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...
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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...
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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...
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Electricity Sector: RIO Cries “Wolf”
Electricity Sector RIO Cries “Wolf” In our view Rio Tinto’s (RIO) decision to announce a strategic review of the future of NZ Aluminium Smelters...
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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...
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