Widely followed ASX listed miner PanAust Limited deserves credit for successfully developing new mines but is reaching the phase of its life cycle where its...
John Robertson
PortfolioDirect
Widely followed ASX listed miner PanAust Limited deserves credit for successfully developing new mines but is reaching the phase of its life cycle where its value potential peaks and, lacking further organic growth, the company becomes increasingly reliant on higher commodity prices to maintain investor interest. PortfolioDirect/resources (see (VIEW LINK) offers a stock ratings service for financial advisers and corporate subscribers. The rating system is designed to assess the suitability of a resources stock for inclusion in a value oriented stock portfolio. PanAust is one of the four stocks reviewed in this week's PortfolioDirect report. The report highlights the failure of companies such as PanAust to deliver competitive investment returns before beginning to plough extra cash into new sources of growth. The latest report also updates model sector portfolios and views about the cyclical positioning of the resources industry.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
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
Comments
Comments
Sign In or Join Free to comment