Highest conviction mining calls
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Yesterday I sat down with Peter O’Connor, our Resource Analyst at Shaw and Partners. According to Bloomberg rankings, Peter is the No 1 rated analyst for BHP, RIO, Alumina (AWC) and Independence (IGO) – so his views clearly hold weight.
We talk briefly about BHP and why his bullish $40 call will come to fruition before dilling down into his highest conviction calls right now. We finish with his views on potential takeover targets.
Disclosure
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James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale investors.
James is also Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & six portfolios open for investment.
5 stocks mentioned
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
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