MINER'S RIGHT

Mind the spot-market value gap

Share prices should rise, or metal prices should fall, that is the most interesting way of looking at the mining industry in the first few days of 2018 with spot (short-term) commodity prices not being reflected in the prices of the biggest mining companies.

 The gap opening up between commodity prices and equity valuations could represent an opportunity or a hazard

The gap opening up between commodity prices and equity valuations could represent an opportunity or a hazard

Seemingly out-of-kilter situations like that occur regularly, but it's unusual to see leading minerals such as iron ore trading 35% higher than its forecast average for the year, or spot copper 22% above...

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