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Copper Price Outlook

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The Alchemist – Issue 27: Any Sign of a Copper Bottom Given the performance of metals prices since their peak five years ago, where we are in the commodity price cycle and when an upturn should be expected are amongst the key questions for the industry. Less discussed is exactly what this price cycle is; although future prices will be…

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Exchange Rate Monitor

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The Alchemist Issue 26 – A number of compelling pieces of analysis are emerging debating where Chinese and US market developments will leave the Australian economy. With plenty of highly technical analysis becoming available, The Alchemist considers it timely to revisit the simple commodity price vs. A$ model and see what insight it can provide on the current markets and the implications for…

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Company Winners and Losers in Africa

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On 28th January RFC Ambrian presented Company Winners and Losers in Africa at the Finding Petroleum’s Africa conference. We believe that for those well placed oil and gas companies that can hold their nerve, this is a time to make substantial long-term gains. What do we mean by well placed? These are production companies that combine low financial leverage and…

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ISR and Uranium-Evidence of Higher Readings

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RFC Ambrian’s review of In Situ Recovery (ISR) uranium mines has established that this is a highly attractive asset class regardless of the uranium price. Driving valuations in the sector are the recent inauguration of three emerging ISR producers and the potential for M&A activity. ISR is a technology that has had considerable success in mining global uranium sandstone-hosted deposits: it accounted for over 45%…

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Uranium: From North Korea with Love

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The Alchemist Issue 25 – Uranium:  Asian insatiable demand for uranium, inaction by America, fears over enrichment capability, and public concern over proliferation are as much issues faced by the uranium sector as they are topics related to last month’s nuclear weapons test by North Korea. The continued malaise of uranium equities appears to be in marked defiance of broadly…

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Tin: Solder On

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The Alchemist Issue 24 – Tin has a long history in our civilisation; it was used in the Bronze Age for its corrosion-resistant properties, and more recently for tin plating, tin cans and — especially — solder, which is its dominant application. The period between the early 1980s and early 2000s saw a decline in the price of tin, and subsequent…

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