exploration

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

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

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

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

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

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

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

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

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

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