Month: July 2020
Newcrest Mining (NCM) +1.93% Out with their FY20 and June Quarter production and sales scorecard today and the numbers were good. While they didn’t announce FY21 guidance (they will do at FY results next month), todays result showed that NCM, like OZL yesterday has turned the corner in terms of operational issues and can now […]
Oz Minerals (OZL) +4.24% The rally continued for OZL today on a strong set of June quarter production numbers, the short take is that operations are running well with FY20 guidance upgraded on better copper and gold output from their Australian assets. Future growth comes from continued ramp up at Carrapateena which is progressing well […]
Really bullish, there's more to go in the reflation rally
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