copper

Forecasts of supply deficits suggest red metal will get red hot, making smaller stocks such as New World Resources an investor’s playground.

With ongoing "bad news is good news" market sentiment, how much is the market pricing in a soft landing and what risk does that pose?

Develop, Beament’s miner-cum-contractor, has been amassing a big team to capitalise on the shortage. Plus, Patriot’s bumper lithium hit.

Plus, the disconnect between Sunstone’s $100 million market cap and its case for why it could be on its way to producing 10 million ounces. Messing with guidance on...

What an opportunity we have in this episode to spend some time with our very special guest, Western Australian entrepreneur, 40+ year prospector, business owner and...

Plus, the latest list of up-and-coming projects gives investors plenty to mull while MinRes and Pilbara respond to lithium market rumours with simple facts. BHP’s...

Macro narratives are powerful things. They foment fear in bear markets and fuel confidence in bull markets. But narratives also do their best to mask opportunities. ...

The drill bit is again setting share prices alight - and with good reason, according to new research by a veteran minerals economist. Centaurus’ rise from $24m junior...

Thematic investing is a forward-looking investment approach that seeks to capitalise on megatrends. Thematic investing can focus on short-term, more cyclical themes...

There’s growing talk that power utilities are about to sign a rash of non-Russian supply contracts, with the likes of Boss poised to benefit; Plus, battery-types are...

At one point in 2022, commodities were the only asset class which was positive YTD – as a completely unconstrainted investor, the returns for all H1 2022 were to be...

The manoeuvring involving Red 5, Genesis, St Barbara, Dacian and Kin could deliver a significant prize – for some. Plus, Cygnus quadruples its land holding in Canada’s...

With the Chalice and Liontown discoveries under his belt, and the top Diggers award to boot, Tim Goyder is threatening to strike it rich again. Plus, $17m Bellavista...

Emerging producers like Bellevue could be on the menu for the big producers, ditto for Peel in the copper space. Stavely shareholders soak up SPP and Creasy punts on...

This wire will provide readers with an "Update in charts" of some of the key components we are monitoring for an easing of inflation.  Although brief, this wire...

The current outlook for commodities is polarising investors. Commodity prices and resource stocks have declined (see chart) as the market has incorporated the...

The unprecedented outlook for the red metal is big news for the juniors, such as Sunstone, which analysts have just suggested could have up to 15Moz of gold equivalent...

A promising drill hit 10km north of its world-class Gonneville nickel-copper-PGE find, and one from Caspin 30km further along has set investors’ juices flowing again....

The sell-off in nickel stocks like Centaurus, despite the metal price holding up, seen as an opportunity for longer-term investors. This is ditto for lithium shares. ...

Plus, Bellevue Gold set for juicy cashflow on low costs and 200,000oz a year, Inca gets pulses racing with some good-looking core from the NT and Josh Pitt’s $6m Traka...