ASX:KAS

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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Today's note has the strikes I've spotted in amongst all of the results notices today, plus the outcomes at Bank of Queensland and Northern Star Resources. You'll find today's note at this link and it was written after markets closed today so will be updated on Thursday for any WA... Show More

John Robertson

Kasbah Resources illustrates many of the characteristics of the early stage mine developers during the current cycle as it confronts the classic ‘Phase I value trap’ - being passed the point it can generate positive exploration surprise but still short of being able to commit to development. Kasbah had seemed,... Show More

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Evidence of shareholder dissatisfaction at Slater and Gordon...not with the remuneration report, but with the grants to the Executive Directors. A second strike, but no Board Spill at SDI ...and some director election resolutions at other AGMs attracting significant proxy instructions to vote against. The Daily AGM note is updated... Show More