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The Alchemist

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The Alchemist_Issue 29: Zinc – An Attractive Investment Destination

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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18 January 2017
ReportsThe Alchemist

The Alchemist_Issue 28: Neodymium (Nd) & Praseodymium (Pr) Primer

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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16 November 2016
ReportsThe Alchemist

The Alchemist_Issue 27: Copper Price Outlook

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 determined…
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11 January 2016
ReportsThe Alchemist

The Alchemist_Issue 26: Exchange Rate Monitor

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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1 September 2015
ReportsThe Alchemist

The Alchemist_Issue 25: Uranium – From North Korea with Love

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 supportive…
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1 March 2013