Via UBS:
3 days in Perth with 14 corporates; Perth is cautiously optimistic
Last week, we travelled to Perth to catch up with 14 corporates ranging from S32 & FMG to the gold & nickel miners and as well as the mining service providers & drillers. We have come away from Australia’s mining capital with a sense that the city has seen the bottom of the cycle and that optimism may not be too far away.
