While resources pundits regard copper as the commodity most reflective of the world’s economic strength or otherwise, the more obscure zircon arguably is an even better guide. Show More
mineral sands
With all major approvals, the Mining Lease, offtake agreements and debt facilities in place, Sheffield Resources has commenced preliminary site works on the world class zircon-rich Thunderbird HMS deposit. The Project, which is located on the Dampier Peninsula of Western Australia, is just 140km by road from either Broome or... Show More
Mineral sands prices have risen sharply this year and are tipped to continue climbing on the back of a supply deficit. This has underpinned share price gains for emerging producers such as Sheffield, Strandline and Image, which stand to benefit handsomely as their projects progress in parallel with growing demand. Show More
Despite improving market dynamics, one of the sectors still largely flying iunder the investors' radar is the junior end of the mineral sands industry. We have seen steadily increasing prices for both ziron and titanium feedstocks over recent times, with these forecast to stay strong for the foreseeable future, due... Show More
Mineral sands prices are on a tear, with some up by more ~60% since their trough. And this week’s takeover of Mineral Deposits by its JV partner, combined with the tight supply outlook, means the next league of players such as Strandline and Image are coming sharply into investor focus. Show More
As a longtime observer and investor in mining companies, there are a number of key attributes I like them to exhibit. Iluka (ASX:ILU) fortunately displays these attributes in spades, which helps explain why it has outperformed the ASX200 accumulation index by +45% over the past year compared to BHP and... Show More
Alliance’s combination of high-grade gold hits, the prospect of a maiden resource and abundant exploration upside sounds like opportunity knocking. Plus, this column’s instincts about emerging mineral sands miner Strandline are shaping up as spot on and Stavely gets to the pointy end of its hunt for a copper-gold porphyry. Show More
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
After years in the doldrums, mineral sands prices are bouncing back, thanks mainly to a lack of new mines. This means highly-leveraged juniors such as Strandline, which has a pipeline of projects, are starting to feel a tailwind. Plus, Encounter dangles the carrot with results imminent from drilling near Telfer. Show More
Another biotech shooting star coughs and splutters after a poor clinical trial. Meanwhile, PNG-focused Mayur Resources’ $15.5m IPO looks likely to close oversubscribed on the back of its multi-commodity strategy. Show More
The former chief of graphite behemoth Syrah, Tolga Kumova, has found himself a new way of gaining exposure to the lithium battery revolution, this time in the form of an ASX-listed Slovakian cobalt project. Plus, closer to home, Image Resources is preparing to cash-in on rising mineral sands prices. Show More
Sheffield Resources has recently completed a robust BFS on their Thunderbird Heavy Mineral Sands Project located 140km by road from ports in both Broome and Derby in Western Australia, close to target markets in Asia. The Project has a large, high grade reserve which will allow it to support a... Show More
When searching for value in a frothy market, it can be better to start looking in the sectors that are out of favour. Within those sectors, it can then be the small end which can reveal some of the best opportunities. Asking for a classic value stock, Livewire recently interviewed... Show More
Mineral Deposits (MDL:AU) and Base Resources (BSE:AU) have several features in common: 80%+ share price contractions, mineral sands developments, African locations, both now in production and positive cash flows. As the chart of their relative performance illustrates, they now share the most gentle of share price recoveries although, given what... Show More
Sheffield Resources (ASX: SFX) is one of the resource sector's best emerging situations, with a world-class mineral sands project. The company is one of our most highly-regarded bulk commodity exposures. Its flagship project is its world-class Thunderbird mineral sands project in Western Australia, which hosts a large, high-grade zircon-rich resource... Show More
Stock to Watch Sheffield Resources (ASX: SFX), which has hit an all-time high as it drills a large EM target in the Fraser Range of WA. The company's most exciting project at present is its world-class Thunderbird mineral sands project in Western Australia, which hosts a large, high-grade zircon-rich resource... Show More
Sunset Strip | Aussie market bounced back with global lead while ignoring US Q1 issues and Middle East worries. Aussie market was up 1.15% with turnover was just below $4.8b. Market showing signs of getting positive with financial year end only a few days away. We are beginning to see... Show More