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As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing. Some of the stocks mentioned here have fallen 80% or more from relatively recent highs, and have fallen off the radar of index... Show More

Patrick Poke

There's no cure for low prices like low prices, and if you're looking for low prices, uranium has suffered some of the lowest of any commodity in recent years. Uranium reached a low of US$18/lb at the end of 2016, a far cry from the US$130/lb it fetched in 2007.... Show More

While results reporting season is a focus this month, the AGMs and general meetings continue, with two notes to cover the range of meetings scheduled to occur this month. The first note available via this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16864 looks at the AGMs for Aristocrat Leisure and Graincorp briefly, with a more... Show More

Gavin Wendt

Uranium has been the most-hated commodity since 2011 - and the Global X Uranium ETF, which tracks global uranium miners, is down by 90% over the last six years. But since the Trump election victory, international uranium stocks have soared by 59%. The market is speculating that the Trump administration... Show More

Today's note has the strikes I've spotted in amongst all of the results notices today, plus the outcomes at Bank of Queensland and Northern Star Resources. You'll find today's note at this link and it was written after markets closed today so will be updated on Thursday for any WA... Show More

John Robertson

After a median share price fall through the cycle of around 80%, hundreds of early stage mining companies can show very strong bottom of the cycle capital gains even without recovering a material part of their earlier losses. Investors should be cautious about inferring a market recovery from such performance.... Show More