Company Insights
Insights on trending sectors
Here we offer expert analysis on trending sectors and stocks. Explore in-depth insights into market movements, emerging opportunities, and key factors driving performance. Stay ahead with our curated assessments of companies and industries poised for growth, helping you make informed investment decisions.
Pairs Position
QBE is our favoured insurer however, Insurance companies often misprice the risk of catastrophe with climate change affecting weather patterns, but adding a half allocation to QBE’s contracted repairer, Johns Lyng Group who dropped after recent earnings due to a lack of CAT repair work.
latest On Insights
The One Thing Every Australian Investor Needs to know After Trump’s Win
The markets never lie, and in the wake of Donald Trump’s election victory, they’re sending a clear message to Australian investors
Glossary of Mining Terminology
Mining can be a confusing area to invest if you don’t know the “Lingo” this glossary will help you navigate through the technical jargon with ease.
Understanding the Mining Investment Life Cycle – The Lassonde Curve
The Lassonde Curve is a valuable tool for investors in the mining sector, particularly those interested in junior exploration companies. Named after Pierre Lassonde, a prominent figure in the mining industry, this curve illustrates the typical life cycle of a mining project and its corresponding value creation
Understanding Mining Methods: A Key to Successful Mining Investments
In the world of mining investments, understanding the various mining methods is crucial for assessing the viability, safety, and profitability of projects. This knowledge is not just technical; it’s fundamental to making informed investment decisions in the mining sector.
Traders vs Titans – the $2.8 billion lithium bet
It’s a good old-fashioned showdown in the lithium sector currently, with mining magnates in one corner and traders in the other