Apple, Pan American & Mag, NRG Energy: Trendkicker

00:00 Speaker A

Now time for some of today's trend kickers, sponsored by Tastytrade. We block shares from Apple, Pan American Silver and NRG Energy. First of all, Apple gets a thrust from this US China trading armistice. This also comes. The Wall Street Journal also reports that Apple should increase prices for the upcoming iPhone list this autumn. However, the journal says that if Apple increases prices, it will be attentive not to attribute the profits to the tariffs. That it would rather say, oh, well, there will be this new technology or that, and therefore they would increase prices. Because, for example, we know when there were other companies that had transparency about the effects of the tariffs

01:40 Speaker B

You can get to the bad side of the president very quickly. You do that. Just because I was, I spoke to Gene Munster at Deepwater Asset Management this morning. Münster is of course, you know, well-known long-time Apple analyst, so I was just curious about what he did from this report. And Munster's point for me was that there are obviously many moving parts here. Um, but let's say Münster said that they had this 10% basic universal tariff. Let's assume we, we think that's the case. He believes that if this was still the case, Tim Cook would increase the prices for the new iPhones by 5%, and then he does not believe that 5% would be materially exempt. But of course who knows.

03:12 Speaker A

Here is a question that I have that we obviously won't know the answer. The tariffs change, um, but companies like Apple are huge giants who, as they know, have operations all over the world. You have already said what you will do the worst case in response to the scenario meters. You will bring a large part of your production to India. So the question is whether tariffs come back to reverse some of these plans? Do you just make it quieter than the announcement what you did to react to the highest tariffs?

04:23 Speaker B

But then, and there is the additional fold that comes from the iPhones from India. How, it is the most

04:31 Speaker A

It seems as if it are the most progressive iPhones that we will still come from China.

04:38 Speaker B

Right. The most profitable and highest iPhones with high margins. The journal said that the majority of it would still come from China in their reporting.

04:57 Speaker A

But I think I ask the question not only about Apple, but also about all of these companies that have tried to create an alternative plan when the tariffs go to 10% everywhere. Then do you return some of these plans? I don't know.

05:34 Speaker B

I mean, I think for some of these companies, these supply chains are as global and complex that it is simply not as easy to fast as a switch. No, it's definitely not. In order, shares of Pan American Silver, after the Canadian mining company has been announced, they decrease the Mag Silver Corporation in a transaction worth around 2 billion US dollars. This one, about two billion per reports that this gives Pan American Access, I really think of a large mine in Mexico and the backdrop, of course the rally. We saw in precious metals this year. I think silver. Um, Pan American offers access to a large mine in silver and two undeveloped projects in Canada.

07:25 Speaker A

Yes, that's really what it has to do. The silver prices have increased higher, and according to the presentation that the company gave, this would reduce Pan American's costs by about 20%. So, silver prices, cost, they would think that it would be a good thing, even though we see how the shares fall today. 2054 is how this value likes. Um, it is about 21% premium, so maybe investors may not be enthusiastic about the price that is paid here.

08:20 Speaker B

No. Pan American CEO says that this brings one of the best silver mines in the world in portfolio. MM, that's how it formulates it.

08:40 Speaker A

And then the shares of NRG Energy increase in another deal, UH, about the winning expectations in the first quarter and the announcement of a 12 billion dollar -takeover of natural gas assets called LS Power Equity Advisors. So it is a $ 12 billion, including debts, and it receives NRG Energy 18 Gas-Firfen-Kraftwerke. Why is that important? Really, we saw that the supply industry and the generation industry leaned into natural gas, and so this strengthens the position of the NRGs, um, in this business. Incidentally, energy already has some gas -fired plants. It also has alternative energy sources, solar, etc. This would increase gas compliance.

09:48 Speaker B

And the CEO tells Bloomberg that it is like finding the holy grail. Mm, yes, that's how he expressed it. This portfolio seems to fit perfectly for us. With the purchase, the NRG also sounds that a adapted EPS is now expanded with an annual growth rate of 14% for over five years, and this is certainly from its previous instructions that you see today that you see today.