ASX:BLK

Mark Gordon

Strong investor interest has continued in the junior and mid-cap resources stocks through 2017. Despite a relatively flat first half of the year, the second half has seen a 20-30% increase in the relevant ASX indices on the back of steadily improving metals prices, particularly in the base and battery... Show More

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Mark Gordon

Despite a flat few months (and some EOFY selling), there continues to be strong investor interest and good value in the junior to mid-cap resources 18 months into the current cycle, particularly for those companies with quality management and projects. Gold is holding its ground at around US$1250/oz, and despite... Show More

Mark Gordon

It is that time of year where we reflect on the previous 12 months and look towards the next. For all intents and purposes 2016 has been a bumper year for the juniors and mid-cap resource stocks following five years of pain, with our view being that 2017 again will... Show More

Bell Potter

The Bells Gold Tracker is a periodic update and review of ASX-listed gold equities and the gold market. We run through a current market theme, key company releases from the last week, a gold-producers’ comparison table, a performance “heat-map” and some key price and relative value charts. After updating for... Show More

Livewire Exclusive

Chris Stott, Chief Investment Officer at Wilson Asset Management, thinks the Australian market is fairly priced at its current PE of around 15-16 times - slightly above the long-term average. With rate hikes due in the US opening the possibility of a short-term correction, plus the expectation of further rate... Show More

Paragon Funds Management

We wrote about our top-down gold investment thesis and the companies best placed to benefit in our February 2016 update. As stated previously, gold’s investment case has merit given the unprecedented level of global QE and currency debasement, and we have become increasingly constructive on gold given the return of... Show More

Adam Kiley

Blackham Resources (ASX:BLK) released a positive Definitive Feasibility Study (DFS) for their Matilda Gold project located in Wiluna, Western Australia last week. Below is an interview with Managing Director, Bryan Dixon, to discuss the results. Topics discussed include the mine life extension, the capital and operating costs assumptions, metallurgical recoveries... Show More