Zinc – An Attractive Investment Destination

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The Alchemist, Issue 29: The Alchemist looks at how zinc should benefit from rising commodity prices, production cuts, minimal new mine development and growth in demand. There is only limited opportunity for equity exposure. The zinc market ended 2016 in deficit, with its spot price having risen 61% over the course of the year; this represented a dramatic turnaround for…

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Neodymium (Nd) & Praseodymium (Pr) Primer

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The Alchemist, Issue 28: This issue of The Alchemist examines the outlook for two rare earth elements with applications in modern energy technologies that are forecast to experience improved demand over the coming years. Neodymium and Praseodymium, collectively known as NdPr, are metallic elements that belong to the lanthanide group of the periodic table. Long-term success for NdPr is linked…

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MRS announces proposed acquisition of assets of SubZero Group Limited

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RFC Ambrian acts as Financial Adviser to Management Resource Solutions plc (MRS). The London-listed MRS  has announced an exclusive agreement to acquire the core assets of the SubZero Group in Australia for A$6.12m.  The deal is consistent with MRS’s expansion strategy, and brings SubZero’s core offerings of project management, labour hire and wet and dry hire and maintenance. The businesses…

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CSIRO Air cargo scanner innovation

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A team from CSIRO (Commonwealth Scientific & Industrial Research Organisation) developed  the Air Cargo Scanner which has taken the traditional screening method for bulk cargo to another level. The process uses high-energy neutrons combined with x-rays to identify both the shape and makeup of materials in air cargo containers. Traditional high energy x-ray technology is able to identify inorganic materials…

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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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