Even in a bull market investors are best advised to seek out the potential tenbaggers and presents several companies in gold, base metals and uranium with the potential to flourish even in the bad times.
Australian mining companies have been hard hit by falling commodities prices and rising costs. In this interview, Andrew Richards says that costs are falling and China's need for Australian metals will continue to grow. He also names companies that are well positioned to flourish in the near future.
When it comes to supply and demand dynamics, Aheadoftheherd.com Publisher Rick Mills does his own math. China may make a show of its alleged copper surplus and Germany may downplay its need for efficient energy sources, but Mills foresees demand spikes.
The Byron Capital Markets analyst explains how graphite and vanadium play critical roles in rapidly growing battery markets, as well as in the steel industry. Companies he discusses look poised for major supplier status.
There have been few catalysts driving uranium stocks this summer. But the "Mercenary Geologist," believes that this market funk resembles the period that preceded one of the best junior resource bull markets ever seen.
Articles in the press have highlighted the possibility that we may be witnessing a bubble in the rare earths. They cite a preponderance of short sellers hovering as vultures in the skies over the sector. We take a long-range view.