base metals

Mark Gordon

The current ~$420 million takeover offer by OZ Minerals for ASX listed Brazilian copper miner Avanco Resources should pique the interest of investors in Brazil, a major global producer of a number of commodities with highly prospective geology, but with only a relatively few ASX listed resources companies operating in... Show More

Mark Gordon

Strong investor interest has continued in the junior and mid-cap resources stocks through 2017. Despite a relatively flat first half of the year, the second half has seen a 20-30% increase in the relevant ASX indices on the back of steadily improving metals prices, particularly in the base and battery... Show More

Robert Frost

As a provider of drilling fluid products, downhole instrumentation and geo-analytic services to exploration, development and resources production companies, Imdex Limited is highly leveraged to any uptick in key commodity prices such as gold and/or base metals. Show More

Callum Thomas

We all know how interlinked China and iron ore prices are, but copper also finds its lead from China. Chinese demand accounts for over half of global copper demand so as China travels through its business cycle, so does copper. Show More

Callum Thomas

One of the themes I looked at in the latest edition of the Weekly Macro Themes was Chinese fixed asset investment. One aspect of particular interest - especially for commodity markets, is the matter of Real Estate fixed asset investment. The chart below shows just how sensitive base metals are... Show More

Gavin Wendt

This time last year copper was in serious trouble - it had just hit its lowest level since 2009. What followed was a period of consolidation until the US presidential election in November, when prices lifted to 18-month highs on the back of Donald Trump's victory - and bullishness about... Show More