Roger Bade the mining analyst at Whitman Howard has called both metals prices and the mining sector very accurately. That is to say he has been bearish. And in his quarterly review he remains bearish. Those tempted to bottom fish might want to have a quick look at his report out today before getting too enthusiastic.
The report covers the outlook for most metals but also a few company specific comments as well as a note on the worsening political situation in Mozambique – watch out Kenmare Resources (KMR). Roger writes:
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