Primer: MMG (1208 HK) - Apr 2026
MMG is strategically positioned as a pure-play copper growth vehicle, with the recent acquisition and planned expansion of the Khoemacau mine...
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Overview #27 – The Big Beautiful Tragi-Comedy Continues
More positive news for the Uranium Sector. Jefferies upgraded the Australian uranium miners yesterday with $PDN, $BOE and $DLY rallying 15-20% & up...
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HONG KONG ALPHA PORTFOLIO: (January 2026)
At the end of January, we began to move out of materials and tech and into early cycle sectors. We continue with mid-month exposure adjustments: we...
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Overview #48 — Gradually, Then Suddenly
A review of recent events/data impacting our investment themes and outlook. We look at the wild moves in the commodity markets last week and what...
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From Rust to Riches: The Next Copper Boom
Copper has now broken decisively through $5/lb on new cycle lows for the USD last night. $1208 MMG Ltd is nearing $4 resistance, and we would take...
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