Chris Berry Sees “Asymmetric Opportunities in the Mining Space”

In a note from the Disruptive Discoveries Journal, Chris Berry recounted a recent trip to an investor conference in Hong Kong. While the analyst saw investors there – and elsewhere – searching for a turn in the markets, he reaffirmed his positivity on the energy metals sector and offered some optimism for investors regarding the resource space in general.

As quoted in the publication:

Some might think that flying so far to get a feel for a market that has been under relentless pressure for the past couple of years as unwise or foolhardy. Jet lag aside, I disagree.

While it is clear that the “turn” we’re all searching for is elusive and will happen much more slowly than many would like, what I realized was that there are a number of asymmetric opportunities in the mining space and positioning for them now is what will generate the above average returns in the future. While major mining companies continue to shed assets and the junior space reluctantly consolidates, any patient investors should see this for what it is: an opportunity to selectively purchase assets cheap on an absolute and relative basis.

Click here to read the full note from the Disruptive Discoveries Journal.