gold

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

Great Boulder Resources (GBR.ASX) Metallurgy key at Mt Venn + Jundee South near Northern Star's NST.ASX major Zodiac discovery

Wentworth Securities

In Nov 2017 GBR rallied 208% on the announcement of the major discovery at Mt Venn (top assays 4.3% copper and 0.1% cobalt). There was broad mineralisation, and large strike - at 7.5km strike. Note, GBR has only scratched the surface, literally, with a reconnaissance drill program at Mt Venn.... Show More

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Rumours about Aruma’s ‘large-scale gold system’ gain credence

Barry FitzGerald

Those in the know are whispering about little-known Aruma Resources and its recent gold discovery near Kalgoorlie. The first round of drilling hit two 500m-long shoots, albeit low grade, and the next round is imminent. Plus, Victorian gold specialist Navarre looks cheap against its peers with drilling results pending. Show More

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Glencore chief feeds copper bulls with talk of ‘massive under-investment’ in new mines

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

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Not one, not two, but three for Dacian

Barry FitzGerald

With first gold just seven weeks away, Dacian has made another discovery which could increase production and mine life at its 200,000ozpa Mt Morgans project. Plus, Tawana looks set for re-rate on imminent lithium production. Show More

Chinese aerospace deal could send Clean-TeQ to new heights

Barry FitzGerald

Lithium and cobalt at the Syerston project have underpinned Clean-TeQ’s runaway share price. But Syerston’s lesser-loved scandium may be about to have its day in the sun thanks to a deal with China’s aerospace industry. Plus, Red 5 makes a strong start to life as a WA gold miner. Show More

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