Like it or Not, Hybrids Are for Real
In my quest to dig up (pardon the pun) the best ideas in mining, I spent Thursday at the Byron Capital "Electric Metals" conference in Toronto. Building on my earlier report from the BMO Mining Conference, I am looking for non-correlated resources plays that can benefit from some combination of economic growth, inflation and exceptional end-market demand pull. In general, resources are sputtering at the moment as concerns of slowing growth in China (a huge importer of metals and other raw materials) dampen investor enthusiasm.
I zeroed in on this excellent conference because the center of attention here constitutes the "minor metals" that are more correlated with their end-market uses than they are with the economy at large. This conference concerns itself with uranium, rare earths and graphite -- not coal and copper. The conference is hosted by Jon Hykawy, a brilliant critical thinker about the space, and his exceptionally smart colleague Jonathan Lee....500 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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