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Summary Production was in line, while operational risks are increasing. Our investment thesis on copper is nicely playing out. The company might face additional CAPEX requirements. Still a buy. Following our Rio Tinto Q4 production results, today we are looking at Anglo Am...
Summary Nickel spot prices were slightly lower the last month and the LME inventory was lower. Nickel market news - ING: Short-term pressure for nickel due to a surplus in the market, but said prices should see some support from tight conditions for Class 1 nickel. Nickel company ne...
Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy outperformed its benchmark, as strong ...
Summary Colonial Coal owns two premium-quality coking coal projects in one of the best coking coal jurisdictions on earth - B.C., (western) Canada. Both projects have been for sale for nearly four years. Why is it taking so long to monetize the assets? Investor fatigue might explain som...
Summary The supply/demand imbalance in copper has already started. I like Antofagasta for fundamental value and macro reasons. The copper miner has a clear runway for production growth after years of development capex. The recent Glencore plc ( OTCPK:GLCNF ) investor upd...
Summary Nickel spot prices were significantly higher the last month and the LME inventory was higher. Nickel market news - BMI: You can build the cathode/battery/EV plants; but if you don't have the raw materials, they're just expensive weights on your balance sheet. Nickel company ...
Summary Anglo American cut production and capex guidance numbers at this year’s capital markets day. The cuts were largely in line with the industry, signaling more supply tightness ahead. The valuation is cheap relative to its underlying fundamentals, while investors also ge...
Summary Copper has lost all the gains it made this year, as inflation has climbed higher, interest rates have risen, and energy costs keep surging. The metal has been weighed down by China’s property sector woes and Covid-19 lockdowns, while investors have turned away from ...
Summary Nickel spot prices were slightly higher the last month and the LME inventory was slightly lower. Nickel market news - BMI: 72 new 45,500tpa nickel mines needed by 2035. LME: Most (metal) markets fundamentally remain tight at the moment. Nickel company news - Vale guide...
Summary The Anglo American commodity prices fell, and it was clear that we were going to have EBITDA declines given the strong comps. However, wage inflation has been a more major driver of EBITDA declines than perhaps expected. Major concessions have been made to labour force...
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After a robust performance in 2021, the electric vehicles (EVs) sector is poised to maintain its sales momentum in 2022. With robust consumer demand for efficient, cost-effective, and clean-energy-based vehicles, along with government initiatives to facilitate environmental sustainability, EV...