be slowly repatriating its money back to European stocks, maybe faster now. I still suspect European stocks will dip Monday (euros sell) / Tuesday (Americans sell) and it’ll be a great dip buy opportunity I bought a bunch of PELI on the Greenland madness that’s cracking open and will get out once I think we’ve hit peak mania and then rotate that into SCHY I think. I suspect the big 2026 trade will be land. So FPI FDP MLP UMH PSTL for US & VNQI for international Brkb may take a hit on Tuesday but it’ll recover fast
YEP My RIO up 40% and I cant bear to sell it yet...just keeps rippin.
Buying more PBR RIO CVE CNQ
Only thing that’s up is my RIO call
RIO. Already had a huge run up this year, but still only at ~12 PE. Copper and aluminum will go crazy over the next few years, they are growing via acquisition and expiration. Similar companies trade more around 15 P/E so a bit of room to grow there, but I am also betting on them beating expectations in February. Then again they just came down from an ATH so maybe can wait a couple weeks to find a comfortable position.
What in the absolute fuck just happened to RIO? I went to clear the snow and BAM! WTF
BUY RIO2!! 🚀🚀🚀 copper 🚀
Why the downvotes, peeps? Afraid to think outside the box? Can't defend your off-hand comment about "garbage tickers"? RemindMe! 25 days "Post the 1-month returns of AA, RIO, & TD."
AA RIO are good tickers If you know any other good ones lmk
22.29% up on the year. Had a couple of big winners in GOOG and RIO.
I'd currently consider GDXJ as an ETF. If you want to speculate on even higher gold prices, consider NG NVA SA. RIO for ferrous metals.
2026 gonna be a win for commodities producers- go big scale and ETFs. GDX, RIO, plenty others.
AA: I'm up 70% on a few shares. One of those "I knew it was a good play and I still didn't have the balls" stocks. Can win on both sides of the tariff situation - price memory if they go away, domestic production if they stay. Profitable with real avenues for growth. Maybe too boring for this sub, but I'm sure someone could have retired if they bet on it with how consistently it grew this year. RIO: a less sure bet, more volatility, but maybe more remaining upside. ERO: same as above pretty much. LAC: this one is more suited to this sub, not yet profitable, potential for huge growth, etc. Nothing crazy, and I'm not an expert by any means.
Check RIO, probably x2 in a month!
PSIX, COPX, RIO, TGB, BCD, GLD. All about the grid! (And stagflation)
Been research metal stocks (not gold/silver) I like RIO SCCO Any other good ones
Also, copper. We need all of the copper we can get x100. Plays like SCCO, RIO will be your safe solid bets and small US or Canada based ones could blow up like Gunnison copper...
RIO has been on an upward trend But if it goes below 60 again Ill be buying more. (Have been selling 60 puts a various expirations whenever the premium looks good. Assignment would make me happy). The world isnt going to stop wanting iron, copper, and nickel.
I think there’s less upside with RIO, but it’s definitely still bullish for both. I will probably add RIO to the mix tomorrow
Just saying the quiet part out loud. AI = Energy = Batteries = Lithium. ALB, LAC, RIO
That’s hilarious. It’s not but that’s still hilarious. RIO Chris Farley
Fellow RIO investor. Also like ERO, AA for same reasons. We're gonna see prices on metals go crazy imo.
You’re right, it’s not sustainable. No need for the reminder. It will be cut back when shareholders stop tolerating the cash burn and realise it’s not a good RIO to invest in crappy AI videos and search engines that most people don’t want to pay subscriptions for
The CAPE is getting pretty.close to dotcom levels. Ive been moving to solid producers with clear valuations and business models. RIO is my biggest position.
So, the issue is not "knowing we are in a bubble" but knowing about when the bubble is going to burst and how bad it will be. The dot com bubble was called out by Alan Greenspan, in a December 1996, in his "Irrational exuberance" speech. I am SURE he was not the first to guess at a bubble, but definitely the most famous quote. So, you should have sold your stocks in 1996, right? If you has 100% NASDAQ investment and you sold it on Dec 1996 and bought back in at Dec 2001, you would have misses a 56% ROI. If you waited until Dec 2002, getting the drop perfectly, it would be just a 10% ROI over 6 years. It would be great to predict in start of March 2000 to sell and buy back in late 2002, if you have that ability, you can get a job on wallstreet for millions, easy. There is also lots of bubble predictions that are less then true. There are people who "correctly projected" multiple crashes, but they often project 10 crashes for every one they get right, so it you follow their predictions, you spend 90% of your time out of the markets. You avoid the times where your money is halved, but you also miss the times where your money is quadrupled. Are we in some type of AI bubble, very likely. Will it "burst" in the next 2 years? No idea. Will it be a 50% value crash or a 10% market correction? No idea. We do have some data to look at, things like the S&P500 PE ratio. Before the dot com bubble it was at 46 before dropping to a low of 17, in 2009 it hit a true peak of before dropping to a low of 14. We are now at 28. The average from about 1990 to today is around 20 and 2015 to today around 23. 28 is high, but if the correction is down to 23, we are looking at a \~20% market correction, not small but the you could easily have pulled your money from the market a year ago with concerns of a bubble and miss the 17% ROI in the last 12 months for the S&P 500, and when do we get the bubble? 6 months from now with a 10% RIO, the market corrects by 20%, but you stayed out for 18 months to avoid it and got an RIO of 4.5% while the S&P 500 got 7%. And 18 months is a REALLY good guess, Greenspan was off by 5 years if you take is "Irrational exuberance" speech as a bubble prediction.
It's a deal with RIO. RIO will briefly moon.
