Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Thematic (Sector/Industry)

<ul><li>Rob Mullen writes gripping resource investor letters, discussing topics like private credit, private equity, and market impact</li><li>He takes a disciplined approach to investing, focusing on cash flow dynamics and management transparency</li><li>Mullen's background in quantitative analysis and psychology influences his value-driven investment strategy in the natural resources sector</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Rob Mullen writes gripping resource investor letters, discussing topics like private credit, private equity, and market impactHe takes a disciplined approach to investing, focusing on cash flow dynamics and management transparencyMullen's background in quantitative analysis and psychology influences his value-driven investment strategy in the natural resources sectorThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rob Mullin: Gold Stocks Still Cheap, Energy Stocks Cheaper

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>TOP STORIES Cobalt / In Depth: Congo’s Cobalt Controls Deepen Uncertainty for Chinese Miner It has been a rough year for the world’s largest cobalt producer.</li><li>Shanghai-listed CMOC Group Ltd.</li><li>’s sales fell over 17% year-on-year in the second quarter, according to the miner’s earnings results.</li></ul>

TOP STORIES Cobalt / In Depth: Congo’s Cobalt Controls Deepen Uncertainty for Chinese Miner It has been a rough year for the world’s largest cobalt producer.Shanghai-listed CMOC Group Ltd.’s sales fell over 17% year-on-year in the second quarter, according to the miner’s earnings results.

CX Daily: Congo’s Cobalt Controls Deepen Uncertainty for Chinese Miner 

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

China Gold International Resources / Index Rebalance

<ul>
<li>Rising gold prices have led to a sharp rally in <a href="https://www.smartkarma.com/entities/china-gold-international-resources" target="_blank" data-smartkarma-citation="entities:26130:1" rel="noopener">China Gold International Resources (2099 HK)</a> over the last couple of months.</li>
<li>The significantly higher market cap and free float market cap should lead to the inclusion of the stock in a global index in November.</li>
<li>
<a href="https://www.smartkarma.com/entities/china-gold-international-resources" target="_blank" data-smartkarma-citation="entities:26130:1" rel="noopener">China Gold International Resources (2099 HK)</a> trades cheaper than its peers on forward PE and price to book. A continuation of the gold rally and index inclusion are positives.</li>
</ul>


Rising gold prices have led to a sharp rally in China Gold International Resources (2099 HK) over the last couple of months.
The significantly higher market cap and free float market cap should lead to the inclusion of the stock in a global index in November.

China Gold International Resources (2099 HK) trades cheaper than its peers on forward PE and price to book. A continuation of the gold rally and index inclusion are positives.


China Gold Intl (2099 HK): Gold Rally & Upcoming Global Index Inclusion

Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

Commodities

<ul><li>Cocoa Update: Analysts say the retreat reflects a drop-off in consumer demand as a result of the higher prices, as well as expectations of a better crop given improved weather and higher state-guaranteed prices in West Africa.</li><li>In addition, speculators who had previously been riding the rally have more recently dumped their positions, with many now betting on falling prices.</li><li>Those supply fears have now started to ease. </li></ul>

Cocoa Update: Analysts say the retreat reflects a drop-off in consumer demand as a result of the higher prices, as well as expectations of a better crop given improved weather and higher state-guaranteed prices in West Africa.In addition, speculators who had previously been riding the rally have more recently dumped their positions, with many now betting on falling prices.Those supply fears have now started to ease. 

Cocoa Market is Shifting // Brazilian Soybean Domination

<ul>
<li>Debt / In Depth: The Unfinished Transformation of China’s LGFVs</li>
<li>Port /: U.S. Details Steep Port Fees on China-Linked Vessels Starting Oct. 14</li>
<li>Foreign reserves /: China’s Foreign Reserves Edge Higher in September as Global Bonds Rally</li>
</ul>


Debt / In Depth: The Unfinished Transformation of China’s LGFVs
Port /: U.S. Details Steep Port Fees on China-Linked Vessels Starting Oct. 14
Foreign reserves /: China’s Foreign Reserves Edge Higher in September as Global Bonds Rally


CX Daily: The Unfinished Transformation of China’s LGFVs 

United States

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

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Rob Mullin: Gold Stocks Still Cheap, Energy Stocks Cheaper

and investment philosophy set him apart in the resource investing world, making him a sought-after writer and expert in the field.

Money of Mine

CX Daily: Congo’s Cobalt Controls Deepen Uncertainty for Chinese Miner

TOP STORIES Cobalt / In Depth: Congo’s Cobalt Controls Deepen Uncertainty for Chinese Miner It has been a rough year for the world’s largest...

Caixin Global

China Gold Intl (2099 HK): Gold Rally & Upcoming Global Index Inclusion

China Gold should be added to a global index in November. The stock trades cheaper than peers. There is positioning but strong gold prices and...

Brian Freitas

Cocoa Market is Shifting // Brazilian Soybean Domination

Analysts say the retreat reflects a drop-off in consumer demand as a result of the higher prices, as well as expectations of a better crop...

The Commodity Report

CX Daily: The Unfinished Transformation of China’s LGFVs

TOP STORIES Debt / In Depth: The Unfinished Transformation of China’s LGFVs Local government financing vehicles (LGFVs) in China are trying to...

Caixin Global

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