14 August 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?
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.   More...

Market Directions
Geopolitical influences asserted themselves over markets while the declining U.S. dollar set the tone for raw material prices.      More...

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.    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.  

All opinions and estimates in this communication constitute judgments by the authors at the report date and are subject to change without notice.  The report publisher is under no obligation to make public any change in view about any matter referred to in this document.    

No references to past investment performance should be taken to indicate anything about future performance.

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