This week's PortfolioDirect/resources investment report rated four companies: Discovery Metals (DML), Blackthorn Resources (BTR), Cape Lambert Resources (CFE)...
John Robertson
PortfolioDirect
This week's PortfolioDirect/resources investment report rated four companies: Discovery Metals (DML), Blackthorn Resources (BTR), Cape Lambert Resources (CFE) and Bauxite Resources (BAU). Of the four, Bauxite Resources is the only one to stand out at the moment as having a potentially world-class development, with extensive tenements adjacent to those of Alcoa and BHP Billiton in the southwest of Western Australia in what has proven to be a global hub for the mineral. There are a couple of flies in the ointment, so no need to rush, including a threat of legal action by a class action funder. It also needs to lock in rail and port arrangements but does have multiple choices with Kwinana, Bunbury or Albany all options. The PortfolioDirect ratings are available to assist investment professionals in advising their clients. The latest monthly ratings summary (for November) can be downloaded here: (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.
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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