By Our Man in Oz Minews. Good morning Australia, how did your market start the New Year and more importantly how will it continue? Oz. The start was better than most people expected and if the Aussie dollar keeps falling, the outlook could also be brighter than was expected a few weeks ago. Minews. Tell…
By Amy McLellan A frustrating end to the year for Independent Power Producer Rame Energy plc, the AIM newcomer which had been gunning to have its first two wind projects operational by year-end and just nine-months since its IPO. The frustration comes from the fact that the small cap renewable energy company had been on…
By Martin Clark TSX-listed Bengal Energy has some production assets on its books in Australia’s Cooper Basin, a known hydrocarbon province, plus some high potential exploration projects onshore India. That’s always a good balance: some oil flow to keep the bills paid, and the prospect of a lot more of it to come. And it’s…
By Eithne Treanor The oil market closed the year below US$60 a barrel, a far cry from its midyear peak and almost half it’s trading price this time last year. It’s been five years since we last saw the average oil price below US$100 a barrel. According to Neil Atkinson, head of analysis at Lloyd’s…
By Our Man in Oz Minews. Good morning Oz, your market seems to have performed well in the closing stages of last week. Oz. It was a reasonable ending after a few torrid days during which we were buffeted by the same forces which sent markets around the world on a bit of a wild…
At the beginning of the year we wrote this piece here at Titan – http://www.spreadbetmagazine.com/blog/titan-investment-partners-why-were-backing-the-mining-sector.html expressing our views as to how undervalued the mining sector is. The chart here, which is the primary proxy for the global commodities basket, caught our eye this weekend. We can see that the commodities spectrum is at its highest…
Regular readers will recall our feature on “Attempts to Corner Commodity Markets” back in February of 2013 (see here on page 12 – http://issuu.com/spreadbetmagazine/docs/spreadbet_magazine_v13_generic) and our coverage of one “Dr Copper”. Recent news reports of a large buyer hovering up almost all the physical copper in recent weeks has us wondering – is Dr…
I know we have the charting equivalent of a man crush on the Baltic Dry Index (BDI) at the moment, but it is such an important chart for anyone with the slightest interest in the health of the mining sector. And as regular readers of SpreadBet Magazine will know, if we have a bit of…
By Investment Contrarians To put it mildly, natural gas simply doesn’t get as much attention as crude oil, or even gold. Mr. Speculator, my good old friend, once said, “Why would you want to even bother looking at it? The prices have collapsed and have been ranging for years.” It’s certainly true that natural gas…
The rally in commodity stocks looks like it has legs! Prices of raw materials have taken a bit of a dip in the last week, but the Baltic Dry Index (BDI) has suddenly soared. The BDI is issued daily by the Baltic Exchange, based in London, and measures the utilisation of 23 of the…
