Coronavirus & Commodities – What to Do? (Flash Note)
Coronavirus infection widespread within China with high transmissibility Almost certain to become a global pandemic Investor concerns over future...
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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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PT Vale Indonesia: Consensus Looks Too Conservative - Trading Buy
INVESTMENT CONCLUSION: We recommend Buying Vale Indonesia Tbk (INCO IJ) shares with a price target of Rp.4,500/sh. INCO is a beneficiary of...
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