To go for growth or batten down to conserve spending is the strategic dilemma confronting the resources companies attending Mines and Money in Melbourne and...
John Robertson
PortfolioDirect
To go for growth or batten down to conserve spending is the strategic dilemma confronting the resources companies attending Mines and Money in Melbourne and the topic most widely discussed in the corridors. The companies are splitting off in either direction knowing that they are taking life and death decisions. Of course, turning points always occur when confidence has hit rock bottom. The balance of views being expressed by investors here is definitely bullish - the best buying in a decade has been a common sentiment - but this is a very biassed sample. The number of investors at Mines and Money is down on previous years. The most typical viewpoint about the sector is not really represented and even those that are expressing interest are still worried that whatever they buy could be cheaper before valuations eventually improve.
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John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra. Since being Australia's top-rated commodities analyst and chief economist at one of Australia' leading stockbroking firms, he has advised companies across the mining, consumer products, IT and biotech sectors on their equity market relations. He leads the firm's investment evaluation and security structuring activities on behalf of the Australian Small Scale Offerings Board (ASSOB), the world's first equity 'crowdfunding' investment platform. John Robertson discusses the interaction of mining and investment markets in his weekly 'From the Capital' column in Mining Journal.
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John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
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No areas of expertise
John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
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