Sam Dyson

Mining 101: a good mining company makes money at the low end of a steep cost-curve. This is BHP’s strategy and it is working wonders in iron ore. However, in 2011 BHP forgot this simple rule. Deal hungry and with cash flow burning a hole in the pocket after two... Show More

Retail and gaming stocks could throw up a few surprises. Sean Fenton from Tribeca Investment Partners points to mixed signals from retailers and the drop in the price of petrol as potential wildcards in reporting season. Fenton says, there's really mixed anecdotes coming out of the Christmas shopping season... That's... Show More