Jim Copland

With near record A$ gold prices, the gold industry continues to generate extraordinary levels of free cash. Arguably it is allocating capital better than ever before in terms of balancing growth aspirations with shareholder returns. It’s great to see them really having a go with the drill bit too. We... Show More

Jim Copland

In the short-term, zinc and nickel look reasonable based on their respective supply side constraints. We’re not getting carried away with the outlook for China in terms of demand, but equally we don’t expect a financial or policy crisis there in the short to medium-term. Independence Group is a predominantly... Show More

Jim Copland

Following five grim years for the resources sector, with relentless negativity interrupted only by a few false dawns, it looks like we are now set for a multi-year grind back up. After the extraordinary run up from 2002, a hangover was inevitable while cost structures adjusted and the fundamentals reasserted... Show More

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