ASX:NCM

Stuffed to the gunnels with stock, Tolga and the boys await news from the Alderan front

Barry FitzGerald

Early Syrah backer Tolga Kumova has filled his boots with shares in $66m Alderan and is now excitedly – or nervously – waiting for results from drilling at its Frisco copper project in Utah. Plus, Rio’s deal with Alloy is more evidence the multi-national has landed a big copper find... Show More

ASX:FMG ASX:NCM ASX:RIO ASX:SYR ASX:SRI ASX:AL8 ASX:RDM ASX:AZY ASX:AYR

Rio’s hush-hush copper find in WA shaping up as a big ’un

Barry FitzGerald

There is mounting evidence that Rio is onto a major copper discovery in WA. It is yet to whisper a word, but satellite images reveal it has drilled ~10 holes and is building a camp. So which juniors are set to cash-in on the nearology? Sipa, Antipa and Red Metal. Show More

copper ASX:FMG ASX:NCM ASX:RIO ASX:SRI ASX:RDM ASX:AZY

What Mattered Today; We’ve developed a very special bond…says Trump!

James Gerrish

The central focus today was the much anticipated – talked about – on / off meeting between Mr Trump and the North Korean Dictator Kim Jong-un. The meeting started this morning and went over lunch culminating with the signing of some agreement – the details of which remain scarce, although... Show More

ASX:CTX ASX:NCM ASX:RHC

Sunstone on cusp of major copper-gold find in Ecuador as drill permit looms

Barry FitzGerald

The team behind the massive SolGold and Tujuh Bukit copper-gold discoveries is now running Sunstone .. and they believe there is strong evidence that they are onto their next big find. Now they are preparing to drill. Plus, Centaurus Metals’ nickel-cobalt discovery catapults it into the booming battery metals sector. Show More

gold copper ASX:FMG ASX:NCM ASX:CTM SolGold ASX:STM

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What Mattered Today; Stocks rebound from early lows – short term bullish!

James Gerrish

A better day for the market overall however some decent volatility throughout the session particularly at 11.30am where a big portfolio unwind happened – looked like a computer hitting stocks hard and causing the market to drop around -20pts in the few minutes. We sighted an overseas seller putting pressure... Show More

ASX:ALL ASX:MTS ASX:NCM ASX:ORE asx:gma

Growing NTM Gold offers cheap entry into lucrative ASX gold league

Barry FitzGerald

In a sector where market caps have run hard on the back of robust margins, $15m-NTM, which comes complete with a 277,000oz inventory in WA and imminent resource upgrade, seems to have much to recommend it. Plus, Encounter Resources’ enviable JV with Newcrest leaves it highly leveraged to exploration success.... Show More

gold all ords gold ASX:NCM AUD gold ASX:ENR ASX:NTM

Turning investment logic on its head

Livewire Exclusive

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International, says it’s important not be underweight commodities stocks, as their “prices could really run ahead” in an inflationary environment. Show More

ASX:LYC ASX:NCM ASX:SYR ASX:EVN

What Mattered Today; Banks find a bid

James Gerrish

The bourse performed well on a slow news day today, as banks and miners lead the index higher. Banks, in particular the regionals in Bendigo and Bank of QLD, were shown a bit of respite from investors with the big four also finishing higher. ANZ announced a range of impacts... Show More

ASX:BEN ASX:NCM asx:isu

Why aren't rising rates hitting gold?

Michael Wayne

Gold is holding up despite an environment of rising bond yields that are traditionally a headwind for the metal. With this relationship breaking down, we look at what is supporting gold, and nominate our preferred exposures in the sector. Show More

gold ASX:NCM ASX:NST ASX:EVN

What Mattered Today; Banks under the pump

James Gerrish

Financial stocks were the cause of pretty much all of the pain on the ASX today with the banking enquiry focussing on CBA – some extraordinary headlines making their way into the press which was also the case yesterday when NAB was in the hot seat – the BIG 4... Show More

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What Mattered Today; Newcrest Mining battered

James Gerrish

The start of the trading week promised so much with a very strong overseas lead and continued support throughout Asia + buying in US Futures (+0.36%) during our session, however the ASX failed to live up to expectations with what looked to be Futures led selling throughout the day ahead... Show More

ASX:NCM

What Mattered Today: Swings & roundabouts with FMG production

James Gerrish

Local stocks hit the skids today courtesy of a weak lead from the US mkt overnight however we saw more selling in US Futures throughout our session today – at our close S&P Futures are trading down another -0.57% pricing a drop of ~170pts on the Dow when trading kicks... Show More

ASX:CCP ASX:FMG ASX:IFL ASX:NCM ASX:SFR ASX:EVN

WHAT MATTERED TODAY: The Aussie battler fares better than most

James Gerrish

The local market followed overnight leads lower today, however buying kicked in and we fared better than most international markets. Banks were weak, and materials were strong however volumes were light as market players take a 4 day weekend. Show More

ASX:IFL ASX:NCM

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What Mattered Today; Seasonality for Gold

James Gerrish

Another day that saw the best of it in early morning trade before sellers started to dominate from around 10.30am onwards. Iron Ore was sold in Asia with Futures trading around 2% lower which prompted a ‘sell the strength’ trade for the commodity stocks – Fortescue gave back early gains... Show More

ASX:NCM ASX:VOC

Cash-rich gold miners turn to explorers, developers for growth

Barry FitzGerald

Northern Star’s purchase of a 16% stake in nearby explorer Echo Resources highlights what could be a trend for cashed-up, growth-hungry gold majors in 2018. And Genesis Minerals could be one of those on the bigger boys’ radar, with recent drilling demonstrating its development potential. Show More

gold ASX:NCM ASX:NST ASX:SBM ASX:EAR ASX:GMD

Strandline poised to rebound on rising mineral sands prices

Barry FitzGerald

After years in the doldrums, mineral sands prices are bouncing back, thanks mainly to a lack of new mines. This means highly-leveraged juniors such as Strandline, which has a pipeline of projects, are starting to feel a tailwind. Plus, Encounter dangles the carrot with results imminent from drilling near Telfer. Show More

gold zircon mineral sands ASX:NCM ASX:RIO asx:sta ASX:ENR

Buy Hold Sell: Wilson vs Aitken – Mining & Energy

Buy Hold Sell

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy. Show More

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Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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Stavely set to drill elephant gold-copper porphyry target in Victoria

Barry FitzGerald

Stavely Minerals is preparing for a potentially game-changing drilling program in Victoria, where it will test what it thinks could be a high-grade gold-copper porphyry. And these things can be big, as shown by Newcrest’s Cadia deposit. Plus, Alkane’s gold and rare earths combination proves a magnetic attraction for investors. Show More

gold copper rare earths ASX:ALK ASX:LYC ASX:NCM ELECTRIC VEHICLES ASX:SVY

Global Miners - Where to from here?

James Gerrish

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

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