Primer: Glencore (GLEN LN) - Aug 2026
Glencore's unique business model, which integrates a world-class commodity marketing and trading arm with a large-scale portfolio of industrial...
101 Views
Rio–Glencore: Why the Numbers Never Cleared and What It Means for Mining M&A
Rio–Glencore didn’t fail on strategy but on numbers. Using undisturbed prices, exchange ratios and WACC, even modest premiums left no return...
282 Views
Zinc’s Cycle Turns: Will Supply Outpace Demand?
​2025 zinc market cautious as producers cut output due to tight supply and low benchmark TCs, Hindustan Zinc stands out with strong growth and...
560 Views
Junior Copper Miners: An Update After 1Q24
​Update on favorite junior copper miners as copper prices rise, Entree Resources (+22%) outperforms while Arras Minerals (-18%) lags.
551 Views
Curator's Cut: Arbs Go A-H, Copper Plays & China's Property Pulse
In this cut, we explore A-H share trading dynamics, consider copper market dynamics and plays, and China's bottoming/stabilizing real estate market.
696 Views