Derek Hamill - Zimtu Capital

Derek Hamill, Research and Communications for Zimtu Capital, provides long-term outlooks for various commodities and updates on key internal portfolio holdings.

Diamond exploration in Canada: Opportunity knocking or a fool’s errand?

Zimtu expects diamond exploration, development to materially increase over the medium term.

The North American rare earth landscape

Investors and analysts should not conclude recent losses incurred by Molycorp, or Australia’s Lynas are synonymous with the entire REE industry.

The value of project generators in a low probability industry

Project generators operate in different markets and stages of project development. Risk profiles vary considerably; leading to diversification within the universe.