Mark Gordon

The junior resources market is continuing the momentum that started in 2016. Although we saw the gold price, which has been one of the main drivers of the recovery in the sector, fall in the latter part of the year, it has now recovered and is trading back above US$1,200/oz.... Show More

Gavin Wendt

Cardinal Resources was one of the best-performing emerging gold plays of 2016, after having invested considerable amounts of time, energy and money in exploring, appraising and steadily de-risking its multi-million ounce Namdini gold project in Ghana to an acceptable level. All of this activity happened at just the right time... Show More

Gavin Wendt

Whilst lithium has dominated speculative attention over recent times, let's not lose sight of graphite. Kibaran Resources (ASX: KNL) is modestly valued compared with its more expensive graphite sector peers. It's a stock that I believe is long on value and short on hype. Kibaran's board has also consistently demonstrated... Show More

Livewire News

The New York Times has put together an enlightening (and interactive) graphic on China’s foreign direct investment during the period 2005-2013. The infographic shows that China’s foreign investments grew nearly tenfold from 2005-2013 “helping it win allies, increase trade and secure oil and other natural resources.” The NYT notes that... Show More

Gavin Wendt

It's a very exciting time to be an AusQuest shareholder, with credible, big-picture exploration activity now taking place on three fronts – Peru, Burkina Faso and the Fraser Range province of Western Australia. The stock offers exposure to up to $41m worth of combined exploration funding, yet with a market... Show More

Adam Kiley

Minbos Resources (ASX:MNB) is developing the high-grade Cacata rock phosphate project in Angola (13Mt at 26% P2O5) and has significantly changed their strategy and corporate structure over the past 12 months. Drill results and long sections indicate a significant portion of this resource has the potential to be Direct Shipping... Show More

Saxo Capital Markets Australia

Could Ebola increase the cost of chocolate? Cocoa prices are already 30 per cent higher than the same period last year, notes Saxo Bank Head of Commodity Strategy Ole Hansen, who gives his take on rising concerns over the West African Ebola outbreak on cocoa in the run up to the... Show More