Commodities

The year is 2003 and a long argument has ensued over gold and inflation. Gold is trading at $US370 an ounce, having recently traded at lows of $US250. I am locked in a...

Gold has played out better than we expected on the LONG side. We closed our LONG earlier this year (April), having been in the trade since September last year. It’s...

Gold investors globally have been cheering in recent months as the USD gold price hit prices not seen since 2013. But for Australian producers and investors, the story...

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...

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...

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...

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...

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...

To meet the stated requirements of electric vehicle manufacturers, lithium production must grow from current levels of 300,000 tonnes to two million tonnes by 2030....

We have argued the case for an exposure to the resources sector for over 12 months. Despite the excellent performance of the sector over this period, we continue to...

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...

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,...

Electric Vehicles (EVs) and their mass-market rollout plans continue unabated, with nearly all the major auto manufacturers either ramping up, building or expediting...

We wrote about our top-down gold investment thesis and the companies best placed to benefit in our February 2016 update. As stated previously, gold’s investment case...

Demand for more efficient energy storage is an ongoing structural thematic we view will continue through the next decade. Lithium-ion batteries for consumer...

Nine months ago Paragon Funds Management wrote about their oil bear market view on Livewire “OPEC initiates a price war; implications”(click the...