Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Thematic (Sector/Industry)

<ul>
<li>Our insight 2024 High Conviction: Junior Copper Miners garnered significant interest in late 2023, we hereby provide another update on our favorite junior copper names.</li>
<li>Copper prices have started to tick up (+16% YTD) on squeezed global supply and <a href="https://www.smartkarma.com/entities/bhp-group-ltd-832e22a7-7a1d-49cf-b992-c6347084cbf8" target="_blank" data-smartkarma-citation="entities:21840:1" rel="noopener">BHP Group Ltd (BHP LN)</a>  making an offer for <a href="https://www.smartkarma.com/entities/anglo-american-plc" target="_blank" data-smartkarma-citation="entities:21798:1" rel="noopener">Anglo American (AAL LN)</a>.</li>
<li>Entree Resources (ETG CN) has performed strongest +29% while Arras Minerals (ARK V EQUITY) has been a laggard at -12% YTD.</li>
</ul>


Our insight 2024 High Conviction: Junior Copper Miners garnered significant interest in late 2023, we hereby provide another update on our favorite junior copper names.
Copper prices have started to tick up (+16% YTD) on squeezed global supply and BHP Group Ltd (BHP LN)  making an offer for Anglo American (AAL LN).
Entree Resources (ETG CN) has performed strongest +29% while Arras Minerals (ARK V EQUITY) has been a laggard at -12% YTD.


Junior Copper Miners: Many Juniors Are Lagging Copper Price YTD

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/entree-resources-ltd-3aeeb68c-80d0-4ada-822e-898883fbb28e" target="_blank" data-smartkarma-citation="entities:26727:1" rel="noopener">Entree Resources (ETG CN)</a> has been roaring over the past three weeks on the back of ...no official news!</li>
<li>As we highlighted in our prior insights we expected an arbitration ruling by late 3Q24, but there has been no news published by Entree or <a href="https://www.smartkarma.com/entities/rio-tinto-ltd" target="_blank" data-smartkarma-citation="entities:13:1" rel="noopener">Rio Tinto Ltd (RIO AU)</a> </li>
<li>Volume spike and price action remind us of Turquoise Hill buyout in 2022.</li>
</ul>



Entree Resources (ETG CN) has been roaring over the past three weeks on the back of ...no official news!
As we highlighted in our prior insights we expected an arbitration ruling by late 3Q24, but there has been no news published by Entree or Rio Tinto Ltd (RIO AU) 
Volume spike and price action remind us of Turquoise Hill buyout in 2022.


Entree Resources: +84% YTD on Arbitration Leak? Or Rio Tinto M&A Speculation?

Canada

Arras Minerals Corp. is an exploration stage company. The Company manages portfolio of copper and gold assets in northeastern Kazakhstan.

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Arras Minerals (ARK V EQUITY)

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

Entree Resources: +84% YTD on Arbitration Leak? Or Rio Tinto M&A Speculation?

Entree Resources (ETG CN) surges without official news, reminiscent of Turquoise Hill buyout in 2022, as investors await arbitration ruling with...

Nicolas Van Broekhoven

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Entree Resources: +84% YTD on Arbitration Leak? Or Rio Tinto M&A Speculation?

​Entree Resources (ETG CN) surges without official news, reminiscent of Turquoise Hill buyout in 2022, as investors await arbitration ruling with...

Nicolas Van Broekhoven

Entree Resources (ETG CN) surges without official news, reminiscent of Turquoise Hill buyout in 2022, as investors await arbitration ruling with...