Barry FitzGerald

Barry
FitzGerald

Principal
Independent Journalist

One of Australia’s leading business journalists, Barry FitzGerald, has joined the Resources Rising Stars’ Ten Bagger team. FitzGerald, who is a specialist resources reporter with 40 years’ experience, will publish his highly regarded weekly column to Ten Bagger and Livewire. FitzGerald – whose column highlights the issues, opportunities and challenges for small and mid-cap resources stocks – most recently penned his column for The Australian newspaper and before that, The Age. His column will give readers the chance to benefit from FitzGerald’s extensive contact base, invaluable insights and vast experience of the junior and mid-tier resource sector.

Expertise

No areas of expertise

Orion rises from the ashes; and a warm reception for First AU float

Barry FitzGerald

Orion Minerals’ counter-cyclical gamble on the abandoned Prieska zinc-copper mine in South Africa’s remote Northern Cape province back in 2015 has come up trumps on three fronts – a new resource confirmation, bumper metal prices, and dare we say it, the rise to power of a more mining friendly president... Show More

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Aeon’s Queensland copper-cobalt deposit could become too much for majors to resist

Barry FitzGerald

The imminent drilling program to expand Aeon’s Walford Creek copper-nickel resource will be keenly watched by growth-hungry mid-tiers. Plus, David Flanagan’s Battery Minerals secures its mining licence, putting it on track for graphite production at its first project this year, while studies on its second operation are returning strong results. Show More

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Lucapa set for double dose of diamond action

Barry FitzGerald

Exploration is poised to resume at Lucapa’s spectacular Little Spring Creek find in WA, where the company recovered 19 diamonds from one drill hole shortly before the wet season set in last year, while first production is looming at the Mothae diamond project. Plus, Nagambie hunts for Fosterville-style bonanza gold. Show More

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Lithium giant Albemarle contradicts Morgan Stanley on electric vehicle growth

Barry FitzGerald

The Wall Street bank tipped cold water on lithium stocks with its bearish outlook for the metal. But lithium giant Albemarle has hit back, saying the EV take-up rate, and therefore lithium demand, will be much greater than MS claims. Plus, Liontown ready to roar with lithium assays due shortly.... Show More

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Rumours about Aruma’s ‘large-scale gold system’ gain credence

Barry FitzGerald

Those in the know are whispering about little-known Aruma Resources and its recent gold discovery near Kalgoorlie. The first round of drilling hit two 500m-long shoots, albeit low grade, and the next round is imminent. Plus, Victorian gold specialist Navarre looks cheap against its peers with drilling results pending. Show More

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Glencore chief feeds copper bulls with talk of ‘massive under-investment’ in new mines

Barry FitzGerald

Ivan Glasenberg fuels talk the copper price could be set for another leg-up, contrasting forecast growth in demand with a chronic lack of investment in new supply. Plus, Piedmont looks to tap into US auto industry with made-in-America lithium and Kirkland’s Fosterville on track to be Australia’s best gold mine. Show More

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Not one, not two, but three for Dacian

Barry FitzGerald

With first gold just seven weeks away, Dacian has made another discovery which could increase production and mine life at its 200,000ozpa Mt Morgans project. Plus, Tawana looks set for re-rate on imminent lithium production. Show More

Hill End set to join high-purity alumina party with multi-decade maiden resource

Barry FitzGerald

High-purity alumina is touted as the next hot industrial mineral - and there is a growing view that Hill End may have lots of it. The guessing will soon be over, with a maiden resource expected shortly. Plus, Centaurus’ local knowledge lands it a highly prospective Brazilian nickel-cobalt play. Show More

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Chinese aerospace deal could send Clean-TeQ to new heights

Barry FitzGerald

Lithium and cobalt at the Syerston project have underpinned Clean-TeQ’s runaway share price. But Syerston’s lesser-loved scandium may be about to have its day in the sun thanks to a deal with China’s aerospace industry. Plus, Red 5 makes a strong start to life as a WA gold miner. Show More

