With first production now just seven months away, there remains a huge disconnect between the emerging lithium producer’s market cap and its impending cashflow – but how long can it last? Plus, Rumble Resources joins the red-hot zinc sector Show More

Red 5 wins a plug from Gold Fields and Saracen over its deal to acquire the Darlot and King of the Hills gold projects in WA, Metal Bank highlights big potential for its Triumph gold find, Blackstone buzzes on back of its cobalt buy and Allan Kelly returns with Riversgold.... Show More

The pre-Diggers news is flowing fast, with Northern Star revealing it has grown gold reserves by 2.3moz to 3.5Moz at a knockdown cost of $A24/oz. And there is a whiff of a big find at its Jundee project. Plus, emerging producer Tawana is set to fly through the lithium window. Show More

Growing confidence in the Chinese economy, forecasts of an electric vehicle boom and a tightening supply outlook have sent the copper price to a two-year high with forecasts of more to come. Plus, Oklo shares get a wriggle on as first assays dribble in from its Mali gold project. Show More

After 20 years of little to report, resources group Jervois is re-invigorated with a new board led by well-regarded banker Steve van der Sluys. With interests in nickel, cobalt, scandium and gold, the stock is moving. And Breaker’s gold discovery is starting to catch the eye of cashed-up producers. Show More

Metallica Minerals is preparing to cash-in on China’s booming appetite for bauxite, with its Queensland project set to secure a mining licence followed by off-take deals. And Kairos Minerals, which has already returned strong results from its WA gold exploration project next to Breaker Resources, hits cobalt. Show More

Stavely Minerals is arousing investors with the prospect of a company-making porphyry-style copper-gold find in Victoria. Visual reports of the core are said to be “very encouraging”. And the alluring combination of borate and lithium fuels demand for new float. Show More

Little-known Nzuri Copper has big plans for its highly prospective ground on the doorstep of Ivanhoe’s Kamoa–Kakula copper monster in the DRC. Plus, Nusantara Resources comes to market seeking up to $20m to get its 1.74moz Awak Mas gold deposit moving towards production and Spitfire set for first assays. Show More

The former chief of graphite behemoth Syrah, Tolga Kumova, has found himself a new way of gaining exposure to the lithium battery revolution, this time in the form of an ASX-listed Slovakian cobalt project. Plus, closer to home, Image Resources is preparing to cash-in on rising mineral sands prices. Show More

The much-anticipated rebalancing of VanEck’s Junior Gold Miners ETF is creating a gulf between the valuations of those miners which will bought and the those which will be sold. Some believe this will fuel takeover fever. And the smart money is cottoning onto the low-cost potential of Explaurum’s gold project. Show More

Former nickel darling Mincor is set for gold production next year. And the exploration upside is immense, with drilling underway between the multi-million-ounce South Kalgoorlie and St Ives mining camps. Plus, highly-regarded Canadian fundie hoovers up stock in another emerging gold producer, Kin. Show More

Barry FitzGerald attends the Resources Rising Stars conference, where fund manager Hedley Widdup explains why he loves busts, Northern Star chief Bill Beament says his company is three years ahead of the pack when it comes to organic growth and Kin Mining tells investors to buckle up for the ride. Show More

Little-known Draig Resources, now with former Gryphon Minerals chief Steve Parsons at the helm, is hoping to do a Northern Star with its plan to revive the high-grade Bellevue gold mine in WA. And analysts see scope for significant profits at Silver Mines once it brings Bowdens into production. Show More

Glencore’s CEO focused squarely on copper, cobalt, lithium and nickel at a recent Bank of America Merrill Lynch presentation; Citigroup publishes a report backing the same thematic and local players Galaxy and Pilbara; and new study gets gold junior Egan St a valuation twice its current price. Show More

Plus, Oklo’s hunt for a golden elephant, finding Xanadu in Mongolia and Centaurus chasing Brazilian gold Show More

Look for where the world’s exploration hotspots are and it is hard to go past Ecuador. Just ask Newcrest and BHP Billiton. They had a shoot-out of sorts last year over Nick Mather’s Brisbane-based but London AIM listed SolGold. SolGold is the one-time junior now worth more than $US800 million... Show More

There has been a flood of money into the leading exchange-traded fund (ETF) focused on the global junior and mid-tier gold sector, VanEck’s Junior Gold Miners ETF (GDXJ). And why wouldn’t that be the case? The US dollar gold price is up 12 percent since the start of the year... Show More

Unlike the gold space where floats and spin-offs have come thick and fast, there has been a real dearth of copper floats in response to the metal’s near 20 per cent price improvement in the past six months to around the $US2.60 a pound level. Show More

Unlocking the value of hidden assets by spinning them off into a separate and focused ASX listing is proving fertile ground for the junior mining sector. More often than not it has been structural shifts in supply/demand scenarios, and the resultant impact on the pricing of commodities, that has given... Show More

Last year’s crack down by the regulators on what can be said about the scope of a project based on inferred resources – i.e. pretty much nothing - was frustrating stuff for the industry. It was always going to lead to the mispricing of stocks, even if that is counter... Show More