A glance through the latest expert views and predictions about commodities with more sector reviews post Australian reporting season, a list of conviction ideas and some adjustments to commodity price forecasts.
A glance through the latest expert views and predictions about commodities with updates to commodity price forecasts, views on copper, nickel, platinum and oil and a look at Europe’s influence on demand and valuation measures.
The sub-US$50 level for spot uranium has finally sparked some buying interest in a thin market.
A disappointing full year profit result from Paladin has seen brokers remain divided on the outlook for the stock.
No sign of a cavalry under US$50/lb as spot uranium continues to slide.
Uncertainty and low volumes see the spot uranium price continuing to drift lower.
Lack of buyer interest, as predicted, saw the spot uranium price fall further last week.
Weekly update on recommendation, target price, and earnings forecast changes.
Spot uranium was lower last week but only marginally in the face of renewed global economic fears.
The spot uranium price finished July up slightly on June.