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Coking Coal — Showing its Mettle

By | Reports | No Comments

The scarcity value of the commodity and investable companies in the coking coal space makes it an interesting and under-analysed sector for equity investors. Combined with above-consensus forecasts for commodity prices, our analysis suggests that the outlook is bright. This view appears to be shared by many corporates, with the recent prices paid for high-quality projects in the asset market…

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The Alchemist_Issue 30: Uranium – Is This a Turnaround or Has the Moment Gone?

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The Alchemist, Issue 30: In January 2017 we finally saw a significant pick-up in spot market uranium prices. This commodity has been on a downward trend since a 2007 peak of US$136.22/lb; the current price sits at US$25.50/lb, a fall of 81%. Increasing supply, the devastating Japanese tsunami of March 2011 and advances in alternative energy supply continue to plague…

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