Podcast _ Metals & Mining Tracker_ Before & After
standard chartered·2024-10-09 08:05
M Update Podcast | Metals & Mining Tracker | Europe October 4, 2024 08:01 AM GMT Before & After China's policy shift became a pivotal moment for M&M equities, that have been trading at a steep discount relative to the market. We calculate a US$12bn EBITDA 'swing' in M2M 2025 EBITDA pre and post the policy announcement, as commodity prices have rallied. Preferred plays: RIO PLC, MT, NHY, KGHM. Play Audio | --- | --- | |------------------------------------------------------------------------------------------ ...