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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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...
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Iron Ore Tracker (20-Jan-2025): Temporary Closure of Hedland and Dampier to Boost Prices
Iron ore supply has been temporarily curtailed by inclement weather in Australia and bounced back to >100 USD/ton. January is an important month as...
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Fenix Resources (FEX AU): Positive Developments At Iron Ridge And Other Catalysts
Fenix Resources (FEX AU) is poised to increase its production from 1.4 to 4.1 million tons in the next two months, bringing this 200 mn AUD...
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Iron Ore Tracker (9-Dec-2024): Stuck In A 95-110 USD/Ton Band, Restock On The Cards?
The iron ore market is range-bound in the countdown to the China Economic Work Conference (CEWC), which will be held on December 11th/12th. How do...
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