Alumina: lower risk, lower prices
Regulatory risk and the risk of capital raise have lowered, but Alumina still faces a tough few years.
Stock Take - Reporting season roundup
Join the team to find out why Gaurav loves jewellery, why plumbing in America has Nick worried and why Graham is keen on brain implants.
Model portfolio trades
The Intelligent Investor Equity Income portfolio is establishing two new positions.
A contrarian's commodity portfolio: Part two
We dive into the five best contrarian mining opportunities on the market.
A contrarian's commodity portfolio: Part one
Buying commodity stocks no longer means buying lousy businesses. In this two-part series, we introduce five high-quality miners that are attractively priced.
Trimming our coverage list
To make room for new opportunities we're ceasing coverage on some stocks.
Three lessons from Alumina
We rightly look for lessons from our mistakes but we can also learn a thing or three from our winners too.
Alumina: when value isn't enough
Industry conditions are improving and Alumina's share price is rising. As our price target approaches, when do we sell?
Alumina: Interim result 2015
Take a quick glance at Alumina's result and you might think the boom is back. It's not.
An exit strategy for Alumina
Alumina's share price has increased as industry conditions have improved. It's time to consider an exit strategy.
Alumina: Interim result 2014
Ignore the result. Industry conditions are finally improving and Alumina's share price is finally recovering.
Alumina: Result 2013
You wouldn't know it from its latest result, but our investment thesis for this part-owner of the world's largest producer of alumina is on track.
Alumina: Interim result 2013
Alumina's full year results were poor and industry conditions remain dire. For contrarians and value hounds, that's perfect.
Alumina: Result 2012
An atrocious result was expected and delivered, but the time to buy is when conditions are bleak. Now certainly qualifies.
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