5 June 2017
Where are we in the Cycle?
Forecasters are predicting that metal price outcomes will be better in
the years ahead than in 2016 although the anticipated gains, which still
depend on improved growth,are concentrated in 2017.
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Market Directions
Lower oil prices reflecting continuing market imbalances have retarded
energy sector stocks. Exchange rates and bond prices have been
supporting gold.
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Portfolio Performance and Positioning
Phase I and Phase II stocks produced positive results with weak outcomes
among those in Phase III. No changes have been made to portfolio
models with large cash positions being retained.
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Stock Reviews and Rating Analysis
PortfolioDirect rating reports analyse the quality and risk
attributes of proposed mineral developments. Rating criteria apply to mining and oil and gas stocks at any stage of
development. PortfolioDirect uses a five point rating
scale to measure the risk adjusted quality of proposed mineral developments
or companies.
For company reports
& ratings...
The 'Steak or Sizzle' blog provides summary judgements on
the top performing ASX-listed resources stocks.
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Exploration Watch. Which exploration results are the most
exciting, the most disappointing and the most anticipated?
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