The seeds of an embryonic resource sector rejuvenation that were sown last year, show every indication of being maintained throughout 2017.
The gold price has been one of the mainstays of the sector’s recovery and it continued to perform solidly on the back of Trump-related uncertainty. We have also seen sustained recoveries in the prices of base metals copper and lead, with zinc the clear standout. All this, along with the continuing interest in the so called “battery” resources – lithium, graphite and more recently cobalt – has provided fertile ground for equity investors.
A review of 2016 and forecasts for 2017 are covered in this second “Blue Book”, which also covers the + 60 companies that attended the 121 Group’s recent Cape Town Conference.
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Download the Latest Bluebook report, by Independent Investment Research.
