graphite

Kibaran Resources - Building a vertically integrated graphite business

Mark Gordon

After receiving a key guarantee from the Tanzanian Government for a 10 year extension to the Mining Licence for its 100% owned fully permitted Epanko Graphite Project in Tanzania, Kibaran is now looking to finalise funding to set the development process in motion. Show More

Aeon’s Queensland copper-cobalt deposit could become too much for majors to resist

Barry FitzGerald

The imminent drilling program to expand Aeon’s Walford Creek copper-nickel resource will be keenly watched by growth-hungry mid-tiers. Plus, David Flanagan’s Battery Minerals secures its mining licence, putting it on track for graphite production at its first project this year, while studies on its second operation are returning strong results. Show More

Emerging winners from the electric vehicle megatrend

Julian Babarczy

While there are no Electric Vehicle (EV) manufacturers listed on the Australian Stock Exchange, Australia has a number of companies that participate in the most exciting part of the supply chain where I believe the bulk of value will likely accrue through the cycle. Show More

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Let the Good Times Roll

Mark Gordon

Strong investor interest has continued in the junior and mid-cap resources stocks through 2017. Despite a relatively flat first half of the year, the second half has seen a 20-30% increase in the relevant ASX indices on the back of steadily improving metals prices, particularly in the base and battery... Show More

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Black Rock shakes off Tanzania’s asset grab with forecasts of strong returns from graphite project

Barry FitzGerald

Shares in graphite hopeful Black Rock were smashed following Tanzania’s asset grab. But a PFS finds its project will still deliver strong returns thanks to low costs. Plus, Nzuri Copper gets hot and sweaty in the Congo as it prepares to release a feasibility study on its high-grade copper-cobalt project.... Show More

Are rubies the new diamonds?

Mark Gordon

Most know the success story that diamonds have been, however this has only been a relatively recent phenomenon, with the success story really only starting in 1938 when De Beers, with a ready source of diamonds, commenced a concerted push to build a market. With the discovery of the Montepuez... Show More

Junior and Mid-Cap Resources – Strong Investor Interest Continues

Mark Gordon

Despite a flat few months (and some EOFY selling), there continues to be strong investor interest and good value in the junior to mid-cap resources 18 months into the current cycle, particularly for those companies with quality management and projects. Gold is holding its ground at around US$1250/oz, and despite... Show More

The momentum continues for junior resources

Mark Gordon

The junior resources market is continuing the momentum that started in 2016. Although we saw the gold price, which has been one of the main drivers of the recovery in the sector, fall in the latter part of the year, it has now recovered and is trading back above US$1,200/oz.... Show More

A good year ahead for junior resources

Mark Gordon

It is that time of year where we reflect on the previous 12 months and look towards the next. For all intents and purposes 2016 has been a bumper year for the juniors and mid-cap resource stocks following five years of pain, with our view being that 2017 again will... Show More

Battery sector to drive major increase in graphite demand

Canaccord Genuity

In this sector report we attempt to quantify the impact on demand for graphite from the rapidly growing Lithium-ion battery ("Li-B") sector. A major increase in installed Li-B capacity to 2025 is anticipated to drive a major increase in demand for graphite. Based on our modelled growth in the Li-B... Show More

2016 Has Proven A Renaissance Year for Junior Miners

Gavin Wendt

2016 has played host to a significant resource sector rejuvenation. Quality smaller companies have once again been able to raise funding for exploration, appraisal and development activities, markets are reacting positively to favourable company news, and share prices are generally moving in the right direction. The proof of the pudding... Show More