ASX:IGO

A good year ahead for resources

Tim Hannon
Tim Hannon Newgate Capital Partners

We have argued the case for an exposure to the resources sector for over 12 months. Despite the excellent performance of the sector over this period, we continue to remain confident as our multi-pronged investment case remains intact. Show More

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The New Criterion: how to make a dime out of nickel

Tim Boreham
Tim Boreham Independent Investment Research

Some argue that nickel is a more important component in electric vehicle batteries than lithium or graphite. Whatever the case, nickel stocks have found their groove although they remain vulnerable to renewed market volatility Show More

small caps nickel ASX:IGO ASX:MCR ASX:PAN ASX:WSA

What Mattered Today: Trump Rules!

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Aussie stocks bucked the overnight selloff in the US helped somewhat by Trumps State of the Union address which was long on patriotism, shorter on protectionism than some feared and full of classic Trump one liners…”Over the last year, the world has seen what we always knew: that no people... Show More

ASX:IGO ASX:SRX

Getting Exposure to Electric Cars (updated)

James Gerrish
James Gerrish Market Matters / Shaw and Partners

The below article was written prior to the recent volatility in the sector thanks to a deal that will likely see an uptick in production levels in the coming years, however the calls are still relevent today. Show More

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What Mattered Today: Poor old Myer

James Gerrish
James Gerrish Market Matters / Shaw and Partners

A very negative day really in terms of price action (not so much aggregate move) with the index up strongly early to make a new 5 year high before sellers dominated from 11.30am onwards following stronger than expected employment numbers. The unemployment rate was inline (5.4%) however participation was very... Show More

ASX:CTX ASX:IGO ASX:MYR

Highlands tipped to ride high on back of cobalt boom

Barry FitzGerald
Barry FitzGerald Independent Journalist

As a partner in the substantial Ramu nickel-cobalt mine, Highlands Pacific has lots of what the lithium battery makers want. It also has a market cap of just $80m, which is why the stock is now attracting buy recommendations. Plus, will Perseus’ forecast production increases revive its share price? Show More

Global Miners - Where to from here?

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Global miners enjoyed a cracking start to the year delivering ~18% performance by 16 February 2017 underscored by the best financial reporting season in over five years. We’ve now seen another reporting season, a period of consolidation and a more challenging period as the macro tail – PMI’s, US dollar,... Show More

ASX:AWC ASX:BHP ASX:FMG ASX:IGO ASX:NCM

Pilbara charging up to become a battery-powered cash machine

Barry FitzGerald
Barry FitzGerald Independent Journalist

With first production now just seven months away, there remains a huge disconnect between the emerging lithium producer’s market cap and its impending cashflow – but how long can it last? Plus, Rumble Resources joins the red-hot zinc sector Show More

zinc lithium ASX:IGO ASX:PLS batteries Pilgangoora ASX:RTR

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170810

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell back into negative territory in the afternoon as global investor support for the banks ran out. The local market has gone nowhere in the last 2 months…23 up days and 22 down days. RIO going ex div weighed on the materials sector. Property sector giants in SCG... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170727

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market flip flopped to deliver a slight positive day despite big bounce in AUDUSD/commodities and a fall in bond yields. July count sits at 10 up days and 9 down days…we have had the first 3 consecutive positive days in July. Expect a run to finish July in positive... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170726

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market moved higher on better commodity prices and positive US reporting cycle. The market has been flip flopping all July…9 up days and 9 down days…July cycle so far has only delivered two consecutive positive days and we just had it. US Fed update early tomorrow morning…will set the... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170707

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into a global selloff with investors worried about bond market worries. Apart from the miners, every other sector saw pain after similar selloff in the US market overnight. NASDAQ showing more weakness…already below 50 day MA and heading towards 100 day MA…last time it broke 50 day... Show More

Big Day for Nickel & Western Areas (WSA)

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Around midday today the Philippines Congress will confirm, or otherwise, the appointment of Environment Minster Gina Lopez. The vote will likely dictate the near-term price trends in Nickel. In February this year the Minister shut down 21 Nickel mines for environmental reasons sending the price of Nickel rocketing. There has... Show More

nickel western areas philippines miners ASX:IGO ASX:WSA ASX

Leverage to the hunt for the next Nova

Barry FitzGerald
Barry FitzGerald Independent Journalist

Here we are at the start of another exploration field season in Western Australia’s remote Fraser Range, home to the 2012 Nova nickel-copper discovery by Sirius Resources, now a producing mine and part of Independence (ASX:IGO) after its $1 billion cash and shares takeover in 2015. Show More

silver copper nickel ASX:IGO ASX:SFR ASX:ORN ASX:LEG ASX:SEG

Sunset Strip > Trading Day Wrap From Blue Ocean 20170302

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market jumped on the open and then traded sideways due to better commodity prices and strong global sentiment. Resources, Health Care and Banks drove the market higher while Telecommunication Services was the only negative sector. Investors continue to move from small caps to large caps and yield bond proxies... Show More

Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Afternoon report with the Australian market aimless as the US was shut for President's Day: Show More

The 26 Stock picks for 2017

Bell Potter
Bell Potter Stockbroker

In this report, ten of our analysts share their top stock picks for 2017, as well as providing their sector outlook. On Financials, TS Lim reports that “The 2016 reporting season suggests underlying fundamentals are becoming positive for the banks. These include slowing margin decline as competition for new customers... Show More

What mattered on the market today

Patrick Poke
Patrick Poke Livewire Markets

Nickel was the big story of the day today; Western Areas, the only pure-play nickel producer in the ASX200, was down a massive 19% on news that Indonesia had eased its ban on the export of nickel (and bauxite) ores and concentrates. It’s been around three years now since the... Show More

ASX:ANZ ASX:CBA ASX:IGO ASX:NAB ASX:WSA ASX:WBC Longform

Resources and the Cycle

Tim Hannon
Tim Hannon Newgate Capital Partners

The resources industry performed well over 2016 and it may appear to some that it is ‘too late’ to increase exposure to the sector. Our analysis suggests that the recovery remains in its early stage. In making our case we have written the following research piece providing eight justifications for... Show More

Livewire readers’ ten favourite wires

Alex Cowie
Alex Cowie Livewire Markets

This report bundles your 10 favourite wires from the 340 published by our contributors in October, with wires on LICs, tech, telco, property, and quality smallcaps featuring strongly. The stock-picking skills of Livewire readers were also on display with an 18% gain year-to-date for stocks tipped at the start of... Show More