PortfolioDirect Rating Reports
John Robertson
PortfolioDirect
PortfolioDirect rating updates have been published recently for Orocobre (ORE:AU), Danakali (DNK:AU) and Australian Vanadium (AVL:AU). Each of these companies is out of the mining mainstream insofar as they are seeking to develop assets that do not rely directly on Chinese or global economic growth. Orocobre and Australian Vanadium are tapping into changes in battery storage technologies. Danakali is looking to supply fertiliser raw materials for the global agriculture industry. Danakali and Australian Vanadium are in the late stage of Phase I, the riskiest part of the industry development cycle. The Orocobre rating has been downgraded because missed production targets have had a detrimental impact on valuation, the key determinant of a rating for a Phase II company in the PortfolioDirect framework. (VIEW LINK)
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John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra. Since being Australia's top-rated commodities analyst and chief economist at one of Australia' leading stockbroking firms, he has advised companies across the mining, consumer products, IT and biotech sectors on their equity market relations. He leads the firm's investment evaluation and security structuring activities on behalf of the Australian Small Scale Offerings Board (ASSOB), the world's first equity 'crowdfunding' investment platform. John Robertson discusses the interaction of mining and investment markets in his weekly 'From the Capital' column in Mining Journal.
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John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
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