This week Investor Ideas spoke to Paul Adams, an analyst with the brokerage firm DJ Carmichael in Perth Australia. Given the excitement with junior mining companies in Australia lately, I thought it would be worthwhile to recount the interview here. For full interview details visit: http://www.investorideas.com/news/2014/mining/11031.asp. In regards to the Australian mining sector, particularly when […]
What’s Next For Norilsk Nickel?
I have brought up on this blog the new strategic plan from Russia’s Norilsk Nickel regarding it’s focus on large scale assets and limiting it’s engagement with smaller scale projects (hence the sale of their Australian assets to Poseidon over the last couple months and recent sales of African assets to BCL). Knowing the change […]
Riding Out The Storm
This is a follow-up from my last post regarding the impact of sanctions on large companies in Russia. I was reading the other day, not about the impact that sanctions are having on Russian companies, but of the lack thereof. Large Russian companies seem little deterred by sanctions from America and the European Union and […]
The Rise of the Hong Kong Dollar
There has been a lot of discussion in the news lately about the rise of the Hong Kong dollar and its relationship to sanctions in Russia. Here I will try to make sense of some of this news in layman terms for those on the net that this reaches. Thirty one years ago in the […]
New Strategy and sale of Australian Assets
New Strategy and Sale of Australian Assets In early July Norilsk Nickel announced the sale of its Black Swan and Silver Swan assets in Western Australia to Poseidon Nickel, an Australian company. This is both a lucky break for junior player Poseidon Nickel and a strategic move for Russia’s Norilsk Nickel. Poseidon Nickel was […]