mining equities

Newcrest Mining's 2015 AGM on Thursday 29 October 2015 features the conditional Board Spill resolution. With a first strike of 45% against its remuneration report at the 2014 AGM, a lot rides on its response to the first strike. Having a different year of performance in FY2015 helps. Making changes... Show More

Rudi Filapek-Vandyck

It has already been dubbed the longest bear market on record (for commodities) and certainly, ignoring short term rallies and day-to-day trading excitement, it has been a long slog and a dangerous path to allocate investment funds to resources stocks since late 2011. The first six months of 2015 have... Show More

John Robertson

Rubicon Resources, now aiming to find gold and base metals in Turkey, has been added to the PortfolioDirect model explorers portfolio. PortfolioDirect is a stock rating and investment advisory service offered by E.I.M. Capital Managers to financial planners and investors directly managing their own equity portfolios. Rubicon Resources was reviewed... Show More

John Robertson

The connection between the state of the Chinese manufacturing industry and Australian resources sector equity values has become more obvious over time as my chart of Chinese manufacturirng PMI and S&P/ASX 300 resources at http://www.eimcapital.com.au/PortfolioDirect/daily_views.htm shows At times, month to month movements in the outlook for Chinese manufacturing have translated... Show More