It’s always been you, copper… Demand and supply battling it out | The Weekly by Synergy

This week’s commentary will be centered on one of our favourite commodities: copper. Last Friday, copper broke the USD 4 barrier for the first time since 2011, and today remains charging ahead in a move that has been widely anticipated by long-term supporters of the red metal. Copper is widely used in industry since the … Continue reading It’s always been you, copper… Demand and supply battling it out | The Weekly by Synergy

How to spot a “lifestyle company” in your due diligence process | The Weekly by Synergy

If you are a small-cap retail investor or an institution with an eye on the juniors, this is a real risk that doesn’t get enough discussion. Here’s our friendly warning: “lifestyle companies” will drain your resources and evaporate wealth so it’s wise to spot them quickly. Intrigued? Read on… What do we mean by “lifestyle company”? … Continue reading How to spot a “lifestyle company” in your due diligence process | The Weekly by Synergy

In lithium, we trust*

I am a big supporter of lithium. There are many reasons. I'd say it starts with the fact that there is such a huge potential for demand growth, as our requirements for batteries are expanding and we are most likely years away from a technology that can replace it (such as graphene supercapacitors). When you … Continue reading In lithium, we trust*

Thinking about technology start-ups, international business, and the “LATAM connection” 

Over the last few months, we have been reviewing a group of tech startups. It is a new field for me -although not new at all for an investment group we are working with-, so there's a lot for me to learn. So it is back to studying, many hours of reading coming my way. While in … Continue reading Thinking about technology start-ups, international business, and the “LATAM connection”