14 August 2017
Where are we in the Cycle?
An evident upturn in Australian mineral exploration activity has planted
the seeds for future growth in industry output the composition of which is
likely to differ from the historical make-up of industry product.
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Market Directions
Geopolitical influences asserted themselves over markets while the
declining U.S. dollar set the tone for raw material prices.
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Portfolio Performance and Positioning
Exploration stocks made strong gains during the week as the investment
performance of larger and better established companies remained mixed to
weaker. Despite sometimes large week to week movements, directional
features have remained ambiguous with price movements over the past year
generally only modest, at best, but weaker for the bulk of the sector.
There have been no suggested portfolio changes. The resources industry
remains within a prolonged cyclical trough.
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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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