What a month! Let's see what you (may have) missed.
Gold, volatility and a silver lining for metals 📝
Grades and Commonly Used Units
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Morgan Stanley and their STRONG opinion on #copper and gold
Morgan Stanley released a research note a while ago. It comes packed with a revised price and supply estimate for copper, plus insights on gold and stocks. You'll find plenty of *nuggets* within, investor: Given the massive disruptions we've seen in copper supply, they now expect: shortfall of 0.7mt (~2.6% of demand) higher deficit conditions … Continue reading Morgan Stanley and their STRONG opinion on #copper and gold
Here’s what you can do, as a junior mining company, when investors move to cash
I speak with and listen to investors daily, from large institutions to retail. There are valuable insights to derive from what they are doing and what they perceive about any sector or specific investment. I wish juniors did a lot more on this front. Market research is crucial to understand your place in a competitive market, … Continue reading Here’s what you can do, as a junior mining company, when investors move to cash
Is the Australian mining sector changing FOR GOOD? Here’s my take
Earlier this month I attended the RIU conference in Sydney. Here are my insights from what I saw and the conversations I had: Over 50% of exhibitors were focused on gold, which is rarely shocking for Australia. Aussies love gold and the country is the second largest producer globally, after all. Now in terms of … Continue reading Is the Australian mining sector changing FOR GOOD? Here’s my take
Mining Investing Toolkit 