Stay The Course As Northern Star (NST AU) Extends Olive Branch To Elliott
I'd advocate the mantra of “stay the course and let the expanded mill re‑rate the stock.” The pushback? Another material downgrade.
109 Views
OceanaGold (OGC CN) Claims Ausgold (AUC AU). Clean Deal
A straightforward gold merger. Trading tightish at a gross/annualised spread of 4.2%/11.7%, assuming late December completion. If you can take down...
131 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
724 Views
Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
2.1k Views
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
613 Views