asx:nmt

Mark Gordon

Despite a flat few months (and some EOFY selling), there continues to be strong investor interest and good value in the junior to mid-cap resources 18 months into the current cycle, particularly for those companies with quality management and projects. Gold is holding its ground at around US$1250/oz, and despite... Show More

Mathan Somasundaram

Local market made an unconvincing positive day after US market lost steam on the tax reform agenda release. US tax reform agenda was a yawn as expected. It looked like a high school project but with less detail. It was a one pager that stated pre-election slogans with not much... Show More

Paragon Funds Management

Electric Vehicles (EVs) and their mass-market rollout plans continue unabated, with nearly all the major auto manufacturers either ramping up, building or expediting plans for large scale EV roll out. Fourteen megafactories are being built globally, with more planned by Tesla, VW and others across the globe. The global EV... Show More

Mark Gordon

It is that time of year where we reflect on the previous 12 months and look towards the next. For all intents and purposes 2016 has been a bumper year for the juniors and mid-cap resource stocks following five years of pain, with our view being that 2017 again will... Show More