FEEXF - Ferrexpo: Are You Willing To Deal With Uncertainty?

Investment case

We believe that iron ore prices will remain buoyant for longer due to the combination of persisting supply constraints and the recent pick-up in Chinese seasonal demand.

While no pure-play ETF exists to get exposure to iron ore prices, we propose Ferrexpo (FEEXF), a Swiss-based mining company, with its iron-ore mining capabilities in Ukraine, as a potentially very attractive opportunity to assert upside exposure to iron ore prices.

While Ferrexpo has a significant exposure to iron ore, it has recently sold off massively following an accounting investigation to trade at a

Read more ...