30/04/24 -"Miners’ reviving(?) hunger for scale"
30/04/24 -"Miners’ reviving(?) hunger for scale"
Post our last webinar in January 2024, the Metals & Mining sector dynamics worsened, before a glaring recovery got underway in recent weeks. This was an inflection point as it finally moved the needle for various attractively-priced (recovery) bets and importantly, there was interest beyond iron ore. BHP’s takeover offer for Anglo American has only added to the excitement.
While the macro dynamics remain conflicting (especially with respect to China) and are far from being reassuring, our optimism on the sector is reinforced.
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