gold

Spitfire and Excelsior: 1 + 1 > 2

Mark Gordon

Spitfire Materials and Excelsior Gold, which have entered into a Merger Implementation Agreement, are a natural fit, with the key gold projects of the companies being less than 20km from each other, and close to the regional mining powerhouse of Kalgoorlie. The merger will bring in operational synergies, with the... Show More

Satellite photo shows Independence’s real deal with Creasy is still in the making

Barry FitzGerald

Independence Group’s announcement this week of a $21m exploration agreement with prospector Mark Creasy only served to fuel talk they are working on a much bigger deal. And this satellite image shows why many believe there is much more to come. Plus, knocked-down explorer Explaurum fights back with strong results. Show More

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Ben Griffiths: High conviction small cap investing

Livewire Exclusive

In March 2017 Ben Griffiths found himself in a deeply uncomfortable position. For the first time since inception 15 years ago his small cap portfolio was badly lagging the benchmark. Sentiment had violently swung against his stocks and Griffiths was facing a tough decision – hold the current course or... Show More

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Sunstone on cusp of major copper-gold find in Ecuador as drill permit looms

Barry FitzGerald

The team behind the massive SolGold and Tujuh Bukit copper-gold discoveries is now running Sunstone .. and they believe there is strong evidence that they are onto their next big find. Now they are preparing to drill. Plus, Centaurus Metals’ nickel-cobalt discovery catapults it into the booming battery metals sector. Show More

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Make Australia Gold Again!

Jordan Eliseo

Gold prices have steadied in the last few trading days, after correcting over the last month in the face of a rallying USD, and a sharp unwind in speculative positions. Show More

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Dacian set for share price re-rating on production ramp-up and exploration success

Barry FitzGerald

The Rohan Williams-led miner is cranking up Australia’s newest gold mine, with production forecast to hit 180,000-210,000oz in FY19. And recent exploration results show it is likely to soon have a third source of ore for its plant. Plus, rising prices for battery metals boost Panoramic’s campaign to re-start Savannah.... Show More

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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

If Buffett is Right – its time to shut Livewire Down!

Jordan Eliseo

Long dubbed ‘Woodstock for Capitalists’, or the Stockmarket Superbowl as we prefer, the recently held Berkshire Hathaway Annual Meeting offered plenty of insights for investors big and small. Show More

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New World Cobalt aims to meet battery makers’ demands for non-DRC supplies

Barry FitzGerald

With its foot now securely planted on three historic high-grade cobalt projects in North America, New World Cobalt is positioning itself to supply battery manufacturers with their key ingredient – while doing it as far away from the DRC as possible. Plus, Capricorn poised to be Australia’s next 100,000ozpa gold... Show More

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Rimfire Pacific - Multi metal prospectivity in one project

Mark Gordon

Rimfire Pacific is a Company that has been operating in the Fifield region of New South Wales for some time now with the primary focus on arc-related copper and gold mineralisation. The original focus was on platinum, with the Company’s tenements hosting the historic Fifield deep lead and shallow hard... Show More

Growing NTM Gold offers cheap entry into lucrative ASX gold league

Barry FitzGerald

In a sector where market caps have run hard on the back of robust margins, $15m-NTM, which comes complete with a 277,000oz inventory in WA and imminent resource upgrade, seems to have much to recommend it. Plus, Encounter Resources’ enviable JV with Newcrest leaves it highly leveraged to exploration success.... Show More

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The Rules of Investing: Rick Rule’s secrets of success

Livewire Exclusive

This week’s guest on the podcast is Rick Rule, President and CEO of natural resources specialists, Sprott US Holdings. According to Mining Journal, Rick is one of the top five most influential people in mining globally; an honour that he shares with President Xi Jinping and Donald Trump. Show More

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Orion rises from the ashes; and a warm reception for First AU float

Barry FitzGerald

Orion Minerals’ counter-cyclical gamble on the abandoned Prieska zinc-copper mine in South Africa’s remote Northern Cape province back in 2015 has come up trumps on three fronts – a new resource confirmation, bumper metal prices, and dare we say it, the rise to power of a more mining friendly president... Show More

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We Bought Back How Much Gold?

Jordan Eliseo

Despite the rising trade tensions and escalating geopolitical risk, gold has remained largely range bound in 2018, so far unable to break through and hold above USD $1360oz, yet strongly supported (for now) above USD $1305oz. Show More

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Stonewall Resources - High Grade Gold

Mark Gordon

When “gold” and “South Africa” are mentioned in the same sentence, thoughts generally turn to the deep mines of the Witwatersrand, historically one of the world’s largest gold producers. However, the Wits was not the site of South Africa’s first gold rush; that honour goes to the Pilgrim’s Rest-Sabie gold... Show More

The New Criterion: a fresh approach to the Witwatersrand gold rush

Tim Boreham

Gold miner West Wits has turned its focus from the Indonesian province of Irian Jaya to South Africa’s famed Witwatersrand region. Meanwhile, the revived Kingrose Mining is out to prove that ASX listed miners can do business in Indonesia. Show More

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Chart Of The Week: Gold vs Real Yields

Callum Thomas

This week it's gold and real yields. A really important thing happened with interest rates in November last year which should be front of mind for investors thinking about gold. It is a reasonably well established understanding that gold prices trade inversely to real yields, and I'll explain why shortly.... Show More

Lucapa set for double dose of diamond action

Barry FitzGerald

Exploration is poised to resume at Lucapa’s spectacular Little Spring Creek find in WA, where the company recovered 19 diamonds from one drill hole shortly before the wet season set in last year, while first production is looming at the Mothae diamond project. Plus, Nagambie hunts for Fosterville-style bonanza gold. Show More

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Why aren't rising rates hitting gold?

Michael Wayne

Gold is holding up despite an environment of rising bond yields that are traditionally a headwind for the metal. With this relationship breaking down, we look at what is supporting gold, and nominate our preferred exposures in the sector. Show More

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EganStreet – cashed up, high grade gold

Mark Gordon

Following the underwriting and conversion of listed options, EganStreet has now secured $11.9 million in funding to progress its 100% owned, high grade advanced Rothsay Gold Project, located just 440km NE of Perth in the Yilgarn Province of Western Australia. Show More