Core Correlations: Iron Ore Research Weekly - July 6th, 2020
Demand China Manufacturing PMI: Manufacturing PMI data from China continues to be healthy after posting a dip in February due to COVID. June data...
392 Views
Cassini Resources: Cash/Scrip/Demerger Offer
On the 22 June, OZ Minerals Ltd (OZL AU) and Cassini Resources (CZI AU) announced OZL's intention to acquire CZI by way of a Scheme. There are a...
416 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
634 Views
China Data Inflecting Positively - Iron Ore Rising - Fortescue and Rio Direct Plays
In my last insight, Fortescue Metals 15% Dividend Yield/Buybacks + China Stimulus, I had pitched Fortescue Metals (FMG AU) as a direct play on iron...
215 Views
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
310 Views