mining

Despite its strong run, the Allan Gray Australia Equity portfolio remains heavily tilted towards beaten-up cyclical companies, as their decade-long underperformance...

This also means the Australian miner's initial focus on cobalt is delivering shareholders a "free kick." And additionally, Firefly’s move to set manganese Firebird...

Against a challenging backdrop mining technology business IMDEX (ASX:IMD) delivered a strong 1H21 result. IMDEX materially beat market expectations with stronger...

Phil King is a gold mine of new ideas and they tend to pay off. Regal's listed investment company RF1, which draws on Regal's wholesale funds, has gained 82%...

Decarbonisation is shaping as one of the investment themes of the year, after being a relentless talking point for the majority of the past decade. With fossil fuel...

Finding commodity companies that can outperform in any market environment is difficult. This is especially true in an ageing bull market with ferocious competition for...

Today’s macroeconomic settings are increasingly supportive of commodity prices, with the impact of enormous fiscal programs globally and the rising threat of inflation...

Has Andrew Forrest’s iron ore money-printing machine Fortescue cracked the code? Has it made a big discovery at the Vulcan iron oxide-copper-gold prospect in the...

Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Managing Director of Global Mining Research, David Radclyffe, investigate if Mining...

Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market...

IMDEX Limited (ASX:IMD) recently delivered a solid first quarter update to the market after delivering a record revenue in the period to March 2020. In the latest...

The clock is ticking down to the end of 2020 and for most, it can’t come quick enough. COVID-19 has made sure of that. But if there is a sector with the least to...

There are numerous factors affecting the supply and demand dynamics for commodities. While many of these factors can be short-term in nature, such as periods of...

No, we aren’t projecting a USD150/t iron ore price. Last year we wrote, A Different Kind of Portfolio Manager, wherein we argued Mineral Resources (MIN) was heavily...

It goes without saying that the last few months have produced unprecedented 1 market volatility. Aside of wars, COVID19 is the most monumental disruption to the...

Now that governments are talking about re-opening the economy, investors can start thinking about the businesses that might provide the best returns as we emerge from...

If you’re searching for value in the Australian market, it may be worth taking a look at Seven Group Holdings (ASX:SVW). With a stable of businesses leveraged to...

It was in 2009 that the first of “The Hangover” movies hit the silver screen. Other than setting the scene of just how long ago 2009 was, the movie contains...

There are so many reasons why it makes commercial sense for resource companies to be leaders in environmental, social, and governance (ESG) factors, so BHP’s ‘Social...

There is an investing narrative that suggests with three interest rate cuts in the past few months, companies are about to unleash a capex spending spree. I’m...