Shannon Rivkin covers: FMG, BHP, RIO and more. - The Rivkin Report

In this week’s show

01:50 – Q1: What’s your view on the current mining sector. Particularly FMG, BHP, RIO all three part of the bluechips portfolio. Do you have a view on when the market is likely to turn around (these 3 and the market overall as tracked by QRE ETF)? More specifically… what market/economic conditions should we keep an eye that affect favourably / unfavourably these stocks?

08:41 – Q2: Envirosuite price has dropped from 0.083 to 0.078 on no news. This makes the deal for 0.90 takeover look very good or very risky. What do you think?

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