What a month! Let's see what you (may have) missed.
Copper vs cocoa? I did not see that coming 📝
What a month! Let's see what you (may have) missed.
Due to their massive scale, copper deposits are some of the most difficult to finance and build.
Of course, it all ends up coming down to how much risk you're willing to take. I get it. It's not for everybody. But it's doable.
The largest miners have been sounding the alarm for some time.
I have to confess, sometimes this very idea keeps me up at night...
Some sectors allow casual observers to easily waltz in, without much specific knowledge. Alas, mining & metals is not one of those sectors.
Value is in the eye of the beholder. Kind of.
All mines have a life... and it's finite. Also called life of mine -LOM-.
Mining companies have been roughly about 30% of listed entities on the Australian Stock Exchange, at least since we started tracking them, back in 2014.
Emerging markets, as an alternative asset class, can infuse blue sky into a portfolio
In that spirit, a sensible approach could include allocations in the following:
It takes time to accurately identify the weight a certain event has in history; you need the perspective that years -or decades-provide. But today we will take a chance!
We think that this current bull market could last until sometime mid-2021
This week’s commentary will be centered on one of our favourite commodities: copper.
From a rocky beginning at the start of the year to an impressive comeback, gold has really made history this year.
This week’s commentary remains Australian focused, to commemorate our national day, but will touch on a subject we are extremely bullish about EVs and electrification in general.
This week’s commentary is centered around the massive role that the mining & technology sectors have in the Australian market.