As investors, we all look for opportunities where there is a clear, coherent and compelling rationale for investing. Ideally, the opportunity should possess strong growth characteristics, and limited downside should our thesis not eventuate after a period of time. We look at one such thematic, and three microcap exposures to... Show More
China is Australia's largest trading partner and this week China announced new pollution controls that have gone largely unnoticed. We have previously written on Livewire about China and the Energy Revolution that is taking place with: Show More
The Rohan Williams-led miner is cranking up Australia’s newest gold mine, with production forecast to hit 180,000-210,000oz in FY19. And recent exploration results show it is likely to soon have a third source of ore for its plant. Plus, rising prices for battery metals boost Panoramic’s campaign to re-start Savannah.... Show More
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
With its foot now securely planted on three historic high-grade cobalt projects in North America, New World Cobalt is positioning itself to supply battery manufacturers with their key ingredient – while doing it as far away from the DRC as possible. Plus, Capricorn poised to be Australia’s next 100,000ozpa gold... Show More
Rimfire Pacific is a Company that has been operating in the Fifield region of New South Wales for some time now with the primary focus on arc-related copper and gold mineralisation. The original focus was on platinum, with the Company’s tenements hosting the historic Fifield deep lead and shallow hard... Show More
The Macquarie Conference each year throws up opportunities for re-ratings or new companies of interest to Institutional investors. Clean Teq Holdings Ltd (ASX: CLQ) was a company that presented at the Macquarie Conference last week. Show More
Expect plenty of upcoming news from Hylea Metals, with a 50 hole, 3000m RC programme having recently commenced at the Tigers Creek Co-Ni-Pt-Sc prospect within the broader Hylea Project, which is one of the last laterite occurrences in the Fifield district of New South Wales not yet hosting a JORC-compliant... Show More
With the world embarking on a potential Third Industrial Revolution, according to one well-known economic advisor to China and the European Union, Jeremy Rifkin, the landscape for the commodities of today may well not be the commodities of tomorrow. Rifkin recently said: Show More
The imminent drilling program to expand Aeon’s Walford Creek copper-nickel resource will be keenly watched by growth-hungry mid-tiers. Plus, David Flanagan’s Battery Minerals secures its mining licence, putting it on track for graphite production at its first project this year, while studies on its second operation are returning strong results. Show More
I wrote about GBR's Mt Venn earlier this week at 23.5c (last 29C +23.4% - Metallurgy can make Mt Venn + Jundee South near Northern Star's NST.ASX major Zodiac discovery). Today GBR has announced a significant intrusion identified near the Mt Venn complex. There is no doubt from the language... Show More
In Nov 2017 GBR rallied 208% on the announcement of the major discovery at Mt Venn (top assays 4.3% copper and 0.1% cobalt). There was broad mineralisation, and large strike - at 7.5km strike. Note, GBR has only scratched the surface, literally, with a reconnaissance drill program at Mt Venn.... Show More
Julian Babarczy, Portfolio Manager at Regal Funds Management, bought his first stock at age 19 and has been passionate about investing ever since. He joined the team at Regal Funds Management in 2004 and has now been working there for well over a decade. Julian has developed an interest in... Show More
While there are no Electric Vehicle (EV) manufacturers listed on the Australian Stock Exchange, Australia has a number of companies that participate in the most exciting part of the supply chain where I believe the bulk of value will likely accrue through the cycle. Show More
High-purity alumina is touted as the next hot industrial mineral - and there is a growing view that Hill End may have lots of it. The guessing will soon be over, with a maiden resource expected shortly. Plus, Centaurus’ local knowledge lands it a highly prospective Brazilian nickel-cobalt play. Show More
January saw volatility return to Lithium and Cobalt markets, both correcting on oversupply anxiety. Glencore announced that its Democratic Republic of Congo (DRC) project Kamoto will expand its Cobalt output to 34ktpa by 2019 (~30% of CY19F global demand). This news impacted Cobalt stocks globally on near-term oversupply concerns. Show More
Lithium and cobalt at the Syerston project have underpinned Clean-TeQ’s runaway share price. But Syerston’s lesser-loved scandium may be about to have its day in the sun thanks to a deal with China’s aerospace industry. Plus, Red 5 makes a strong start to life as a WA gold miner. Show More
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
With the current drilling campaign ending with the onset of the NT wet season, N27 will be releasing results Jan 18. Given the price has been trading some 50% off its highs (still a great result from $0.20 lPO), I am looking again at N27, with a period of important... Show More
Assays out for the first 5 RC holes at Stanton (note on drilling program HERE) We had hoped they would at least replicate the old RIO/CRA holes, which they did and more. With the first 500m's of drilling released 164m were mineralised with Co above 0.05% and 120m's above 0.15%.... Show More