The world is brimming with metals and minerals. Companies in virtually all countries seek, explore, and mine these commodities (or specialty chemicals/products) we use in today’s civilisation. Investors and corporates allocating capital, routinely take advantage of information asymmetries to discover and invest in undervalued opportunities every year, and many can be located outside of the … Continue reading Make your portfolio stronger with this strategy | The Weekly by Synergy
Well, if you've read any of my previous posts or follow me in any of my socials, you may already have assumed what I am about to say. But bear with me... I have my reasons! Yes, I do believe you need natural resources. Shocker! Where do I start? There are certainly many reasons but I … Continue reading Should you have natural resources in your stock portfolio? Like, really??
A little over a year ago, I wrote about why I thought it was time for investors to return to Argentina; I shared what was happening after Mauricio Macri took office and what was to be expected, in my opinion. Shortly after, I was also one of the experts interviewed by The Northern Miner, a … Continue reading Argentinean conundrum. Part 2: Yes, it is time to go back!
It’s been only 70 days since Mauricio Macri took office, Argentina’s 53rd president, and already the mining industry can celebrate pro-business policies being put forward boldly and without hesitation, as promised during his campaign. The currency controls were lifted swiftly –as I always said they would, but frankly I never thought it would take so … Continue reading The Argentinean conundrum: Is it time to go back?