This is part 2 of our update to our alerts on battery metals from late 2017 (October 2017, cobalt) and early 2018 (January 2018, vanadium) where we will update you on vanadium and introduce hydrogen. As discussed in part 1, we’re combining all these themes into one: Battery technology. The
This is an update to our alerts on battery metals from late 2017 (October 2017, cobalt) and early 2018 (January 2018, vanadium). We’re combining all these themes into one theme: Battery technology. The essence of combining all these individual commodities/technologies into one theme is firstly that the firm is macro
Investing View: Bullish dry bulk shipping Application of View: Buy Pacific Basin Shipping (2343.HK) Fundamental Basis: The fundamentals for dry bulk shippers have improved dramatically over the last three years and we believe that this trend of improving fundamentals will continue for the next 5 years at least. However, the market is
This is the second installment of a three-part series where we review the Insider portfolio, our views on the themes, and ways of expressing those views. This is a reference where subscribers can quickly gain an understanding on: sectors where we have a bullish or bearish view, the reasoning behind
In June last year we issued our alert on Australian banking. This was a bearish alert on the Australian banking sector, which was really a proxy for trading our bearish view on what can only be described as a batshit crazy real estate market aka the Australian property market. We
A brief update on our first official Insider recommendation.