ASX:NCM

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

Strong A$ gold price fuels talk of M&A among mid-tiers

Barry FitzGerald

With bumper margins and bloated kitties, Australia’s mid-tier gold miners are primed for M&A. But this time, it’s expected to be more bolt-on than mega-merger. Smaller companies with growing inventories are seen as potential targets. And talking of targets, Argonaut Resources is about to drill several in the Gawler Craton. Show More

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Australian Results Season: Resurrection or Crucifixion?

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

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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

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

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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