ASX:SBM

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

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

Barry FitzGerald

Those in the know are whispering about little-known Aruma Resources and its recent gold discovery near Kalgoorlie. The first round of drilling hit two 500m-long shoots, albeit low grade, and the next round is imminent. Plus, Victorian gold specialist Navarre looks cheap against its peers with drilling results pending. Show More

Bell Potter

The Bells Gold Tracker is a periodic update and review of ASX-listed gold equities and the gold market. We run through a current market theme, key company releases (including Substantial Holding Notices), a gold-producers’ comparison table, a gold equities performance “heat-map” and some key price and relative value charts. This... Show More

Mathan Somasundaram

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

Alex Cowie

It’s time to observe the halfway-mark for Livewire readers’ 2017 stock picks, nominated in December as part of our Outlook series. Read on to see the current top twenty, some recent contributor commentary on them, and the spreadsheet for the full list of 261 stocks with key metrics. Show More

Mathan Somasundaram

Local market ran up on strong US data at the open then traded sideways for the second half of the day. Market flipped on recent trading trends and bought into both major sectors…banks and miners did well today. The best performers were IT, Staples and Miners while Utilities, Gold and... 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

Mathan Somasundaram

Local market popped on the open again after US reporting season kicker and then traded sideways. US reporting season continues to remain robust…and there is no reason to bet against it…even the US new home sales were a big beat…supports strong economy. Banks lead the way higher while Gold stocks... Show More

Foster Stockbroking

Heightened expectations of US growth are fading in light of no new economic data to suggest the promised fillip. The efforts of the new Trump administration continue to be frustrated on a number of fronts and cannot point to any meaningful progress so far (Obamacare repeal, debt ceiling, and other... Show More

Mathan Somasundaram

Local market fell on the open and then recovered some losses to give up substantial part of yesterday’s gains. Markets are working through the implications of increased fiscal spending without spending cuts…likely to drive inflation higher and force US Fed to move faster than expected. US Fed rate hike March... Show More

NAOS Asset Management

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view detail some of... Show More

Paragon Funds Management

We wrote about our top-down gold investment thesis and the companies best placed to benefit in our February 2016 update. As stated previously, gold’s investment case has merit given the unprecedented level of global QE and currency debasement, and we have become increasingly constructive on gold given the return of... Show More