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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One-on-one Speed Investor Meeting Event

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RFC Ambrian hosted one-on-one meetings with the following companiesat Indaba 2015: Base Resources:Tim Carstens – MD / Kevin Balloch – CFO Burey Gold: Klaus Eckhof – Chairman / Mark Gasson – Exploration Manager GB Minerals: Owen Ryan – CEO Peninsula Energy: Gus Simpson – Executive Chairman Savannah Resources: David Archer – CEO Weatherly International: Craig Thomas – COO For details about…

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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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RFCA Resource events and presentations

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RFC Ambrian hosted a number of events in our London offices this Monday and Tuesday. The events included a Potash and Phosphate conference as well as a Speed Meeting event for a number of industry CEO’s. All the sessions were extremely well attended and many thanks to all the investors and corporates that turned up to make the day such…

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BRR Media Thought Leaders-Gold

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BRR Media webcast series presents gold and the macro factors influencing the industry: What should investors bear in mind when investing? What effect has Asia on the industry? Gold exploration in Europe? This webcast is moderated by Duncan Hughes, Head of Research at RFC Ambrian Limited, with the panel comprising Richard Chase, Chief Executive Officer at Nyota Minerals Limited and Professor Richard…

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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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