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 Alchemist Issue 23 - The recent success of Syrah Resources at their Balama Project in Mozambique has drawn investor attention to graphite, but what is really known about the market, and is the hype supported by the fundamentals?
The Alchemist Issue 22 – Increasingly, however, the most prospective opportunities in the sector lie in areas historically overlooked by market participants.
The Alchemist Issue 21 - This issue of the Alchemist explores the ownership and role of the US Federal Reserve, the nature of fiat currencies and gold’s apparent link.
We conclude that a move away from the US Dollar as the global reserve currency over the medium term is likely, and that this conclusion is bullish for gold in US Dollar terms.
The Alchemist Issue 20 - RFC continues to believe we are in the mid stages of a commodity “super cycle”, being driven by the urbanisation of populous BRIIC nations. Historically, these secular commodity bull markets have lasted ~20 years.
The Alchemist Issue 19 - It has been five months since the Fukushima disaster shocked the world, and uranium equities continue to reel from a loss of investor confidence. A significant discount to pre-Fukushima valuations remain as equity markets assess the long-term effects on the fundamentals of the uranium market.
The Alchemist Issue 18 - The fundamentals for silver remain strong, both through increased industrial applications and as a safe haven for investors.
The Alchemist Issue 17 - Taking over? A look at Chinese investment in Australian mining assets.