Discover Singapore: Alliance Mineral; Supplies High Quality Lithium to EV; Buy at 2x 2020 EV/EBITDA
Alliance Mineral Assets (AMS SP) is a dual-listed (SGX/ASX) lithium producer in Australia. Last year the company saw its share price fall by 61%...
1.5k Views
No-Moat Mineral Resources in Scheme to Buy Atlas Iron; No Change to Our AUD 12.30 FVE
Mineral Resources Ltd (MIN AU) has announced an intended merger with iron ore miner Atlas Iron Ltd (AGO AU) via a scheme of arrangement....
249 Views
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
524 Views
RBA Downbeat on Commodity Price Outlook
In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further,...
3.2k Views
Another line ball decision for the RBA, but expect no change in April
The market is firmly expecting another rate cut from the RBA at today’s Board meeting. The domestic data flow has not delivered any large negative...
437 Views