Has the market gone cold on miners?
We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate. We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this. Sign-up for the Director’s Special Please read our Privacy Policy and Discl...