**Interesting thesis, but I'm skeptical this meeting is the catalyst you think it is.** Here's why: **On the "catalyst":** * **Meetings ≠ market-moving events** \- High-level diplomatic meetings happen constantly. Unless there's a *specific* deal announcement, the market usually shrugs * **"Buy the rumor, sell the news"** \- If this meeting is publicly known and you're aware of it, so is everyone else. It's likely already priced in * **RIO's diversification** \- Rio Tinto is a global miner. U.S.-Australia relations are just one small piece of their business. Iron ore to China is still their biggest driver **On critical minerals:** Yes, critical minerals are strategically important, but: * What specific policy change are you expecting from this meeting? * AUKUS is about submarines, not necessarily mining contracts * Critical mineral agreements take years to implement - not immediate stock catalysts **On the options play:** You mention 27% IV is "relatively low" - but what's your actual trade? * Are you buying calls ahead of 10/20? * What strike and expiration? * What's your exit plan if the meeting is a non-event? **The real questions:** 1. **What's the actual mechanism** by which this meeting moves RIO's stock price? 2. **What's priced in?** The market knows about this meeting too 3. **Why RIO specifically** vs. other Australian miners (BHP, FMG)? 4. **Time horizon** \- You mention "long-term growth" but then reference a specific meeting date. Which is it? **My take:** This feels like you're retrofitting a bullish thesis around a news event. RIO might be a fine long-term hold based on fundamentals, but banking on a diplomatic meeting as a catalyst is speculative at best. If you want to play it, maybe consider it as part of a broader commodities/mining thesis rather than a binary event play. What's your actual position/plan here?
AITX’s latest report shows how AI-driven security transforms communities — SARA-powered RIO 180 units nearly eliminated resident complaints.
AITX’s latest case study highlights how AI and autonomy can transform neighborhoods — RIO 180 with SARA nearly eliminated security complaints.
Utilities & Mining I think will be good themes to hit on as time goes on. Been holding NEE since the liberation day sell off, and bought RIO around $56, starting to see some break out there as well. I think the main risk to these holdings are general economic slowdown but given the demand that is coming from AI data centers and capacity buildup for electricity and metals specifically, these are likely great plays on a pricing power basis especially if we end up in a more stagflationary environment, in my view.
RIO is the company I would expect to still be making money 100 years from now.
Something big just happened behind the scenes. DOW and RIO up bigly for no apparent reason after hours.
what the fuck just happend to RIO after hours....
My biggest plays for this week:: TNFA -- GIBO -- RR -- and I am still bagholding ADIL \*facepalms\* My biggest play for the year:: OPTT -- RR My biggest swing trade and dividend position (3 months-6 months):: RIO
I do CPER but RIO is probably better. I see a 20% upside to Copper but then I think Amazon or BRKB would be just as good if not better. Especially BRKB since it's more grounded in reality.
To balance my portfolio, I wanted to own property, concrete things, like mines. Even if you buy index funds like $SPY or $VVT you’ve invested 20% or more in technology companies that may or may not make the final cut; e.g anyone think that IBM may come out on top with quantum computing? Place your bets everyone!. My philosophy is if there’s a gold rush, sell shovels. This gold rush requires lots of copper and energy—nuclear energy and SMRs. So I balanced my portfolio with. $BHP, $RIO, $SCCO, and $CCJ. $CCJ has a stake in WestingHouse, a producer of SMRs.
I invest in copper through Rio Tinto ($RIO) and Royal Gold ($RGLD) which has streaming and royalties in gold, silver, and copper.
COPP, CPER, FCX, NEM, TGB, HL, SCCO, COPX, ERO, RIO lol
RIO apparently, I'm getting gaped
Potentially? Samsung, Alphabet, Intel, AWS, IBM, Intel, Qualcom, Graphcore, Huawei, Baidu could easily be on top 20 years from now. Nvidia COULD still be on top 20 years from now, or they could be what Texas Instruments is today. Lets put it this way. I am 99.999% certain that 20 years from now RIO will be one of the top 3 iron ore producers. It is literally impossible for someone to bring to production enough mining capacity to pass them in 20 years. 20 years is enougb time for a chip designer to go from startup to being on top.
20 years is too long for tech, that world moves fast. VT is the right call, but if you wanted a single stock rather than a ETF, RIO or UNP would be my picks. RIO is the best large scake iron ore miner in the world. It takes decades to develop a major iron ore mine, the moat is large, and people.will still need steel 20 years from now. Likewise, I dont see Union Pacific not still making money on the frieght rail network 20 years from now.
I earn 30k PA but save because I own my own home. 1/4 Mostly M&G + LGEN for the divies 1/4 RIO 1/4 tech stock 1/4 loads of other small positions Last year up 18% this year up 25% ytd
Agreed, I'm heavily in: CDE, NEM, BTU, LTBR, UUUU, DVN (not the greatest atm) and RIO
Based on your timeframe and risk tolerance, I'd say looking into RIO is a fairly safe bet. Will survive any corrections coming and is set to do very well moving forward. Good luck.
FCX is US based and RIO has some US production.
DVN, RIO, EQNR All have solid management and low PEs (8-9x), and reliable divs that have been growing.
RIO is already back up with those betting on 🌮
Looks like you're right about aluminum having gone up to 50%. The RIO project in Quebec I was thinking of is this [Bloomberg Article from July 2, 2025.](https://www.bloomberg.com/news/articles/2025-07-02/rio-tinto-backed-aluminum-firm-to-invest-1-1-billion-in-canada-smelter).
I bought a lot of RIO and VALE last year. Enjoying the divs til the bounce comes.