Alessandro Bruno

About Alessandro Bruno

Alessandro Bruno holds a BA, MA. He has worked for the United Nations in Libya and specialized in Middle Eastern, African, and South American affairs. Alessandro has worked as an industry analyst, lived and worked abroad extensively and is fluent in English, Italian, Spanish and French with a working knowledge of Portuguese, Arabic and German.

Flake Graphite, bubble or not, the risk is greater for those betting against

6a0120a6002285970c016769409b3f970b-320wi Australian graphite stocks have experienced a veritable boost in the past few weeks as many more companies have joined the graphite industry in expectation of much higher demand for Lithium-ion batteries (which, despite their name, use more graphite than lithium). Including China, the graphite sector now includes eight countries and there are promising resources being developed in Canada, the USA, Madagascar, Sri Lanka and Sweden among others. Naturally, there are concerns – and justified ones – that nobody knows where the volume of graphite demand will be heading in the future. Indeed, the graphite market is not all that big…

Shares of Largo Resources hit record high in expectation of the start of production

Night shot - kiln & leaching branded Canada’s Largo Resources (‘Largo’, TSXV: LGO) is about to launch production at the largest vanadium mine in Brazil and the first vanadium mine of the Americas. It is located in Maracas, Bahia state. With an estimated investment of over USD$ 550 million, the mining company will have an initial capacity to produce 9,600 tons of vanadium oxide annually at a cost of about USD$ 5.50 to USD$ 6.00 per kilogram. This means that the Maracas Vanadium will be the lowest cost and highest vanadium content mine in the world. The state of Bahia, in turn, will become the largest supplier of…

The global consequences of China’s higher than expected debt

China has recorded 250% debt according to Standard Chartered estimates. This figure, which essentially means that debt is 2.5 times greater than the size of its economy, suggests that China has also found it difficult to reconcile growth with ‘bubbles’. The 250% debt figure is not distressing in itself; what has raised economists’ concerns is the speed with which China’s debt level has risen: the ratio of debt to GDP in the second largest economy in the world was 251% in June 2014, while it stood at 147% at the end of 2008.  Such an increase in the ratio between…

Failure of ‘Hard Assets’ mining conferences suggests new business model needed

Email_Invite copy The ‘Hard Assets’ conference development company, more recently known as the Metals & Minerals Investment Conferences, announced that as of July 16, 2014 they have suspended their schedule of events indefinitely. Some blame poor shows in the past few years, which then saw mining companies become less interested in participating. Hard Assets was most recently managed by the Summit Professional Networks. The ‘void’ will be filled by Euromoney Institutional Investor, a London listed financial publishing and event organizer, which has acquired the famous Cape Town Mining Indaba, an event held annually in February that rivals, in scope and size, Canada’s…

Global economic consequences of the Malaysian MH17 crash still to come

The crash of Malaysian Airlines MH 17 in Ukraine, beyond the all too human tragedy, has also raised market risks worldwide especially as far as the energy and banking sectors are concerned. Stocks dropped some 2-3% in worldwide trading on the day of the crash, July 17, only to recover – somewhat cynically – on the next day; however, as might have been expected, the Russian markets reacted differently. The Ruble dropped 5% and stocks some 2%. Meanwhile, the conditions for improvement do not exist. The crash of MH 17, regardless of who is ultimately found responsible, has only served…

Graphite investors very confident in Triton Minerals ultimate success

Triton Minerals (ASX: TON) published exceptional results from the Nicanda Hill prospect at its Balama North graphite project in Mozambique last May. Triton’s property sits adjacent to Syrah Resources’ Balama graphite deposit, which is said to be the world’s largest. One of the highlights is a 220 meters long continuous mineralization, which promise even larger exploration targets than at first thought. Triton’s potential, therefore, is far greater than expected and 2014 could be a very exciting year. Investors, including institutional ones, have taken notice such that Triton has managed to obtain a ‘single tranche’ 17 million placement of fully paid…

TRER’s Anthony Marchese talks Molycorp, Jack Lifton and on Round Top’s Heavy Rare Earth Project

Marchese-Anthony-TRER July 18, 2014 -- Tracy Weslosky, Editor-in-Chief and Publisher of Investor Intel speaks to Anthony Marchese, Chairman of Texas Rare Earth Resources Corp. (‘TRER’, OTCQX: TRER) about the state of Molycorp as well as TRER’s world class deposit (including beryllium and a 70% heavy rare earth concentration)  with outstanding infrastructure in Texas at the Round Top rare earth minerals project. Anthony suggests that as Molycorp’s share price continues its steady decline, in the last several days there have been many rumors that “there are entities that are acquiring Molycorp’s bonds in the expectation that the Company will experience a significant…

New PotashCorp CEO shows confidence in ‘price over volume’ strategy

PotashCorp On July 1, Jochen Tilk formally replaced outgoing Bill Doyle as the CEO of PotashCorp. Doyle headed the Saskatchewan based PotashCorp for 15 years, adopting a rather bombastic style, which made potash a household word in North America. Doyle was also a proponent of the ‘price over volume’ market strategy that helped raise potash prices to unprecedented heights in 2008-2009, which have remained on the high side despite a notable drop from their USD 900/ton peak.  This decision may soon prove its validity because there have been several indications that a re-establishment of the Russian/Belarusian potash pricing cartel BPC (Uralkali…

Uncertainty at Molycorp and strong developments at Tasman, Northern Minerals and Alkane Resources

Weslosky-Lifton July 17, 2014 -- Tracy Weslosky, Editor-in-Chief and Publisher of InvestorIntel speaks with Jack Lifton, Founding Principal of Technology Metals Research (TMR), LLC talk about the state of the rare earths sector, starting with Molycorp (NYSE: MCP). Molycorp has been using up cash at an alarming rate and it may well have to restructure and re-finance to survive. Nevertheless, Molycorp still has sufficient cash to be able to pursue new suitors, according to Jack, and this makes them a target for the ‘turnaround artist’. Jack says that he expects much activity at Molycorp but not the kind needed “to produce…

Great Lakes Graphite enters the graphite party late, but will be a major contender in the race to production in NA

Gorman-Paul-GLK July 16, 2014 - Tracy Weslosky, Editor-in-Chief and Publisher of InvestorIntel speaks to Paul Gorman, CEO and Director for Great Lakes Graphite (‘Great Lakes’, TSXV: GLK) about what he says is the next great graphite company to prepare for production in North America. Paul’s confidence comes from the fact that “we've spent the last seven years understanding the market, understanding what customers want and most importantly having a great deposit that will be able to supply an immense amount of flake graphite to North American customers as well as the area right around the Great Lakes. And that's why we've…