Rio vs Fenix for Creasy’s Project (The Battle for Robe Mesa)
Goldfields has made a hostile bid to acquire Gold Road, but the board of Gold Road has rejected the cash offer and instead wants to acquire the 50%...
415 Views
Iron Ore Tracker (24-Mar-2025): Iron Ore At Support Levels of 100 USD/Ton
We summarize all the KPIs likely to affect the iron ore market in the medium term. Chinese consumption is quietly picking up, although property...
615 Views
Iron Ore Tracker (04-Mar-2025): PMI Rebound And China TSF Looking Good, All Eyes On NPC
Iron ore could benefit from China's massive TSF number in January and the rebounding manufacturing PMI number in February. Our tracker helps...
725 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
1.2k Views
Iron Ore Tracker (10-Feb-2025): Rangebound / Pounding the Table On Fenix Resources (FEX AU)
Iron ore received a boost as analysts upgraded their near-term forecasts, anticipating improved demand from China. We strongly recommend employing...
464 Views