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INSIGHT PROVIDER
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Nicolas Van Broekhoven
Insight Provider
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CrossASEAN Research
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Location:
Singapore
Joined:
15 February 2017
288
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154.1k
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855
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Singapore
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Equity Bottom-Up
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Recent
bullish
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Thematic (Sector/Industry)
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03 May 2024 03:59
Junior Copper Miners: Many Juniors Are Lagging Copper Price YTD
BHP's bid for Anglo American has woken up generalist investors to the looming copper deficit forecast later this decade.
Nicolas Van Broekhoven
200 Views
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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
311 Views
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bullish
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Entree Resources
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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
234 Views
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bullish
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AEM
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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
268 Views
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bullish
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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
288 Views
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