Iron Ore Tracker (14-Apr-2025): Iron Within The Band, Set To Bounce On China Stimulus Talks
With the temporary relaxation of the tariffs and a meeting of key Chinese leaders to front-load the stimulus, we expect a 10% bounce in iron ore...
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Fenix Resources (FEX AU): Highlights From The Ignite Investment Summit
We summarize Fenix Resources (FEX AU) presentation at the 2025 Ignite Investment Summit in Hong Kong. With production imminently tripling, FEX can...
546 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...
665 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...
788 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.
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