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Forget what analysts and banks are predicting about Brent Crude - the answer lies in this one chart
Brent Crude has been in the spotlight this month. There's conflict between the analysts and the big banks, on where they expect the price to go. On the one side, many analysts expect the price of oil to hit new highs at $80.68 per barrel. They believe there may be a strain on supply in the next couple of months, due to the US trade sanctions on Iran and the Venezualan crisis. On t... ››› more
[27 August 2018]

Why this platinum miner is bound to fail
Lonmin has been one of the great stories of value destruction for investors. Since my first warning about the company in 2012, it has lost 96% of its value. Simply put - it's been a big one to avoid. Crypto Revolution: How the rise of bitcoin and cryptocurrencies could turn every R2,000 you stake into R980k My warnings on Lonmin since 2012 ... ››› more
[09 November 2017]

Thanks to the weak rand these commodity shares are set to rocket
The rand started out 2017 at 13.78, and quickly strengthened to R12.42 in mid-March. This would've negated strengthening commodity prices world-wide. The price of copper, ferrochrome, gold and aluminium all rose during 2017. But - fortunately for South African producers of these commodities the rand weakened yet again, now trading in the R14 range. And that means all of these commo... ››› more
[01 November 2017]

You need to think twice before betting on a rising oil price again…
WTI Crude oil hit a low of $22 a barrel in early 2016. It then rose for much of the year, ending the year at $53. But since the start of 2017, the oil price is down around 12% to $46.60. So, with the oil price at lows, should you look at investing in the oil sector again? Is demand growing fast enough or is supply still too high? ***************************** Get everyt... ››› more
[21 September 2017]

How the world's fastest growing car producer is shaking up the commodities market
The revolution in electric vehicles set to upturn industries from energy to infrastructure is also creating winners and losers within the world's biggest commodities markets. When Tesla first passed Ford's market cap, it was a big deal. The bigger news came later, when the electric automaker passed General Motors. Now Tesla's technological revolution in electric cars has paid off again.... ››› more
[21 September 2017]

Finally, a great buying opportunity for this gold stock
The gold price in rand terms just hit its highest levels since April this year. It has averaged around R16,400 per ounce for 2017, with a spike to R17,600 in April following Pravin Gordhan's axing. More recently, the rand has weakened following yet another unsuccessful vote of no confidence in President Zuma. At the same time, the dollar price of gold spiked with tensions between the U... ››› more
[21 September 2017]

Palladium: The precious metal nobody is talking about but should be
At times like this, gold and silver typically grab all the attention... And attract all the "safe" money. But there's another metal that could blast past both of these. That's because it has unique physical properties for which there is just no substitute - something its biggest consumers lose quite a bit of sleep over. It's 15 times more rare than platinum... and 30 times more rare than gold. Rea... ››› more
[06 January 2017]

South Africa's deep mines are dying - but these companies are set to profit big time!
South Africa sits with the ‘achievement' of having 8 out of the world's ten deepest mines. While this is clearly an achievement in engineering - it's a problem specifically for our gold mining industry. Production costs have skyrocketed, accidents in the deep mines make it even more difficult to profit. In fact, in the 1970's South Africa produced as much as 80% of the world's gold,... ››› more
[05 October 2016]

Even if you're not invested in mining shares - you need to read this…
Imagine this… The mining sector is in talks with mining minister Mosebenzi Zwane on 25 and 26 April 2016. This comes after the release of the new “Draft mining charter”. In the draft mining charter the minister of mining set new requirements for mining companies in South Africa. You might think this doesn't affect you as an investor. But it does. Even if you're not invested in... ››› more
[27 April 2016]

This hated JSE sector is making a comeback in 2016 - you won't believe it till you see these three shares…
Between July 2015 and 21 January 2016 the JSE's Resource's index crashed a whopping 63.89%. Mining and resource shares all over were crushed as investors clamoured over one another to shout "SELL" harder than their neighbour. But since the end of January 2016, there have been THREE important announcements that spell the end of this downturn. At least for a couple of tiny miners on the JSE. I... ››› more
[04 April 2016]

Two junior miners to ride out the weak rand
The Rand has crashed to R16.70 a dollar. On 30 November 2015 a Bloomberg report speculated the rand could hit R20 to a dollar. Then on 8 January 2016 a Fin 24 report again reiterated the R20 to a dollar level for 2016 and Cees Bruggemans, a well known economist predicts we could see R22.50 to the dollar before 2018! In short, if you're not investing in rand hedge shares you're losing mone... ››› more
[19 January 2016]

The demand for renewables is still growing, here's how you can play it
I recently wrote an article detailing the unstoppable global trends that have made many people billions of dollars throughout history. Just to recap, the trends are energy (renewables), technology, war, healthcare and demographics. I said that these trends have been at the centre of wealth creation since the dawn of time. And as we look towards the future, these trends will continue to gener... ››› more
[07 January 2016]

Why the commodities super cycle is over for now
It doesn't seem that long ago when the prices of commodities were hitting the lights out. But the commodities super cycle is definitely over for now. So why were commodities doing so well? And what's changed? Let's take a closer look… The recovery of commodities Back in 2000, prices of commodities hit historically cheap levels. Take zinc. When you adjust its price for i... ››› more
[30 November 2015]

Commodities may be in a bear market, but there are still opportunities to profit for the savvy investor…
As the global economy recovers from the financial crisis, one sector that is still bearing the brunt is commodities. Commodities are at multiyear lows, but this doesn't mean there aren't opportunities to take advantage of. So where should you look to put your money in the sector? Read on to find out… The woes of commodities It’s not easy to find commodities that a... ››› more
[30 November 2015]

Copper: Why this commodity has further to fall
Commodity prices are at multiyear lows. It's hard to find a commodity which is thriving in the current climate. One commodity to stay clear of at the moment is copper. If the charts are anything to go by, this metal still has a long way to fall. Let's take a closer look at what could lie in store for the metal… Don’t underestimate how far copper could fall The price of c... ››› more
[27 November 2015]

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