Can we overcome our China reliance? (Todd Warren Interview)

Can we overcome our China reliance? (Todd War...

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When Technology Outruns Commodities (Alex Turnbull)

Alex Turnbull once sent an out-of-work Mongolian translator with a drone to the Chinese border to count coal trucks.Two years ago he told us data centres were the new EVs, and that silver could get very silly. It was $28 at the time. It hit $100 in January.The former Goldman spec ...  Show more

10 Special Situations (ASX Small Caps)

We went hunting for value disconnects with a clock ticking and came up with 10 special situations in ASX small cap resources.Some are textbook merger arbs, some are cash boxes the market refuses to count, and a few are special situation adjacent at best. Along the way there’s a g ...  Show more

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