Tim Treadgold: 3 of 8
MINER'S RIGHT
March-quarter reports appear meaningless
Investors will focus on the outlook within quarterlies as C19 makes results almost irrelevant
14 April 2020
MINER'S RIGHT
Could everyone be underestimating the future gold price?
Inflation will come as money hits the real economy but federal bankers aren't able to raise rates
06 April 2020
MINER'S RIGHT
Tale of two curves: costs and COVID-19
The effect of the virus on demand is constant but its effect on the cost base is variable
30 March 2020
MINER'S RIGHT
Signs of an oversold market
US dollar strength and China's demand dominance could mean sharp recovery for miners
23 March 2020
MINER'S RIGHT
Simandou: Groundhog Day
Rumours of another push to get the iron ore deposit developed are like to come to nothing
09 March 2020
MINER'S RIGHT
The changing fortunes of battery metal producers
The return to form of LFP batteries reminds investors the EV story remains a work in progress
23 February 2020
MINER'S RIGHT
Glencore without Glasenberg (and perhaps coal)
A merger with fellow major Rio Tinto could be the end result of spearhead's retirement
17 February 2020
MINER'S RIGHT
The widening gap between Barrick and Newmont
Corporate and political risk holding Bristow back from realizing his goal
10 February 2020
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