PortfolioDirect Weekly Investment Report

John Robertson


Kidman Resources (KDR:AU) and Sumatra Copper and Gold (SUM:AU) have both produced their first gold recently. They now both run modest sized operations reflecting pressures on the industry to start small and grow from internally generated cash. Both show evidence of being able to expand their resource base to add years or annual production. The approach reduces the prospect of a dramatic price response to the commencement of production. On the upside, however, the ‘starting small’ strategy underpins a longer term value appreciation which is often hard to find in the sector and, at the right price, can offer attractive investment returns. PortfolioDirect rating reports on these two stocks have been published and can be accessed through the latest weekly investment report: (VIEW LINK). The report also highlights the increasing evidence (typical of a cyclical bottom) of large cap stocks giving up the comparative return advantage they had enjoyed through the cycle, until recently.


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...


No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.