exploration

Centaurus - Brazilian copper and cobalt

Mark Gordon

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

Gold Mountain – Gold drilling to commence

Mark Gordon

Gold Mountain is set to commence drilling and bulk sampling on its Crown Ridge prospect within the Wabag Project, located 75km ENE of Porgera in the Highlands of PNG. The work is targeted at estimating an initial JORC-2012 resource, and also to assess the viability of a relatively short-term production... Show More

gold exploration png Drilling GMN:ASX Junior exlorer Alluvial

White Rock Minerals – High Grade Zinc

Mark Gordon

With the acquisition of 100% of the Red Mountain Zinc-Silver-Lead-Gold VMS in Alaska, White Rock Minerals is ideally placed to take advantage of the current and forecast strength in zinc markets. The Company has recently completed a JORC 2012 compliant Mineral Resource Estimate for Red Mountain, returning an overall resource... Show More

Kairos Minerals – Drilling for Gold

Mark Gordon

Kairos Minerals has recently commenced a 6,500m aircore drilling programme at its Roe Hills Gold/Nickel Project, following up on very promising results from an initial reconnaissance programme that intersected broad zones of near surface gold mineralisation. Roe Hills is located over the under-explored southern portion of the Kurnalpi Greenstone Terrane... Show More

Executive Series - Silver Mines Ltd (SVL) Managing Director, Anthony McClure

CommSec

Tom Piotrowski speaks with Silver Mines Ltd (SVL) Managing Director, Anthony McClure about the company’s feasibility study for its Bowdens Silver project and the timeline for getting the mine into production. Show More

The Burgeoning Uranium Renaissance

Gavin Wendt

Anyone even remotely associated with the resource sector is well acquainted with the concept of patience. One interesting quote that probably sums up what’s required is as follows: “Patience is not the ability to wait, but the ability to keep a good attitude while waiting.” Nowhere is this more relevant... Show More

Growing Understanding of Commercial Opportunity - Cardinal Resources (ASX: CDV)

Gavin Wendt

Cardinal Resources was one of the best-performing emerging gold plays of 2016, after having invested considerable amounts of time, energy and money in exploring, appraising and steadily de-risking its multi-million ounce Namdini gold project in Ghana to an acceptable level. All of this activity happened at just the right time... Show More

Emerging Gold Producer at the Right Time - Gascoyne Resources (ASX: GCY)

Gavin Wendt

With A$ gold prices continuing their strong 15-year run, it's interesting that there are relatively few new gold sector production opportunities of reasonable scale available to investors at the present time. Most budding gold hopefuls have already made the transition to production status over recent years, with the balance having... Show More

gold resources mining commodities exploration metals ASX:GCY gcy:au

Metalicity (ASX: MCT) - Unique Zinc and Lithium Exposure

Gavin Wendt

Metalicity is one of the rare ASX-listed situations that offer investors exposure to both zinc and lithium. Why is this interesting? Well, zinc was the second-best performing commodity last year (up 88%), behind only coking coal (up 250%). Zinc is being driven by major supply-side factors in the form of... Show More

Join the conversation

Producer Discipline Suggests Uranium Price Recovery

Gavin Wendt

Most commodities rose solidly (even strongly) during 2016, but uranium missed the party badly – it fell by 41% and hit a 12-year low of $20/lb during November. What a far cry from its peak of $137/lb in mid-2007, when oil hit $150 a barrel and most commodities enjoyed a... Show More

resources mining commodities exploration uranium metals 2017 outlook

Production Headwinds Provide Strong Support for Future Gold Prices

Gavin Wendt

Major gold miners face a dilemma - robust demand for their product, but question marks over how they will meet demand. Annual gold production is currently running at record levels, but will it be able to sustain itself - given slashed exploration budgets, falling levels of new discoveries and declining... Show More

gold resources mining commodities exploration metals

Gold Miners Not Doing Enough to Replenish Depleting Reserves

Gavin Wendt

Reflecting an 85% decline in the actual amount of gold discovered worldwide over the past decade and a 60% decline in the amount of capital expenditure undertaken by the gold industry over the past four years, it shouldn't come as too much of a surprise that the world's overall gold... Show More

gold resources mining commodities exploration

Finding Gold Becoming Increasingly Problematic

Gavin Wendt

Over recent weeks we’ve highlighted the reasons why gold can thrive under a Trump presidency – and defy experts forecasting a plunge to below $1,000/oz. Firstly, an appreciating US dollar is lousy for US exports as it makes them more expensive, with nations disinclined to buy US exports when the... Show More

resources mining commodities exploration metals gold'

Metalicity (ASX: MCT) - dual exposure to high-flying zinc and lithium

Gavin Wendt

Metalicity (ASX: MCT) is an emerging resource play that's seen its share price almost treble over the past 12 months since our initial coverage. The simple reason is its dual exposure to what are two of the resource sector's most important commodities right now - zinc and lithium. From a... Show More

Emmerson Resources (ASX: ERM) - Bonanza-grade gold play

Gavin Wendt

The best way to appreciate Emmerson Resources' (ASX: ERM) exploration achievements is to examine its share price performance - which is up by more than 326% since our initial recommendation just a year ago. Most will have never heard of this ASX gold junior, but the company's been a dedicated... Show More

Thundelarra - Drilling for gold

Mark Gordon

Thundelarra is currently drilling at their Garden Gully Gold Project located near Meekatharra, a proven gold producing area. This programme has been designed to follow up positive results from recent scout drilling which returned up to 7m @ 24.5g/t gold in highly prospective but surprisingly under-explored tenements. Could Garden Gully... Show More

Livewire Exploration Watch

John Robertson

Azure Minerals has reported a 67.1 meter thick interval of mineralised material at its Loma Bonita prospect in Sonora State in Mexico. The discovery includes a 25.9 meter thick zone from surface grading 1.31 g/t Au and 17 g/t Ag and a 25.9 meter interval from 36.6 meters grading 2.4... Show More

resources mining exploration azs:au AME:AU CTM:AU

The Investor Roadshow: How to Choose?

John Robertson

Twenty mining companies have just completed a two day investor roadshow in Sydney and Melbourne. Most have not yet commenced production or are at a very early stage in building output. How to choose from a presentation alone? Four criteria might offer a useful initial filter: a structured presentation built... Show More

resources mining exploration blk:au sgq:au unv:au LCK:AU

Livewire Exploration Watch

John Robertson

Thundelarra has reported high grade intersections of unweathered gold-bearing quartz-carbonate vein material at its Garden Gully prospect. Results include 7 metres at 21 g/t Au from 11 metres downhole, 2 metres at 8 g/t Au from 49 metres and 12 metres at 4 g/t Au from 96 metres. The proximity... Show More