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INSIGHT PROVIDER
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Nicolas Van Broekhoven
Insight Provider
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CrossASEAN Research
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Location:
Singapore
Joined:
15 February 2017
293
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858
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Singapore
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Equity Bottom-Up
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Recent
bullish
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Entree Resources
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07 Aug 2024 13:43
Rio Tinto: Open to Major Copper M&A; Entree Resources Logical Target
The acquisition of Filo by Lundin Mining and BHP Group could signal the beginning of a significant M&A wave in the mining industry, with potential...
Nicolas Van Broekhoven
160 Views
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bullish
•
Entree Resources
•
10 Jul 2024 15:44
Mongolia Elections Behind Us and Rio Versus Entree Arbitration Ruling Expected by Late 3Q24
Entree Resources in arbitration against Rio Tinto over Oyu Tolgoi ownership, final verdict expected in late 3Q24 after Mongolian elections.
Nicolas Van Broekhoven
219 Views
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bullish
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AEM
•
13 Jun 2024 16:28
AEM Holdings: New CEO = One Final Kitchen Sink in 2Q24?
AEM Holdings announced new CEO Amy Leong, who will start on July 1, 2024. She is likely to kitchen sink results and the outlook as she takes control.
Nicolas Van Broekhoven
249 Views
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bullish
•
Thematic (Sector/Industry)
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15 May 2024 16:03
Junior Copper Miners: Time for Lift-Off?
Copper surges as demand increases. Sprott launches physical Copper Trust, potentially impacting market supply. Will copper follow uranium and...
Nicolas Van Broekhoven
170 Views
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bullish
•
AEM
•
09 May 2024 10:09
AEM Holdings: More Short-Term Pain; Highly Attractive Valuation for Long-Term Investors
AEM posted a very weak quarter. Business should improve dramatically by FY25. Long-term investors should accumulate aggressively on current weakness.
Nicolas Van Broekhoven
530 Views
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