Investment Themes
Primer on my investment outlook
Expanding on the these of a bull market in raw materials, I look to invest in mining/agri companies or equipment suppliers. Clearly prices of raw materials drive the prices of the first type and the flow of investment/IPO money drive the prices of the second type. I prefer mining service companies because these pick up later in the cycle.
My current investments are in
Antares Energy 10% w FV 2$
AZZG.AX @ 1.879
Brandrill 8.5% w FV 0.05$
BDLG.AX @ 0.031
Sherlock Bay Nickel 12% w FV 0.20$
SHNG.AX @ 0.138
To understand :-
Antares Energy 10% w FV 2$
AZZG.AX @ 1.879
means
Antares Energy 10% Convertibles with Face Value 2$ with Yahoo Sticker Symbol AZZG.AX bought 1.879 per unit.
And so on.
Expanding on the these of a bull market in raw materials, I look to invest in mining/agri companies or equipment suppliers. Clearly prices of raw materials drive the prices of the first type and the flow of investment/IPO money drive the prices of the second type. I prefer mining service companies because these pick up later in the cycle.
My current investments are in
Antares Energy 10% w FV 2$
AZZG.AX @ 1.879
Brandrill 8.5% w FV 0.05$
BDLG.AX @ 0.031
Sherlock Bay Nickel 12% w FV 0.20$
SHNG.AX @ 0.138
To understand :-
Antares Energy 10% w FV 2$
AZZG.AX @ 1.879
means
Antares Energy 10% Convertibles with Face Value 2$ with Yahoo Sticker Symbol AZZG.AX bought 1.879 per unit.
And so on.
posted by anmol at 3:24 PM
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