Copper has been a standout in the recovery by the commodity prices over recent sessions, the industrial metals has already recovered 9% from its August low. We are looking for ongoing strength to ultimately break $US500/lb into 2022, assuming we are correct a great read through for the Resources Sector and in particular stocks such as OZ Minerals (OZL).
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM remains bullish the Resources Sector
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MM’s favourite copper play, COPX or WIRE?
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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