canada

Mark Gordon

We are now seeing the market stand up and take notice of Sayona Mining which continues to deliver on the Authier Lithium Project in Quebec, with recent advances including delivery of a positive updated PFS for the Project. Quebec is a well-regarded mining jurisdiction that ranked 6th globally in the... Show More

Mark Gordon

Lithium demand forecasts by several parties have been dramatically increased recently, driven largely by the expected growth in the use of electric cars driving demand for lithium-ion batteries. 2025 demand forecasts range between 500,000t and 1,000,000 LCE, multiples of the current demand of ~220,000t. Ideally placed to take advantage of... Show More

John Robertson

On 30 November, I am due to speak at the annual Mines and Money investment conference in London. My main theme will be the changing structure of capital flows in Australia and what that means for the country’s mining industry. Although not central to the presentation, the chart below was... Show More

Livewire News

Australia’s resources based economy is a lot like… Canada. And what’s happening in Canada? Canada’s economy shrank in the first quarter, which was the first time it has contracted since 2011 as falling energy prices prompted a decline in business investment. “Gross domestic product fell at a 0.6 percent annualized... Show More

Nicholas Forsyth

After 43 trading days of “treading water” between 5740 and 5997, a decent move from the ASX200 is clearly overdue. For March/April combined, the average return for banks is +5.7%. However, currently we are only up 1.7%. Tops are generally the hardest inflexion-points in a market to identify and this... Show More

Saxo Capital Markets Australia

The next crisis starts here: Knuthsen... Globally, 17 central banks have eased their monetary policies this year, and over half the world's population has experienced falling interest rates and/or QE. The ECB's aggressive QE program will start in March, with effects already contributing to decline in interest rates and the... Show More