Latest Commentary




On valuation, AGL looks cheap and the demerger should be positive for the stock. My view is that it’s long past a sell. Here are the reasons I think it’s in the ‘buy” zone for long-term invest..

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Nickel is in a great position as the world intensifies its efforts to “decarbonise”. The metal is a crucial component in producing stainless steel, and is a vital constituent in lithium-ion batter..

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