coal

As we all know the Coal Sector was arguably the darkest corner of the market in 2019 with the likes of Whitehaven Coal (WHC) down over 70%. The fall was attributed to...

While the US stock market has fallen slightly this week, it is still up substantially over the past few months and volatility measures suggest reduced concern over the...

Demand for hydrocarbons is driving a quarter-decade investment opportunity, despite a revolution in electric vehicles and renewables over the longer term, says Lazard...

A ‘Materially’ Different Take on Infrastructure: Betting Big Behind the Scenes on Coronado Global Resources (CRN.ASX) +20% in 2 Weeks with More to Come!...

Even the maligned banks have relinquished their ‘most maligned’ status to Old King Coal following our summer of conflagrations for which carbon-emitting coal powered...

Whitehaven's results have slightly missed our expectations which were determined by the revised guidance issued by the company on the 5th of December. Whitehaven...

A business with outstanding margins, strong cashflows, good balance sheet, consistent dividends and high barriers to entry combined with an attractive valuation all...

There is a common misconception that a wholesale switch to electric vehicles will radically increase demand for electricity. As we outline in this infographic, it...

We have recently moved fairly aggressively long the resources stocks with a 24% direct holding not including gold, hence the obvious question after moves like...

Bloomberg just published another stark reminder of the shifting landscape for energy generation – fossil fuels have a limited time as viable sources of energy. And I’m...

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...

Following on from a robust PFS, Allegiance Coal (ASX:AHQ) has recently commenced a Feasibility Study on its 100% owned Telkwa Coal Project in British Columbia, for...

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...

Given recent headlines and speculation with respect to commodity prices, I thought it worthwhile to outline my views on the near-term picture. Overall, I remain very...

Electricity generation in Europe is undergoing a major transformation. Many investors think that the “new world” (i.e. renewables, batteries and smart grids) is going...

The Telkwa Metallurgical Coal Project, into which Allegiance is earning 90%, has the potential to produce PCI or SSCC metallurgical products at FOB costs of...