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
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
This week’s guest on the podcast is Rick Rule, President and CEO of natural resources specialists, Sprott US Holdings. According to Mining Journal, Rick is one of the top five most influential people in mining globally; an honour that he shares with President Xi Jinping and Donald Trump. 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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