copper

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...

It’s the most enduring thematic of our times, and now investors can get exposure at a significantly lower price thanks to the recent impact of rising rates and global...

Probably the most significant event of 2022 so far on commodity markets has been the invasion of Ukraine by Russia in February. Both Russia and Ukraine are...

Copper has not enjoyed the same hot run of other commodities like nickel and lithium. But according to resources guru Barry Fitzgerald the long term picture for the...

Copper has not experienced the wild upswing in price that a range of other mineral commodities have in response Russia’s invasion of Ukraine. But the red metal has...

It doesn’t take much for a junior exploration company to have a $50 million market cap nowadays.  All it needs to say is that it is looking for lithium or one of the...

The copper price was doing nicely long before Russia invaded Ukraine, having risen 51% from its 2020 average to a 2021 average of $US4.22/lb. The price has been swept...