base metals

This is an addendum to our investment thesis released on Adriatic Metals ('ADT'). We have been requested by several investors to share our research on similar...

One of the latest "listings" on the ASX is First Au (ASX:FAU), which is the result of the June 2018 reinstatement of Public Holdings (Australia) Ltd following the...

Despite improving market dynamics, one of the sectors still largely flying iunder the investors' radar is the junior end of the mineral sands industry. We have seen...

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...

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...

Northern Territory focussed explorer Todd River Resources (ASX: TRT) is set to list on the ASX at 12 noon AEST today. The Company, which has a portfolio of quality...

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...

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...