There’s more on offer!
28/05/21 -"Considering Glencore’s dominance in key green metals (copper, cobalt and nickel), lack of exposure to / overdependence on iron ore (unlike most large-cap peers), trading prowess-driven ..."
Pages
92
Language
English
Published on
28/05/21
You may also be interested by these reports :
23/09/26
With the US trying to work out a potash deal with Belarus, we revive our expectation of Russian metals once again finding acceptance in the West. ...
18/09/26
2026 is proving to be a long-awaited inflection point for Nornickel, and a validation of AlphaValue’s long held thesis on the Russian mining giant’s ...
16/09/26
Amid the growing Radiant World vs. Glencore controversies and the resultant lawsuit – which may dampen near-term sentiment, but also open a buy on ...
16/09/26
Mining is having another blockbuster year. The sector is up c.33% ytd vs. c.10% for the AlphaValue universe. Much of that has come from Iran war ...