Global Metals & Mining Playbook – July 2025
​Commodity trends show gold, copper, and uranium surging, while iron ore and coal struggle. Top picks include Zijin Mining Group, Shandong Gold...
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Fire Sale for Anglo Coal Bidders
The company had consistent production levels for copper and zinc, with cost performance varying between Matsa and Matteo, as well as an overall...
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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.
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"There’s Gold in Them Thar Hills" – Value in the Diversified Mining Sector
​BHP bid for Anglo highlights value in the mining sector. The long-term underperformance of the sector is in the process of being reversed and has...
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Opportunities Within Energy and Materials
Global indexes remain below our key lines in the sand of $54 on $ACWX, $75.25 on $EFA, and the 200-day MA on $ACWI. As long as prices are below...
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