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
Upgrading Europe to Overweight; Monitoring U.S. (S&P 500) For a Downgrade; Buy Gold Miners and More
Upgrading Europe to Overweight; Monitoring U.S. $SPX for a Downgrade to Market Weight. $ACWI and $SPX likely bottoming here at 200-day MAs. Bullish...
634 Views
ESG Sustainability Report 2023 Metals & Mining ASX 13062023.pdf
This ESG report provides an opportunity for small and mid-cap miners on the ASX to show off their transparency and accountability to mitigating...
476 Views
Encouraging Signs, But Concerns Still Outweigh; Buying Materials, Energy, Industrials, Health Care
We continue to see some encouraging signs that suggest that the lows may have been established for this correction. Still, cyclical value remains...
591 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