War in Africa FUD potentially involving 10+ countries and the Wagner group


https://www.newsweek.com/countdown-next-great-war-has-begun-africa-1817095?amp=1

Hard to talk about ideas here bc imo small caps would provide the best asymmetry if a war doesn’t happen. Companies with mining claims to big deposits could be big winners if there is a war bc it doesn’t matter what happens above ground as long as you don’t get nationalized: the metal stays in the ground unmolested (See Rick Rule and the Friedlands investing in Ivanhoe the copper mining company in the Congo in the middle of a war). But it could be bullish oil and a geopolitical event with massive repercussions. Looking at the map, so many African countries that could be involved do produce oil.

My guess and hope though is that there will be massive FUD coming out overnight in Africa, I buy certain stocks on Friday, and ECOWAS backs down bc even Nigeria shouldn’t want to fight wars on multiple fronts and Islamic militants at the same time. And then I’ll hold for a few years and make 10-100x if really lucky.


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