Recommend SELL – BHP, RIO, FMG, PEX, PM8 & LYC
Still forecast Coronavirus will become a global pandemic 31 Chinese Provinces and up to 400m people under expanded quarantine measures Have reason...
336 Views
BHP and RIO Buy Levels and New High Targets with FCX Closing the Margin
Bhp Billiton Ltd (Adr) (BHP US) and Rio Tinto Ltd (RIO AU) are beginning to see upside acceleration and part of a Q1 metals theme with Freeport...
341 Views
Australian Material: FMG - Too Rich Compared to Its Peers?
Fortescue Metals (FMG AU), an Australian pure-play iron ore producer, has returned nearly 130%, whilst LSE listed Ferrexpo Plc (FXPO LN) is trading...
402 Views
New J Hutton – Exploration Report (Weeks Ending 08/11/19)
Decline in Li price far lower and quicker than anticipated Existing Li producers’ earnings will compress dramatically in time Initiate SELL...
379 Views
Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
359 Views