Highest conviction mining calls

James Gerrish

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.

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Medium screen shot 2016 01 12 at 2.25.34 pm

James Marlay

great information.

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