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INSIGHT PROVIDER
Rising
Nicolas Van Broekhoven
Insight Provider
•
CrossASEAN Research
Location:
Singapore
Joined:
15 February 2017
287
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153.4k
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855
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Singapore
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Recent
bullish
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Thematic (Sector/Industry)
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03 Apr 2024 08:00
Junior Copper Miners: An Update After 1Q24
Update on favorite junior copper miners as copper prices rise, Entree Resources (+22%) outperforms while Arras Minerals (-18%) lags.
Nicolas Van Broekhoven
290 Views
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bullish
•
Entree Resources
•
04 Mar 2024 10:00
Rio: JV Partner in Mongolia Releases Incredible Copper Grades One Month Before Arbitration Deadline
Rio Tinto still has an "annoying" third partner in its world-class Oyu Tolgoi mining project in Mongolia. Entree Resources is a prime takeover target.
Nicolas Van Broekhoven
233 Views
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bullish
•
AEM
•
29 Feb 2024 16:20
AEM: Cautious Guidance, but AI Exposure Highlighted and Company Could Benefit from Trump Re-Election
AEM has had a horrific start to FY24. Inventory issues, CFO and COO departures, and a weak business outlook. FY24 guidance was weak and visibility...
Nicolas Van Broekhoven
264 Views
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bullish
•
Tod's SpA
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13 Feb 2024 16:18
Tod's: Another Cheap Shot at Privatization After Failed Attempt in 2022
Tod's has received another privatization offer at 43 EUR per share. This is the second privatization attempt in two years. The offer is highly...
Nicolas Van Broekhoven
286 Views
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bullish
•
AEM
•
17 Jan 2024 17:10
AEM: When Inventory Fell off the Truck On the Way to Penang...
AEM's credibility with investors took a blow when it reported that some of its inventory "fell off the truck" during transport from Singapore to...
Nicolas Van Broekhoven
509 Views
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