Report Date: 16 January 2017
Where are we in the Cycle?
Cyclical momentum has improved insofar as the lengthy succession of
downward revisions to growth prospects appears to have ceased. Persuasive
evidence of a move into the next stage of the cycle - the possibility of
upward revisions - remains elusive.
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Market Directions
The Trump election effect has lost momentum. Share price gains
have been retained but anxiety over trade policy positions and their effect
on growth is capping further market movements. Companies with uranium
exposure have continued to attract abnormal market interest.
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Portfolio Performance and Positioning
Slippages in sector prices affected portfolio outcomes but relatively
strong gains in recent weeks among selected Phase I stocks, including those
involved in uranium exploration or mine deveopment, have been sustained.
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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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