MARKET MATTERS & LIVEWIRE
Key Commodities – Where to from here?
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THURSDAY 7, OCTOBER 11:30 AM
Iron Ore prices have halved, Coal prices have doubled, Uranium is finally back on the radar while future-facing commodities such as Lithium & Nickel continue to attract attention. There is clearly a lot going on in this space and to unearth the opportunities in what some are calling a new commodity supercycle, Portfolio Manager James Gerrish is joined by analysts Peter O’Connor & Michael Clark from Shaw & Partners.
The team will discuss:
- Where to for Iron Ore – are BHP, Fortescue (FMG) & Rio Tinto (RIO) oversold?
- Energy markets focussing on Oil, Coal & Uranium – what stocks to own as prices continue to rally?
- Future facing commodities that include Copper, Nickel & Lithium – the world is moving to renewables, what commodities get us there?
- Gold & Gold Equities – value or value trap?
- The teams' top picks to buy here and now
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