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Highly-promising Weednanna sprouts high-grade shoots for Alliance

Barry FitzGerald

Alliance’s combination of high-grade gold hits, the prospect of a maiden resource and abundant exploration upside sounds like opportunity knocking. Plus, this column’s instincts about emerging mineral sands miner Strandline are shaping up as spot on and Stavely gets to the pointy end of its hunt for a copper-gold porphyry. Show More

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Upside in zinc developers - even if metal’s price falls from 10-year highs

Barry FitzGerald

Zinc prices are at 10-year highs but you wouldn’t know it from looking at the share prices of the zinc project developers. While producers are enjoying good times on the bourse, shares in the next generation of zinc miners are drifting. But analysts say the developers offer plenty of upside. Show More

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Dacian tipped as gold spotlight swings to emerging producers

Barry FitzGerald

Big gains in the share prices of the leading gold miners have seen the spotlight swing to the next generation of producers, which are carrying sharply lower valuations. Macquarie sees an opportunity, naming Dacian as its pick. Plus, Stavely awaits results in its hunt for a big copper-gold discovery. Show More

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Spumante makes way for Bollinger as resources sector celebrates bumper 2017

Barry FitzGerald

Like all good years, 2017 will go down as the year when much-tipped bad things didn’t happen. Iron ore prices didn’t collapse and gold prices held up despite US rate rises. At the same time, commodity prices rose across the board, with battery materials leading the way. Show More

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Cash-rich gold miners turn to explorers, developers for growth

Barry FitzGerald

Northern Star’s purchase of a 16% stake in nearby explorer Echo Resources highlights what could be a trend for cashed-up, growth-hungry gold majors in 2018. And Genesis Minerals could be one of those on the bigger boys’ radar, with recent drilling demonstrating its development potential. Show More

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Strandline poised to rebound on rising mineral sands prices

Barry FitzGerald

After years in the doldrums, mineral sands prices are bouncing back, thanks mainly to a lack of new mines. This means highly-leveraged juniors such as Strandline, which has a pipeline of projects, are starting to feel a tailwind. Plus, Encounter dangles the carrot with results imminent from drilling near Telfer. Show More

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Red River chief fears zinc miner will be snapped up ‘on the cheap’

Barry FitzGerald

Red River’s MD says it would be a “tragedy” if his Queensland zinc miner is hit with a low-ball offer just as cashflow is set to surge and exploration offers much blue sky. Plus, Cassini tipped to bounce back as investors digest Oz Minerals’ deal with the base metals explorer. Show More

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Metal prices and high-grade hits show Venturex’s time has come

Barry FitzGerald

Venturex Resources has been unloved by investors for some time. But its time has come, thanks to surging zinc and copper prices, some game-changing drilling results and its highly promising conglomerate gold ground in the Pilbara. Plus, strong drilling results for Zinc of Ireland worthy of more investor attention. Show More

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Highlands tipped to ride high on back of cobalt boom

Barry FitzGerald

As a partner in the substantial Ramu nickel-cobalt mine, Highlands Pacific has lots of what the lithium battery makers want. It also has a market cap of just $80m, which is why the stock is now attracting buy recommendations. Plus, will Perseus’ forecast production increases revive its share price? Show More

Market smells big resource increase coming at West African

Barry FitzGerald

Investors are bracing for a significant resource upgrade at West African Resources’ Burkina Faso gold project. The result is expected to underpin a revised development scenario, including higher production rates and lower costs. Plus, Great Boulder sets pulses – and shares – racing with wide sulphide hits at Mt Venn... Show More

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Lepidico lures investors into a new galaxy where lithium is free

Barry FitzGerald

A world where lithium is produced for free sounds too good to be true. But lithium producer Galaxy doesn’t think so. It has just taken a 12% stake in lithium technology developer Lepidico. Is this a marriage made in Heaven? Plus, our predictions of Echo’s re-rating are now reverberating. Show More

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