From iron ore to coal, gold to copper, and oil to gas; understand the commodities forming the bedrock of the Australian economy.
Headline performance of miners since 2016 has been sterling. The ASX100 Resources and Small Resources have both posted strong gains, with capital returns of 2x from both Indices in 3.5 years. Even so, aggregated performance of large cap, operating miners masks a two-speed market for miners. There are almost 600... Show More
Small cap gold stocks have had a remarkable run over the past 5 years, fuelled by rising production, a high gold price, and strong levels of cash generation. However there have been clear winners and losers, and we see a few worrying trends emerging. In this article we take a... Show More
L2 Capital PodcastAlex has already held various executive positions in companies in the sector, as he himself explains. So, he is able to have a deeper technical understanding of uranium particularities, such as operational issues, production, licensing and jurisdiction, which gives him a different approach when investing. Alex Molyneux curriculum... Show More
The Clean Energy Council recently reported that renewable power output in Australia has doubled over the past 12 months . Despite this remarkable surge, we have a long way to go yet. We sat down with John Martin from New Energy Solar recently to get his views on what it... Show More
The spot price of uranium is up 33% this year, ending a 7-year bear market, although it remains below the cost of production for close to half the world’s production and a number of mines have been shut down in 2018. With the demand picture improving and a run down... Show More
Commodity prices have surged in recent months, and resource stocks have followed. Has the last pocket of value in the market been discovered, or is this rally overdone? Livewire reached out to three specialists for their view on key commodities, and the mega-cap miners that produce them. The commodities sector is... Show More
One of Australia’s biggest mining conferences, Diggers and Dealers, has just wrapped up in Kalgoorlie. Scores of mining juniors present to the 2,000+ strong audience, and it is a well known hunting ground for new ideas and opportunities. Livewire reached out to a panel of contributors that are experts in... Show More