Barry FitzGerald

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

John Robertson

Not so long ago (i.e. just a few weeks), Glencore was leading the cheer squad for zinc. Its corporate acolytes were pitching the “zinc is the strongest metal” argument to retail investors liberally using Glencore’s charts and statistics in their presentations. Now, apparently, a price fall since May is too... Show More

Nicholas Forsyth

Iron-Ore has plunged 40% this year, but we still feel BHP will fall ~30% further. RIO was +6.6% overseas, as it considers a merger with Glencore to create the world's largest Iron-Ore producer. Iron-ore prices have plunged 41% this year, I see no short/medium term change in this trend. Vale, the largest... Show More

James Marlay

Whilst the pricing around the speculative Glencore bid for OZ Minerals looks dubious the fact remains that there has been increased M&A activity in The Australian markets. With half of OZ's market cap reflected in cash and liquid assets (SFR) you can understand where exposure to two copper assets could... Show More