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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
290
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Singapore
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Equity Bottom-Up
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Recent
bullish
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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
137 Views
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bullish
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AEM
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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
379 Views
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bullish
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Thematic (Sector/Industry)
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03 May 2024 03:59
Junior Copper Miners: Many Juniors Are Lagging Copper Price YTD
BHP's bid for Anglo American has woken up generalist investors to the looming copper deficit forecast later this decade.
Nicolas Van Broekhoven
214 Views
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bullish
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Thematic (Sector/Industry)
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03 Apr 2024 08:00
Junior Copper Miners: An Update After 1Q24
Update on favorite junior copper miners as copper prices rise, Entree Resources (+22%) outperforms while Arras Minerals (-18%) lags.
Nicolas Van Broekhoven
320 Views
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bullish
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Entree Resources
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04 Mar 2024 10:00
Rio: JV Partner in Mongolia Releases Incredible Copper Grades One Month Before Arbitration Deadline
Rio Tinto still has an "annoying" third partner in its world-class Oyu Tolgoi mining project in Mongolia. Entree Resources is a prime takeover target.
Nicolas Van Broekhoven
238 Views
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