Platinum Asset Management’s Founder Kerr Neilson is a fund manager who needs no introduction. Kerr recently sat down with Platinum's Julian McCormack to discuss timeless investment principles, the big issues today, and what he’s excited about ahead. We have prepared the following transcript for you, with a link to the... Show More
Hylea Metals has released the first assays from the recently completed 54 hole, 3,621m reverse circulation/aircore drilling programme from the largely untested, 100% held Hylea Cobalt Project. The Project is located in the Fifield district of NSW, 50km from CleanTeq's Sunrise Project, and also located close to laterite projects held... Show More
The AMP Capital Dynamic Markets team recently identified platinum as a compelling investment opportunity - here's why. Show More
There was an article on the Livewire website this week quoting a recent Kerr Neilson presentation, the billionaire fund manager at Platinum Asset Management. There were lots of good takeaways but the comment that interested me was this quote: Show More
Over recent weeks we’ve discussed the various fundamental reasons for the strong performance of firstly gold, then silver. After being outperformed by gold, silver has played catch-up and realigned in line with the traditional gold-silver ratio. In early March 2016, the ratio moved to highs of over 83:1 (the highest... Show More
Palladium prices have fallen 14% during June prompting us to ask whether the prices of the major precious metals are set to converge. By definition, any discussion about convergence implies some prior disparity in performance. Deviations from the average can be large and prolonged. Since the beginning of 2013 (... Show More
Inflation is always a highly polarizing subject amongst economists and conspiracy theorists alike. The later think the data is blatantly manipulated to keep the good folk under control and at ease with the value of their paper currencies, the former think that their inflation calculations need to be adapted regularly... Show More
Impact Minerals CEO Mike Jones offers a good example of the ‘needle in the haystack’ nature of mineral exploration. Every mineral exploration company CEO sounds destined for success. There’s always at least a soil anomaly or geophysical highlight to keep hope alive despite usually slim chances of success. Jones has... Show More
Kerr Neilson, the MD and co-founder of Platinum Asset Management continues to increase exposure to tech stocks - this time it's in Russia. The hedge fund Platinum has just under $6 billion in assets in global equities, half of which is in tech stocks. The most recent 13F from the... Show More
Platinum group metals are breaking out after three years of range trading; ETFS Securities: PGMs: ready to strike back? South African strikes and fears of trade sanctions against Russia have recently buoyed platinum and palladium prices, exacerbating what are already expected to be large deficits in 2014. Strikes in South... Show More