all ords gold

Latest news and analysis on all ords gold

Commodities

Under-valued project developers still attractive for gold bulls

‘Developer’s disconnect’ means emerging producers like Astral and Ausgold are in focus; Uvre to hit NZ’s goldfields, with Seckold on board.
A4N
AUC
+5
Barry FitzGerald
Independent Journalist
Commodities

Strickland catches a dose of European takeover fever

Plus, US$200m Sprott raise reflects growing uranium bullishness and analysts see Genesis beating its growth targets.
BOE
+3
Barry FitzGerald
Independent Journalist
Equities

Magnetic field descends on rare earths stocks as shortages hit critical lows

Great timing for O’Keeffe-backed Mont Royal and its deal on a big rare earths project; Copper-gold explorer Cygnus runs ahead of assays.
+4
Barry FitzGerald
Independent Journalist
Equities

Cutting-edge assay group winning friends in high places with promises of faster, safer tests

Among the believers is Bill Beament, who reckons he is also on to a big winner at Develop’s rejuvenated Sulphur Springs zinc-copper project.
+3
Barry FitzGerald
Independent Journalist
Commodities

Trade truce switches investor focus from gold to copper and uranium

Expect copper M&A to trickle down; FireFly unveils more bumper copper results, illustrating disconnect between share prices and the metal.
BHP
BOE
+2
Barry FitzGerald
Independent Journalist
Equities

Copper stocks lagging red metal’s strong price, fuelling M&A talk

The disconnect is highlighted by fast-growing FireFly; Bellevue Gold offers investors two ways to win: strong free cashflow or a take-out.
BGL
Barry FitzGerald
Independent Journalist
Commodities

Develop’s valuation comes to the fore as extent of production and cashflow outlook emerges

Successful re-start at Beament-led miner comes amid growing interest in copper assets; Boss’ stellar ramp-up enough to make the shorts choke
BOE
MAC
Barry FitzGerald
Independent Journalist
Equities

Trek about to find out if there is a multi-million-ounce present under its Christmas Creek tree

Plus, yesterday’s sell-off in rare earths stocks defies the reality abut the need for non-Chinese supplies.
+2
Barry FitzGerald
Independent Journalist
Commodities

Talisman’s juicy iron ore royalty enabling it to roll dice on big exploration plays

Tough market for raisings is irrelevant to Harmanis-controlled junior; Gold project falls into Nordic’s Lap-land; Rare earths stocks bounce.
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities

Gold rips as Genesis’ growing reserves point to early arrival at 400,000 oz milestone

Plus, copper-gold explorer FireFly storms back from sell-off as market starts to grasp production potential.
ASL
+7
Barry FitzGerald
Independent Journalist
Equities

Goyder and the MI6 spooks spy a classic brownfields gold exploration opportunity

With its $220m raise done, Minerals 260 will hit the boards next week; Saturn’s plan to run rings around the opposition at Gather Round.
BHP
CHN
+3
Barry FitzGerald
Independent Journalist
Equities

Flanagan’s Arrow on target to capitalise on bumper bauxite market

Big resource sets up junior for bulk commodity life; Plus, gold explorer Leeuwin’s ‘sleeper’ iron ore project and Sky eyes tin production.
+4
Barry FitzGerald
Independent Journalist
Commodities

Strong uranium contract prices raise questions about sector sell-off

Cameco chief says spot market is ‘non-fundamental’; Broker likes Boss; Spartan takeover shows why brownfields exploration is back in vogue.
BOE
+7
Barry FitzGerald
Independent Journalist
Commodities

Modern-day Drake discovery points to lasting gold-silver Legacy

Plus, new Greenland government a big win for Energy Transition Minerals and nickel price revival augurs well for Centaurus.
ASL
BHP
+3
Barry FitzGerald
Independent Journalist
Equities

Trump’s promise ‘to get Greenland’ puts rare earths junior ETM in spotlight

Eyes now on Greenland's March 11 election; Plus, James Bay joins the gold party with 1.36Moz maiden JORC resource in Nevada.
Barry FitzGerald
Independent Journalist
Commodities

Genesis hoses down talk of Vault takeover bid

Gold miner preferring organic growth; $150m Strickland looks for re-rate as resource hits 6.7Moz; A bullish note for Southern Cross Gold.
+4
Barry FitzGerald
Independent Journalist
Commodities

Economics of emerging copper-gold projects getting big boost from rising metal prices

Cygnus’ project highlights the huge gains, with a ~$600m boost to forecast cashflow; Plus, Spartan chief’s share price mea culpa.
BGL
+2
Barry FitzGerald
Independent Journalist
Equities

AusQuest eyes holy grail of exploration with first taste of copper-gold porphyry find

Tiddler’s shares soar as investors contemplate huge upside; Appetite for big deposits sees third parties in due diligence with Sunstone.
AQD
BHP
IGO
+2
Barry FitzGerald
Independent Journalist
Equities

Bumper cash generation set to help gold stocks catch up to booming bullion price

As well as share price re-rates among producers, expect more M&A like that being undertaken by Minerals 260 and Sipa.
BGL
+9
Barry FitzGerald
Independent Journalist
Equities

Aussie graphite poised to capitalise on Africa’s woes and Chinese export cuts

Kingsland's giant deposit ideally-placed to be on the winners’ list. Plus, cash is king for struggling juniors - and Gateway has millions.
+3
Barry FitzGerald
Independent Journalist
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