The Resource Speculator
RespeculatorSpeculating in the volatile world of natural resources
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 19 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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theresourcespeculator.substack.comLatest Issues
A Royalty Rerate
In my last piece (“Capturing the Arb”) I wrote about a company (South32) that has undergone a major portfolio transformation and how despite now offering investors clean exposure to future facing commodities in tier 1 jurisdictions it was y...
Weekly Watchlist
1. Metals AND miners awaken
Resource speculators across the globe rejoiced this week as the metals complex (and importantly the miners) rose in tandem. Precious metals including PGM’s, gold and silver all look to have broken downtrend...
Weekly Watchlist
A few things I’m watching….
1. Metals prices versus miners divergence
I’m glad I’m not the only one to notice how weak some of the miners are trading relative to underlying commodity prices. Copper is approaching all time highs, zinc...
Trade update on Aussie Refiners
I wrote a note on the oil refining space at large and taking a small punt on the Aussie refiners two weeks ago - you can read it here A crack-up boom.
A few pieces of news have dropped in the past few days that relate to this trade…
1....
Capturing the Arb
There’s a lot of quirks in how mining and mining related companies get priced by the market. Investors ascribe premiums or discounts to companies based on a number of factors/preferences including the commodity they mine, the exposure they...
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| Subscribers | Engagement | 81 | Monthly Web Visits | ||
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