With big gold stocks looking fully-priced, the hunt is on for value down the chain. But tier-1 locations and scale are still must-haves. This is where Bardoc, led by the Pilbara Minerals trio, is coming into its own. Plus, Rio chairman says “we think we have a mine” at Winu. Leading... Show More
Red 5 has already turned trading screens green this year - and now investors are braced for a big increase in its 1.9Moz resource. Plus, Strandline hints at selling a stake in its large WA mineral sands project and South Africa Inc lines up to back Orion’s base metals mine.Gold’s... Show More
In a deal which is winning plaudits for fairness, Oz has committed to spending millions hunting for world-class orebodies at six projects held by little Red Metal. Plus, excitement builds over Kirkland’s imminent Fosterville reserve upgrade and the hunt’s on for more high-grade at the reborn Beta Hunt gold mine. Show More
Strandline’s Fungoni project has earned an honourable mention in an annual list of best undeveloped assets, thanks partly to an IRR of 61% and a short payback period. With funding expected to be in place shortly, Fungoni will pave the way for development of Strandline’s other mineral sands assets. Show More
The WA gold miner has embarked on a drilling program which it believes could “significantly transform” the inventory at its King of the Hills project. It follows spectacular intersections of up to 330m at ~2gpt from surface which have raised the potential to switch from narrow to bulk mining. Show More
This week’s sell-off saw the likes of tech and health stocks walloped. But investors can take some comfort from the solid showing by gold stocks, which in turn suggests that hard assets like commodities could emerge as winners. If this comes to pass, emerging producers will offer significant leverage. Show More
The promise of a big reserve increase at the rich Fosterville mine has investors salivating. Little wonder, given its grade of ~20gpt and costs of around US250/oz. And now the anticipation is spilling into nearby juniors such as Chalice, which is among those set to drill for the next Fosterville.... Show More
The Alderan rollercoaster has taken shaken shareholders back to where the journey began a year ago. But a picture of drilling core in this week’s ASX release suggests they may be onto something. And is a marriage of Capricorn and Eastern Goldfields being sought by the pair’s large common shareholder? Show More
Early results suggest Sandfire may be onto something with its decision to fund exploration at White Rock’s Alaskan base metals project. But with White Rock still capped at $11m, it seems the market is yet to catch on. And well-regarded analyst David Coates puts the case for Breaker to triple. Show More
Backing the right gold explorer can be a rewarding strategy. Expanding inventories, such as those unveiled recently by Breaker Resources and Bellevue Gold, combined with growing evidence that a discovery will be economic and therefore become a mine, allows investors to ride a wave of strong value creation. Show More