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INSIGHT PROVIDER
Top Quartile
Nicolas Van Broekhoven
Insight Provider
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CrossASEAN Research
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Location:
Singapore
Joined:
15 February 2017
306
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Singapore
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Equity Bottom-Up
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bullish
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Thematic (Sector/Industry)
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01 May 2025 12:38
Junior Copper Miners: Ecuador Sees M&A Action by China
Chinese buyer's offer for Lumina Gold boosts Solaris Resources, signaling Ecuador's openness for business post-re-election of President Noboa,...
Nicolas Van Broekhoven
238 Views
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bullish
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Thematic (Sector/Industry)
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03 Apr 2025 12:40
Junior Copper Miners: An Update After 1Q25
Copper prices surge 26% YTD, driven by trade war fears and tariff exemptions. Top junior copper miner, Arras Minerals, up 182% YTD.
Nicolas Van Broekhoven
228 Views
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bullish
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PC Partner
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05 Mar 2025 10:31
PC Partner: Strong Finish to FY24; Relisting on SGX in FY25
PC Partner (1263 HK) reported strong FY24 results, with plans to relist on SGX by 3Q25 to access NVDA's AI chips, potentially boosting 2H25...
Nicolas Van Broekhoven
469 Views
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bullish
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Solaris Resources
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10 Feb 2025 13:32
Solaris Resources: Elections in Ecuador Bullish for Commodity Stocks
Ecuador's upcoming presidential election runoff between Noboa and Gonzalez could benefit mining companies, like Solaris Resources, with a pro...
Nicolas Van Broekhoven
256 Views
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bullish
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Arras Minerals
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05 Feb 2025 09:32
Arras Minerals: Promising Exploration Results Drive Stock up +96% YTD
Arras sees promising early results in Kazakhstan exploration, with potential for further re-rating in 2025. High risk/reward with focus on copper...
Nicolas Van Broekhoven
259 Views
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