Recent times have seen a number of porphyry copper-gold gold discoveries by junior to mid-tier explorers, with the most advanced being Xanadu (ASX: XAM, TSX: XAM) with their Kharmagtai and associated discoveries in Mongolia, and Solgold (LSE: SOLG, TSX: SOLG) with the Cascabel Project in Ecuador. In addition, Sunstone Metals... Show More
This week’s sell-off saw the likes of tech and health stocks walloped. But investors can take some comfort from the solid showing by gold stocks, which in turn suggests that hard assets like commodities could emerge as winners. If this comes to pass, emerging producers will offer significant leverage. Show More
With tectonic plates shifting under the markets, we got in touch with three leading economists to get their number one chart in markets today. First up, Cameron Kusher, Principal at CoreLogic, tells us what the market’s been missing in residential housing. Next, Alex Joiner, Chief Economist at IFM Investors, looks... Show More
A usually-overlooked departmental document has lifted the lid on the size of Mark Creasy’s base metals find in WA – and it is fuelling speculation that Independence Group will be keen to gets its hands on it. And speaking of discoveries, there is growing interest in Great Boulder’s drilling campaign. Show More
Exclusive: Prospector Mark Creasy confirms he has made a big base metals find in WA. Creasy’s deposit is 25km from Independence’s Nova-Bollinger project, fuelling speculation that a deal is around the corner. And exploration is hotting up at PolarX’s Alaska Range project, causing this week’s raising to be heavily over-subscribed. Show More
Independence Group’s announcement this week of a $21m exploration agreement with prospector Mark Creasy only served to fuel talk they are working on a much bigger deal. And this satellite image shows why many believe there is much more to come. Plus, knocked-down explorer Explaurum fights back with strong results. Show More
Word on the street is that prospector Mark Creasy has made a large nickel-copper discovery 25km from Independence’s Nova project .. and Independence is negotiating to buy it from Creasy, who is also its biggest shareholder. Plus, more exploration results fuel talk of Rio’s ‘big copper find in WA’. Show More
There is mounting evidence that Rio is onto a major copper discovery in WA. It is yet to whisper a word, but satellite images reveal it has drilled ~10 holes and is building a camp. So which juniors are set to cash-in on the nearology? Sipa, Antipa and Red Metal. Show More
OZ Minerals chief talks up copper fundamentals, saying new technologies were driving demand while copper discoveries were hard to come by. But as he spoke, Todd River was unveiling some outstanding results showing it may have a big find on its hands. Plus, Rex Minerals seeks $5m to reinvigorate Hillside. Show More
The team behind the massive SolGold and Tujuh Bukit copper-gold discoveries is now running Sunstone .. and they believe there is strong evidence that they are onto their next big find. Now they are preparing to drill. Plus, Centaurus Metals’ nickel-cobalt discovery catapults it into the booming battery metals sector. 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
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
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