Mick Carew, a research analyst with Haywood Securities, hopes we have found the bottom of the commodity cycle but expects M&A activity to continue apace through the rest of this year and into 2016A targets.
There is no need to beat around the bush. Junior mining stocks have bottomed. The bear market is over. Sure we could be wrong. We’ve been wrong before and will be again. However, the evidence is too compelling and is growing by the day.
Steve Palmer's AlphaNorth Partners Fund didn't make a 130% return by adhering to a strict natural resource weighting. In this interview, he describes how his fund uses "bottom-up analysis" to find profit opportunities in metals, energy, life sciences and tech stocks.