ASX:BRB

Spring air brings a whiff of takeover fever to the junior gold sector

Barry FitzGerald

This week’s bid for gold mining hopeful Explaurum has stoked speculation about which explorers could be targeted next as producers look to capitalise on their strong cash generating capacity. Plus, analysts warm to Venturex as Northern Star lends a hand and Kairos shows nuggets are news again in the Pilbara. Show More

Fast-growing gold explorers could provide an opportunity in an oversold space

Barry FitzGerald

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

Bells Gold Tracker: ASX-listed Gold Review

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 (including Substantial Holding Notices), a gold-producers’ comparison table, a gold equities performance “heat-map” and some key price and relative value charts. This... Show More

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Iggy seeks to repeat his lithium trail-blazing, this time in high-purity alumina

Barry FitzGerald

Iggy Tan was ahead of the lithium game at Galaxy – perhaps too far ahead – and now he’s back to play the same game with high-purity alumina at Altech. Plus, Great Boulder set to drill numerous large copper-nickel conductors, Breaker ticks the metallurgy box and Anglo Australian thinks big... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170808

Mathan Somasundaram

Local market fell back into negative territory despite better commodity prices overnight. The local market has gone nowhere in the last 2 months…24 up days and 21 down days. US credit growth was weak and US credit card debt moved above pre GFC highs…patchy US consumer outlook gets another tick.... Show More

Re-charged Jervois starts its engine with one eye on the battery space

Barry FitzGerald

After 20 years of little to report, resources group Jervois is re-invigorated with a new board led by well-regarded banker Steve van der Sluys. With interests in nickel, cobalt, scandium and gold, the stock is moving. And Breaker’s gold discovery is starting to catch the eye of cashed-up producers. Show More

Bauxite on Metallica’s playlist as Chinese demand soars

Barry FitzGerald

Metallica Minerals is preparing to cash-in on China’s booming appetite for bauxite, with its Queensland project set to secure a mining licence followed by off-take deals. And Kairos Minerals, which has already returned strong results from its WA gold exploration project next to Breaker Resources, hits cobalt. Show More

Bells Gold Tracker: A gold sector review

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

Thundelarra - Drilling for gold

Mark Gordon

Thundelarra is currently drilling at their Garden Gully Gold Project located near Meekatharra, a proven gold producing area. This programme has been designed to follow up positive results from recent scout drilling which returned up to 7m @ 24.5g/t gold in highly prospective but surprisingly under-explored tenements. Could Garden Gully... Show More