Our guest on the Morning Mail today is Evans and Partners Senior Research Analyst Cathy Moises.
In line with the broader market, the companies within the Resources Sector that Cathy covers have seen a recent retracement in prices. Cathy briefly reiterates her current preference from within this group of companies – Oz Minerals Ltd.
Separately, Cathy covers the recent consolidation within the metals sector including the reason why she believes this is taking place. We close with comments on companies under Evans and Partners research coverage that have the potential to participate in this activity.
