Ollie Smith: We all hear talk of the carbon transition at the moment, but what does it mean in practice and in particular for your portfolio? Joining me to discuss three stock picks for this topic is Tal Lomnitzer, senior investment manager in Janus Henderson's Global Natural Resources team.Tal, talk me through stock number one. What are we looking at?
Quote : “Champion happens to produce the lowest carbon footprint iron ore in the world, better than Rio, Anglo, BHP, Vale and Fortescue. That makes it very attractive to consumers…”
CIA Price at posting:
$7.52 Sentiment: Buy Disclosure: Held
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(20min delay)