Mining’s big boys are back in the chase for base metals, as this week’s deals by BHP and South32 show. A lack of big-scale exploration success in recent years is fuelling growing concerns about a longer-term supply deficit, which is in turn increasing the strategic appeal of existing resources. ... Show More
On Friday I sat down with one of the markets top rated Resource Analysts, Peter O’Connor from Shaw and Partners to discuss opportunities in the sector. We cover a range of topics from China and US trade tensions, to stocks worth buying in the Gold Sector. Show More
For ASX investors, BHP Billiton shares have emerged as a frontline exposure to the US-China trade conflict, which explains the recent retracement below $31 after the earlier April-June rally priced in the benefits of divesting the non-core US shale assets. The softness in the share price should get the attention... Show More
One of my all-time favourite movie scenes is when Woody Allen stands in the queue in Annie Hall (1977) and he ends up having a discussion with the loudmouth academic behind him who professes to know everything there is to know about Marshall McLuhan. Show More
Dr Don Hamson from Plato Investment Management is always on the lookout for the best income opportunities from equities. His research suggests that there has been a 40% increase year on year for the dividends being paid out from the resources sector. Show More
Emerging markets have been affected by a combination of factors, most obviously rising US interest rates and the subsequent appreciation of the US Dollar. However, what has not come out as clearly is the effect of rising commodity prices on economic growth. Show More
BHP has delivered for shareholders in the 12 months since we laid out our bullish thesis on Livewire which you can see here. Collectively Andrew Mackenzie as CEO and the recently installed Chairman Ken MacKenzie have done a good job in managing the business and the balance sheet. Show More
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Oil Search, BHP Billiton, Scentre Group, Amcor, Asaleo Care, Healthscope, FlexiGroup and Super Retail with links through to more detailed reports. Show More
Once high-flying lithium stocks have tanked of late. Lower lithium prices, which are being blamed on over-supply, are said to be responsible. But those close to the action say all is not what it appears and a recovery is coming. Plus, the Chinese come knocking for Cassini’s battery metals. Show More
There's no cure for low prices like low prices, and if you're looking for low prices, uranium has suffered some of the lowest of any commodity in recent years. Uranium reached a low of US$18/lb at the end of 2016, a far cry from the US$130/lb it fetched in 2007.... Show More
Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More
It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has performed solidly in the period since, having gained 4.4% since the end of February. But this number hides the dichotomy that has... Show More
Trade tensions between the US and China now pose a real risk to markets, with leading indicators pointing to lower global growth. We sat down with Stephane Andre, Principal at Alphinity Investment Management to get his view and to see who the winners and the losers may be in this... Show More
With bumper margins and bloated kitties, Australia’s mid-tier gold miners are primed for M&A. But this time, it’s expected to be more bolt-on than mega-merger. Smaller companies with growing inventories are seen as potential targets. And talking of targets, Argonaut Resources is about to drill several in the Gawler Craton. Show More
Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More
Chinese stocks are now trading below the level they were in 2015 when they caused major global uncertainty and a massive uptick in volatility after they lost 30% in a few short weeks. Show More
Some of the key issues we are considering as we look into the next financial year are as follows: Will global growth momentum be sustained? Can geopolitical tensions derail the economic expansion? What absolute level of long-term interest rate becomes an impediment to equity prices continuing to rise? Will oil... Show More
Miners and Banks are the two dominant sectors on the ASX. For the last few years, the miners have done the heavy lifting, and while they are a long way from former highs, there is no denying they've had a good run. Catherine Allfrey of Wavestone Capital says investors are... Show More
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These markets are becoming extremely interesting as we start to see the “risk on theme” gather momentum at the expense of the more recent “safe haven” favourites e.g. last week we saw A2 Milk (A2M) +5.6% & Telstra (TLS) +5.8% while CSL Ltd (CSL) -2.5% & Cochlear (COH) -4.8%. Fridays... Show More
OZ Minerals chief talks up copper fundamentals, saying new technologies were driving demand while copper discoveries were hard to come by. But as he spoke, Todd River was unveiling some outstanding results showing it may have a big find on its hands. Plus, Rex Minerals seeks $5m to reinvigorate Hillside. Show More