Gold Mountain - PNG porphyry mineralisation identified

Mark Gordon

Recent times have seen a number of porphyry copper-gold gold discoveries by junior to mid-tier explorers, with the most advanced being Xanadu (ASX: XAM, TSX: XAM) with their Kharmagtai and associated discoveries in Mongolia, and Solgold (LSE: SOLG, TSX: SOLG) with the Cascabel Project in Ecuador. In addition, Sunstone Metals... Show More

Santa... where are you?

James Gerrish

The market continued to feel ‘heavy’ today even though US stocks rallied hard from their intra-sessions lows overnight. The morning session was okay in Oz however once again it seemed like bigger players were simply sitting on the offer hitting large cap stocks that tried to rally. The bulls will... Show More

Successful small cap investing: it pays to invert

Liam Donohue

The listed Australian small companies’ market is known for its significant capital growth, wealth creation and most importantly the fostering of innovative emerging businesses. It is the birthplace of many of Australia’s largest companies including names such as, Flight Centre and TPG Telecom. Show More

Nothing terribly wrong

Marcus Padley

I run a fund. The recent 13.2% fall in the ASX 200 has caused us all to do some hard thinking. You have to decide, is this the start of a long bear market, or is it an opportunity? Whilst clearly talking my own book as a fund manager, I... Show More

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Stephen Cocker

Thanks Marcus,as usual wise advice.

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malcolm evans

Marcus.. not along ago your notes were using a submariner analogy about technical trends and the outcome was sell 50% if the us market was down x% in a day and if it happened again then [...]

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Sarah Walton-Belcher

Great article and very reassuring for a new investor like myself who has never experienced a correction before.

Macau casinos - overshot?

PM Capital

Like many companies exposed to China, the share prices Macau casinos like Sands China, MGM China and Wynn Resorts have been volatile. Kevin Bertoli, Portfolio Manager, Asian Strategies, recently travelled to Hong Kong and Macau and reports that the industry structure is improving and valuations look attractive for long term... Show More