copper

Glencore chief feeds copper bulls with talk of ‘massive under-investment’ in new mines

Barry FitzGerald
Barry FitzGerald Independent Journalist

Ivan Glasenberg fuels talk the copper price could be set for another leg-up, contrasting forecast growth in demand with a chronic lack of investment in new supply. Plus, Piedmont looks to tap into US auto industry with made-in-America lithium and Kirkland’s Fosterville on track to be Australia’s best gold mine. Show More

gold copper glencore lithium glasenberg ASX:PLL ASX:KLA

A good year ahead for resources

Tim Hannon
Tim Hannon Newgate Capital Partners

We have argued the case for an exposure to the resources sector for over 12 months. Despite the excellent performance of the sector over this period, we continue to remain confident as our multi-pronged investment case remains intact. Show More

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Let the Good Times Roll

Mark Gordon
Mark Gordon Independent Investment Research

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

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Spumante makes way for Bollinger as resources sector celebrates bumper 2017

Barry FitzGerald
Barry FitzGerald Independent Journalist

Like all good years, 2017 will go down as the year when much-tipped bad things didn’t happen. Iron ore prices didn’t collapse and gold prices held up despite US rate rises. At the same time, commodity prices rose across the board, with battery materials leading the way. Show More

gold copper ASX:NST ASX:SBM ASX:SYR ASX:DRG ASX:PLS asx:dcn ASX:OKU ASX:KDR

Red River chief fears zinc miner will be snapped up ‘on the cheap’

Barry FitzGerald
Barry FitzGerald Independent Journalist

Red River’s MD says it would be a “tragedy” if his Queensland zinc miner is hit with a low-ball offer just as cashflow is set to surge and exploration offers much blue sky. Plus, Cassini tipped to bounce back as investors digest Oz Minerals’ deal with the base metals explorer. Show More

copper zinc nickel ASX:OZL ASX:CZI ASX:RVR

Metal prices and high-grade hits show Venturex’s time has come

Barry FitzGerald
Barry FitzGerald Independent Journalist

Venturex Resources has been unloved by investors for some time. But its time has come, thanks to surging zinc and copper prices, some game-changing drilling results and its highly promising conglomerate gold ground in the Pilbara. Plus, strong drilling results for Zinc of Ireland worthy of more investor attention. Show More

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Highlands tipped to ride high on back of cobalt boom

Barry FitzGerald
Barry FitzGerald Independent Journalist

As a partner in the substantial Ramu nickel-cobalt mine, Highlands Pacific has lots of what the lithium battery makers want. It also has a market cap of just $80m, which is why the stock is now attracting buy recommendations. Plus, will Perseus’ forecast production increases revive its share price? Show More

Bitcoin & Copper – correlated!

Chris Watling
Chris Watling Longview Economics

The explosion in money creation in China (and associated high credit intensity of GDP) has created a series of revolving bubbles around the economy. Here we look at where it is showing up. Show More

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Market smells big resource increase coming at West African

Barry FitzGerald
Barry FitzGerald Independent Journalist

Investors are bracing for a significant resource upgrade at West African Resources’ Burkina Faso gold project. The result is expected to underpin a revised development scenario, including higher production rates and lower costs. Plus, Great Boulder sets pulses – and shares – racing with wide sulphide hits at Mt Venn... Show More

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Robust Commodity Outlook

Gavin Wendt
Gavin Wendt MineLife

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 optimistic with respect to prices and demand. In particular, recent positive Chinese commodity demand data and outcomes from the recent Chinese Communist Party Congress,... Show More

Black Rock shakes off Tanzania’s asset grab with forecasts of strong returns from graphite project

Barry FitzGerald
Barry FitzGerald Independent Journalist

Shares in graphite hopeful Black Rock were smashed following Tanzania’s asset grab. But a PFS finds its project will still deliver strong returns thanks to low costs. Plus, Nzuri Copper gets hot and sweaty in the Congo as it prepares to release a feasibility study on its high-grade copper-cobalt project.... Show More

copper graphite tanzania ASX:SFR ASX:SYR ASX:BKT ELECTRIC VEHICLES ASX:NZC

Stavely set to drill elephant gold-copper porphyry target in Victoria

Barry FitzGerald
Barry FitzGerald Independent Journalist

Stavely Minerals is preparing for a potentially game-changing drilling program in Victoria, where it will test what it thinks could be a high-grade gold-copper porphyry. And these things can be big, as shown by Newcrest’s Cadia deposit. Plus, Alkane’s gold and rare earths combination proves a magnetic attraction for investors. Show More

gold copper rare earths ASX:ALK ASX:LYC ASX:NCM ELECTRIC VEHICLES ASX:SVY

New Century set to ride new zinc wave

Barry FitzGerald
Barry FitzGerald Independent Journalist

New research report tips New Century Zinc shares will keep rising. Plus, DGO Gold and its old boys join the great ‘Pilbara gold boom’ setting share prices alight, Talisman Mining prepares for a copper monty and Whiteback Energy to start drilling its big WA oil prospect. Show More

Australian rates heading to zero

Livewire Exclusive

As global rates start to rise, Australia may follow in the short-term, but structural issues will prevent the RBA from hiking rates far, explains Chris Watling, CEO of Longview Economics. Any rate-hikes from the RBA will be short-lived, he says, and those structural issues will force Australian rates to zero. Show More

Resource Sector Momentum Building

Gavin Wendt
Gavin Wendt MineLife

Commodity prices have defied pessimism and rallied solidly over recent months on the back of improved Chinese economic prospects, stability on the European political front, some degree of acclimatisation to Trump-related government volatility in the USA - and a weaker US dollar. Show More

Tolga set to come out in Draig

Barry FitzGerald
Barry FitzGerald Independent Journalist

Melbourne’s bustling mining investor Tolga Kumova, formerly of Syrah graphite fame, is set to reveal he has snared 9% of WA gold explorer Draig Resources. Plus, London insto climbs aboard Sandfire neighbour and copper explorer Auris while a host of imminent newsflow could see emerging gold producer Explaurum re-rated. Show More

Commodities threaten their decade-long downtrend

Livewire News
Livewire News Livewire

There have been some real fireworks in the base metals complex in recent weeks, with Zinc and copper hitting multi-year highs, and nickel and cobalt moving very strongly. Sprott Asset Management has published a view on the fundamentals in the metals, suggesting a decade-long technical downtrend may be ending: Show More

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Sipa - Delivering the goods

Mark Gordon
Mark Gordon Independent Investment Research

Sipa is a well-known explorer on the Australian scene, having been around for quite a while. Recent activities, led by a strong technical team, have been focussed on the Paterson North Project in Western Australia and the Kitgum Pader Project in Uganda, both of which have been returning very positive... Show More

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Copper fizzing at the bungs as supply-demand outlook tightens

Barry FitzGerald
Barry FitzGerald Independent Journalist

Growing confidence in the Chinese economy, forecasts of an electric vehicle boom and a tightening supply outlook have sent the copper price to a two-year high with forecasts of more to come. Plus, Oklo shares get a wriggle on as first assays dribble in from its Mali gold project. Show More

gold copper ASX:BHP ASX:OZL ASX:RIO ASX:SFR ASX:OKU ASX:AVI SolGold

Stavely results dangle the carrot of a big Victorian copper find

Barry FitzGerald
Barry FitzGerald Independent Journalist

Stavely Minerals is arousing investors with the prospect of a company-making porphyry-style copper-gold find in Victoria. Visual reports of the core are said to be “very encouraging”. And the alluring combination of borate and lithium fuels demand for new float. Show More