The new year begins on a very promising note, with the performance of our stock selection for the month of January is +16%. It is important to note that the uranium mining sector has shown a notable outperformance compared to the MSCI index over the past three years, regardless of the period considered: % ...Read More
So, what is litigation finance and why is it gaining momentum today? In a world where the financial markets are crumbling, inflation is rising and a recession is looming, resorting to uncorrelated alternative investments is rising in popularity. Quite unheard of until today, litigation finance fits the bill. Litigation finance, otherwise referred to as litigation...Read More
The material bronze was so essential to the development of human civilization that there is a whole epoch called “The Bronze Age” by historians and anthropologists. The academics put the Bronze Age as running from 4500 BCE to around 1400 BCE, followed by “The Iron Age.” Bronze is not a naturally occurring metal – it...Read More
Transition énergétique : le déclencheur du cycle haussier des métaux de base Les matières premières connaissent un important rallye depuis le début de l’année, et les métaux de base tout particulièrement. A première vue, l’équation repose sur deux évolutions inexorables. D’un côté, l’aspect économique : les énergies solaire ou éolienne deviennent désormais moins chères que les combustibles...Read More
Urban mining combines technology, resources and environmental policies The three year old smartphone that you threw away did not disappear. When you replaced the 56 inch television screen with the 72 inch, the old screen didn’t evaporate, either. Those small items, combined with millions of other individual disposals, make up a growing global mountain of...Read More
Fund Selection process across Europe Criteria, ratios and soft skills necessary to pick an investment fund Press article: RankiaPro, Ed. 5 – March 2021, page 31 Texte: Our vision of selection and distribution for third parties involves exploring niche markets, in order to rigorously select the most promising international fund managers whilst instilling long-term vision...Read More
Palladium Prices To Remain Strong Palladium prices continue to stay strong. What was long platinum’s “poor relation” remains priced well above $2000 per ounce, while platinum sells for less than $900. The two metals, along with nickel or copper or both, are found together. Generally, southern hemisphere producers, such as South Africa, have higher platinum...Read More
Cher Partenaire, Le très attendu Energy Outlook de BP vient d’être publié. A ce stade, les énergies renouvelables sont gagnantes mais à court terme, les titres uranifères devraient suivre. Trois scénarios ont été envisagés pour illustrer la trajectoire de la transition énergétique d’ici 2050. Le premier (Rapid Transition) repose sur la mise en application de...Read More
Summary and recommendation Palladium One (TSXV:PDM) is an exploration story that has been largely overlooked by the market. With its main projects in Finland, and a secondary nickel/palladium area in Ontario, Canada, the share price has not kept up with the value metrics, and so represents, as of the end of August, 2020, an interesting...Read More
There Is a Lot of Bullion Being Talked About the Value of Gold Not for the first time, a quote from the late 19th century banker John Pierpont Morgan popped up in a presentation by a gold advocate, it went “Gold is the only money – the rest is credit.” The quote was dated 1913,...Read More
