ASX:SFR

Marcus Tuck

The copper price is often regarded as a barometer of the world economy because of its wide-ranging applications in industrial production and electrical equipment. Copper is used everywhere from homes and factories, to electronics and power generation and transmission, so demand for copper is often viewed as a reliable indicator... Show More

Barry FitzGerald

Shares in graphite hopeful Black Rock were smashed following Tanzania’s asset grab. But a PFS finds its project will still deliver strong returns thanks to low costs. Plus, Nzuri Copper gets hot and sweaty in the Congo as it prepares to release a feasibility study on its high-grade copper-cobalt project.... Show More

Michael Gable

Trying to value resource companies can be notoriously difficult because of commodity price assumptions. Analysts tend to be too optimistic when stock prices have already peaked, and they tend to be too conservative once prices have already bottomed. Show More

Tim Hannon

The resources industry performed well over 2016 and it may appear to some that it is ‘too late’ to increase exposure to the sector. Our analysis suggests that the recovery remains in its early stage. In making our case we have written the following research piece providing eight justifications for... Show More

Mark Gordon

Thundelarra is currently drilling at their Garden Gully Gold Project located near Meekatharra, a proven gold producing area. This programme has been designed to follow up positive results from recent scout drilling which returned up to 7m @ 24.5g/t gold in highly prospective but surprisingly under-explored tenements. Could Garden Gully... Show More

Eley Griffiths Group

Reporting season is always a useful time to glean insights from individual companies but more powerful when you are able to benchmark across the industry. First, the most recent round of mining company quarterly reports highlight how successful resource companies have been at optimizing operating costs. Lower diesel, mining and... Show More

Livewire Exclusive

Jeremy Bendeich from Avoca Investment Management says the current M&A cycle is likely being fueled by the availability of cheap credit – but it is also shedding light on value opportunities. With debt funding at record low levels there has been an arbitrage on offer for companies looking to make... Show More