Commodities

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...