Australia's largest stock trading and investment forum Australia's #1 stock forum

XSO

Click for more information

0.61%

3,093.8 s&p/asx small ordinaries

Spot on. So I just bought the f'n lot. .

First 13043 Last

Share
Profile

Follow
skara

2,863 Posts.

26

27/07/18

18:32

Post #: 34600624
Share

Originally posted by Anton Chigurh ↑

It's a quirk of investment markets that the biggest performers in a complete cycle for a given mineral are often not the larger names, closer to production but the speculative name that is most unlikely to get to production. But those gains don't usually flourish till the 2nd half of the cycle or so. Agree that in the early parts of a mineral upswing the producers or near-term producers should move first.

Rough order maybe something like: Low cost producers, High cost producers, Low cost near term producers, high cost near term producers, low cost with BFS, high cost with BFS, high grade with JORC only, lower grade with JORC only, explorers with no JORC. Then there's the management, broker and register factor, which can skew things quite a bit, especially for smaller mc names.

In summary. May as well get the dartboard out to predict which stocks do the best and worst

Expand

Spot on.

So I just bought the f'n lot.

.

XSO Value at posting: 2,866.3
4 Upvote

0 Great analysis

Reply

Top Stories

POL

Polymetals finalises acquisition of Endeavor silver-lead-zinc mine in NSW's Cobar Basin

AVH

Avita boosts skin restoration product portfolio with 'dermal matrix' – a kind of next-level gauze made of fake skin

WCN

White Cliff wraps up Canadian fieldwork programs – 'visually confirming' a slew of minerals

LML

Lincoln repositions Kookaburra for low-cost graphite delivery

MAG

Magmatic defines 6km copper trend with grades of up to 6.5% at NSW prospect

There are more pages in this discussion • 1,979 more messages in this thread...

First 13043 Last

Add XSO (ASX) to my watchlist