Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
Last year, BHP’s aborted takeover of Anglo American fired the mining M & A starting gun. The recent news of merger discussions between Rio Tinto and Glencore was the loudest shot heard in the industry thus far. The flurry of M & A activity by the miners has confirmed the Rabid Capitalist’s declaration in 2023 that minerals would become the dominant centenary trend of the natural resources world. The pleasure associated with being correct is compounded exponentially by our mining portfolio’s (BHP, RIO and VALE) current returns and bright prospects.
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