EM Watch: China FLOODS global copper markets amidst the plenum
Good Afternoon from Europe. It’s incredibly hard for me not to begin this weekly EM blog by emphasizing how bearish I am becoming on Copper, given...
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ASX Short Interest Weekly (Jul 12th): Wesfarmers, Mineral Resource, Macquarie, South32, Car
We analyzed ASX short interest report for the past week and highlight short interest changes in Wesfarmers, Mineral Resource, Macquarie, South32, Car.
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ZIP Placement - Worth a Small Punt, at Best
Zip (ZIP AU) plans to raise around US$145m in order to repay its outstanding debt. In this note, we talk about the deal dynamics and run the deal...
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Uranium Stocks Surge on Kazakh Taxes
Kazakhstan increases uranium mining tax, impacting global supply and pricing, leading to surging Australian uranium equities and a decline in...
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ASX Short Interest Weekly (Jul 5th): New Hope, Macquarie, Guzman Y Gomez
We analyzed ASX short interest report for the past week and highlight short interest changes in New Hope, Macquarie, Guzman Y Gomez L.
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