Monthly Archives for February 2021

Top global mining analyst Peter Major on ‘ferocious’ commodities bull run: gold, uranium, iron ore, coal, platinum

23 February 2021 Should you invest in mining companies? What will change the bull run? AngloGold Ashanti has never been this cheap, notes Peter Major, director of mining, at Mergence Corporate Solutions. Stock-picking is called for, he says. Don’t buy the index. He sets out how one piece of legislation could change shortage of supply..

BAT shares fall almost 7% on weak 2021 guidance

18 February 2021 Peter Takaendesa, the head of equities at Mergence Investment Managers, said the results were largely in line with market expectations and the company’s 2021 guidance was a bit softer than expected due to expected headwinds from a stronger British pound, its reporting currency, and ongoing Covid-19 impact.