Good article in the AFR on resources outlook and comments from UBS head of resources Dr Glyn Lawcock

James Marlay

Livewire Markets

Good article in the AFR on resources outlook and comments from UBS head of resources Dr Glyn Lawcock. He expects 2014 to be another tough year for resources but is optimistic for uncrowded spaces such as the uranium sector. It's been three years since the Fukushima disaster in Japan, but there are now more nuclear reactors under construction than there were before the accident. No one's investing, and that's what you look for. I mean, that's what gets us excited as an investor, as a mining analyst: looking for commodities where demand is still growing and there's no investment going in.'' He says if you had to pick a commodity that could double in three to five years then uranium would be towards the top of the list. Full article (VIEW LINK)


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James Marlay
Co Founder
Livewire Markets

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