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Articles tagged as "Anglo American"

The benefits of being counter-cyclical in a cyclical world

By Rory Kutisker-Jacobson on 24 Oct 2017

“Prediction is very difficult, especially about the future.” – Niels Bohr. In cyclical industries, understanding where we  are in the cycle and acting...

How things change

By Andrew Lapping on 31 Dec 2015

Global mining businesses have had a remarkable fall from grace over the past 18 months. Talk has moved from a 20-year supercycle and commodity shortages to...

The nature of contrarian investing

By Duncan Artus on 31 Dec 2012

The average investor cannot avoid being bullish at market tops and bearish at bottoms. This produces periods of speculation and panic within the normal up an...

Anglo American: Getting what you pay for?

By Rory Kutisker-Jacobson on 31 Dec 2011

As contrarian investors we are always on the lookout for assets which we can buy for less than our estimate of their intrinsic value. As a result, much of ou...

An alternative view of commodity demand and supply

By Mark Dunley-Owen on 30 Jun 2011

In Quarterly Commentary 1, 2011 Sandy McGregor discussed how high commodity prices are being supported by the mining sector's inability to keep pace with...

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