10 July 2017

News: PortfolioDirect has joined with the world's longest established equity crowdfunding platform to raise capital for the mining industry: LINK
Applications are now being considered.
Contents

Where are we in the Cycle?
The latest U.S. labour market data throw up additional doubts about whether policymakers understand the nature of the growth-inflation link upon which their decisions are based.   More...

Market Directions
A modest boost for industrial metal prices has come from a declining US dollar as a result of changing views about the policy outlook in financial markets but the same changes have pushed gold bullion prices lower.    More...

Portfolio Performance and Positioning
The number of stocks with declining share prices exceeded the number with rising prices in all three company categories in the past week.  Gains came primarily from the very largest stocks in the sector and those stocks whose prices had been unusually depressed in the latter part of June.  No portfolio changes have been initiated. Cash retention remains high.   More...

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. More...

Exploration Watch. Which exploration results are the most exciting, the most disappointing and the most anticipated?  More...

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Although the statements of fact in this report have been added from and are based upon sources the authors of the report believe to be reliable, their accuracy is not guaranteed and any such information may be incomplete or condensed.  To the extent permitted by law, the authors of the report are not liable for any loss or damage arising as a result of reliance placed on the contents of this report.  

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