Highest conviction mining calls

James Gerrish

Market Matters

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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5 stocks mentioned

James Gerrish
Portfolio Manager
Market Matters

James is the Lead Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & portfolios open for investment. He is also a Senior Portfolio Manager at Shaw and...

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