CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

Make an Impact

Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul>
<li>The strategy seeks to invest in Shariah compliant companies that provide life’s essential goods and services.</li>
<li>These companies support our societal well-being and are less likely to be subject to hype.</li>
<li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li>
</ul>


The strategy seeks to invest in Shariah compliant companies that provide life’s essential goods and services.
These companies support our societal well-being and are less likely to be subject to hype.
By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.


Global Life Essential (Shariah) Portfolio (18-Aug-2026)

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.

Equity Bottom-Up

<ul><li>The Lundin family has a long history in the mining industry, with a focus on creating long-term value through exploration, building, and production.</li><li>They prioritize shareholder and stakeholder value, with a commitment to being responsible owners and staying invested in their projects until they see returns.</li><li>They emphasize the importance of enduring assets that can withstand multiple market cycles and provide opportunities for long-term success in the mining industry.</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>

The Lundin family has a long history in the mining industry, with a focus on creating long-term value through exploration, building, and production.They prioritize shareholder and stakeholder value, with a commitment to being responsible owners and staying invested in their projects until they see returns.They emphasize the importance of enduring assets that can withstand multiple market cycles and provide opportunities for long-term success in the mining industry.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

<ul>
<li>As we demonstrated in part one of this two-part report on Lundin Mining (LUN), the company has undergone a transformative five-year period that has positioned the company well for the future.</li>
<li>Two critical variables will determine how bright that future is: the first is execution and balance sheet management, two operational variables that are essentially a function of management decisions.</li>
<li>The second variable is copper prices, a factor that is wholly outside management’s control. Of the two, we believe the former is not only more important for investors but also easier to underwrite.</li>
</ul>


As we demonstrated in part one of this two-part report on Lundin Mining (LUN), the company has undergone a transformative five-year period that has positioned the company well for the future.
Two critical variables will determine how bright that future is: the first is execution and balance sheet management, two operational variables that are essentially a function of management decisions.
The second variable is copper prices, a factor that is wholly outside management’s control. Of the two, we believe the former is not only more important for investors but also easier to underwrite.


The Transformation of Lundin Mining (Part 2): Building the Next Copper Major

Iron Ore, Copper, Equities, Mint Finance

Umang Agrawal

Iron Ore, Copper, Equities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>Chile's copper supply faces a double blow from severe weather and potential sulphuric acid shortages, raising the risk of tighter mine output and global supply.</li>
<li>Shrinking inventories and soaring Yangshan premiums highlight China's strong appetite for refined copper, providing continued support for copper prices.</li>
<li>A strong earnings beat and reaffirmed guidance underscore Teck's momentum, but mine execution and merger approvals will shape the next phase of growth.</li>
</ul>


Chile's copper supply faces a double blow from severe weather and potential sulphuric acid shortages, raising the risk of tighter mine output and global supply.
Shrinking inventories and soaring Yangshan premiums highlight China's strong appetite for refined copper, providing continued support for copper prices.
A strong earnings beat and reaffirmed guidance underscore Teck's momentum, but mine execution and merger approvals will shape the next phase of growth.


Copper's Bull Case Is No Longer a Story of Hope, but Scarcity

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We will stay near-term bullish as long as crucial support levels of 6780-6824 on SPX and $141.50 on ACWI-US continue to hold.</li>
<li>We are not fighting the bullish trend with all the MSCI global indexes (MSCI ACWI, EAFE, ACWI ex-US, and EM) hitting multi-year highs, but we are monitoring potential concerns</li>
<li>The bulk of new buy ideas that we see continue to be within commodity Sectors (Energy, Materials, with Materials highlighted today) and defensives (Health Care, Telecomm, and Services highlighted today)</li>
</ul>


We will stay near-term bullish as long as crucial support levels of 6780-6824 on SPX and $141.50 on ACWI-US continue to hold.
We are not fighting the bullish trend with all the MSCI global indexes (MSCI ACWI, EAFE, ACWI ex-US, and EM) hitting multi-year highs, but we are monitoring potential concerns
The bulk of new buy ideas that we see continue to be within commodity Sectors (Energy, Materials, with Materials highlighted today) and defensives (Health Care, Telecomm, and Services highlighted today)


Can Strength Continue for Korea, Taiwan, and EM?; Remain Overweight But Be Prepared for Volatility

Canada

Lundin Mining Corporation is a diversified base metals mining company with operations in Chile, Portugal, Sweden, Spain and the United States, producing copper, zinc, lead and nickel. The Company holds interest in the Tenke Fungurume copper/cobalt mine in the Democratic Republic of Congo and a cobalt refinery located in Kokkola, Finland.

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Lundin Mining (LUN CN)

Global Life Essential (Shariah) Portfolio (18-Aug-2026)

The strategy seeks to invest in Shariah compliant companies that provide life’s essential goods and services. These companies support our societal...

Crea8

The Lundin Legacy (Adam & Jack Lundin)

The Lundin family has a long-term approach to creating enduring mining assets such as Fruta del Norte and Vicuna district, focusing on exploration,...

Money of Mine

The Transformation of Lundin Mining (Part 2): Building the Next Copper Major

As we demonstrated in part one of this two-part report on Lundin Mining (LUN), the company has undergone a transformative five-year period that...

Massif Capital Research

Copper's Bull Case Is No Longer a Story of Hope, but Scarcity

Physical market tightness is replacing macro narratives, as Chile's supply disruptions and China's import demand reinforce a stronger long-term...

Mint Finance

Can Strength Continue for Korea, Taiwan, and EM?; Remain Overweight But Be Prepared for Volatility

Can Strength Continue for Korea $EWY, Taiwan $EWT, and EM $EEM?; Remain Overweight But Be Prepared for Volatility. Bulk of new buy ideas continue...

Vermilion Research

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