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...
379 Views
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...
916 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...
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Naspers & Prosus - Another Think Part I: About The Discount
On Friday 23 August 2019, Naspers (NPN SJ) shareholders approved (with the requisite majority 100% of A shares FOR, 95.51% of N Shares FOR) the...
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