24 June 2022
On 23 June 2022 MCR announced that it had received its first payment from nickel concentrate sales for FY22 of 1,003t (vs 962 BPe).
20 June 2022
Our analysis of YTD wholesale, retail and export pricing for CGC suggests reasonable pricing outcomes across most categories, with our Buy rating remaining unchanged.
2 June 2022
In the latest ETF Report we discuss if there is value in fixed income, with a combination of a hawkish Federal Reserve and a developing conflict between Russia and Ukraine elevating commodity prices, recalibrated interest rate expectations and spiralled financial markets.