mineral sands

Mark Gordon

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

Barry FitzGerald

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

Brad Potter

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

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

Barry FitzGerald

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

Barry FitzGerald

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

Livewire Exclusive

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

John Robertson

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

Gavin Wendt

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