$AML3D LTD(AL3.AU)$ the original post was same old, same old... but I have changed my mind after last night.
True, AML3D is still holding strong as I typed but all these can changed overnight. True as well that the US indices are mostly holding up well overnight, but with every incremental raise accompanied the nagging concern of euphoria and concentrated winners. The main reason for indices holding up despite the US-EU tariff agreement boils down to those hot indices heavyweights such as Tesla and Nvidia and not genuine strength throughout. Perhaps it's just a delayed response? 🤔 maybe? I don't know at this stage.
Looking at some of the market big-hitters such as Warren Buffett, bond king Bill Gross, Rich Dad Poor Dad author Robert Kiyosaki's recent market positioning. Are they bullish on the market? Are they even bullish on USD or this tariffs party 🥳? Someone has to foot the bills to beef up US government's coffers. Not EU, not Japanese, definitely not the Chinese... Yup, looking at you, people living in the la-la land of Uncle Sam... this might be what we called "wealth transfer", from the citizens to its government! How bizarre is that? I hope those who elect from Trump are the very rich... because they won't be bothered to pay a couple of hundreds or thousands more for those same Christmas presents 🎁... the reality will set in... sooner or later.
Ok, back to AML3D, it is still something I am willing to hold given its enormous goodwill with the US Navy and fence in general. The potential justifies the price hike, however I would exercise caution for those waiting on the side. Wait a while longer for the dust to settle.
One article I shared below that I believe would have huge implications for AML3D near future development. Yup, the one on AUKUS deal between US, Australia and UK, thus the strange acronym. In order for US 🇺🇸 to be able to continue its deal, according to the article, US Navy and shipbuilding industry at large need to DOUBLE their current manufacturing rate. You read it right, 100% increment! Not 10-20% increase in productivity, but 100%! The only way possible without doubling its production space and manpower is to totally overhaul its production. That is where AML3D comes into the picture. I had shared the brief LOI between US Navy and AML3D before in a separate post. This article just pointed out one of the many motivations for doing so... now, even the Australian government has come into play. AML3D being an Australian company would most likely benefit from the increased scrutiny 🧐 of the signed agreement. UK 🇬🇧 BAE is another customer of AML3D, so UK government would likely be encouraging than anything for AML3D to help here. Big calling ahead...
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- NewmanGray·07-29Interesting insightsLikeReport
- Porter Harry·07-29Thanks for sharing~LikeReport
