Oakoff Investments profile picture

Vale: Poised To Benefit From Russia’s Supply Cut And China Reopening (NYSE:VALE)

Nerthuz/iStock via Getty Images


The last time I wrote about Vale S.A. (NYSE:VALE) was on March 1, 2022. Since then, as you probably know, a lot of interesting events have happened in the world that has somehow influenced my thesis – so after many months of silence, I