Australia’s major gold producer NCM has failed to fully embrace the recovery by the precious metal, not a huge surprise considering how often its disappointed the faithful but we feel this is the time to be overweight the stock and sector. It may be a choppy journey but we are targeting a break of last years major highs in both silver and gold over the next 12-months.
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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 NCM and gold
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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)
Daily Podcast Direct from the Desk
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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