mining services

Forget the unicorn hunt. Outperformance lives in evidence-based asymmetry, mispriced assets, and free options the market doesn’t see.

Oscar Oberg discusses four observations from a recent trip to Perth and shares his top stock picks poised to benefit.

Geologist James Cooper compares iron ore miners from 2003 with critical metal stocks today... The challenges and opportunties are uncanny.

Geologist, James Cooper uncovers data showing historical value in mining stocks... a perfect time for investors to get on board!

Worley is at the forefront of a key structural change and in a “formidable competitive position”.

Heading into the end of the year we reflect back on our fantastic very first episode of Euroz Hartleys “Finding the Front” with the Managing Director of global...

At a time of bumper dividend payouts from the likes of Rio Tinto (ASX: RIO) and BHP (ASX: BHP), most investors seeking a resources exposure would be happy to invest...

Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven months our question was answered...

After a year many would describe as the most challenging in recent memory we are optimistic on the human spirit bouncing back in 2021. Whether it be reigniting the...

Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market...

Earlier in the year we wrote about our attraction to the mining services industry given a favourable macro backdrop, earnings growth and cheap valuations. While the...

No, we aren’t projecting a USD150/t iron ore price. Last year we wrote, A Different Kind of Portfolio Manager, wherein we argued Mineral Resources (MIN) was heavily...

Investing in small cap mining services firms is not for the faint hearted given their exposure to the commodities cycle. But with the sector down around 40 per cent...

So far at least, the leading resources stocks have been a shining headlamp of hope down the dark and deep pit of the COVID-19 crisis. The crucial iron ore sector has...

In our recent article, we outlined our view that the mining services sector is well positioned heading into 2020 with investment in iron ore projects...

There are parts of the market that should benefit from supportive monetary policy, stimulus in China and buoyant commodity prices, and we believe the mining services...

The Australian small caps market generated strong returns in 2019 (from an end 2018 low) which has continued so far into 2020, driven by accommodative monetary...

The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes...

In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and...

Arden Jennings, Co-Portfolio Manager of the Ausbil MicroCap Fund, says the majority of his time is spent on 'bottom up' analysis of companies outside the ASX200. The...