mining

Down here in the antipodes, where our own economic fortunes have for many years been closely tied to those of our neighbour to the north, we have seen firsthand how...

The global natural resources sector, including mining and energy as well as agriculture, is about four times bigger than the entire Australian equity market. Sifting...

Headline performance of miners since 2016 has been sterling. The ASX100 Resources and Small Resources have both posted strong gains, with capital returns of 2x from...

An inverted US yield curve has successfully predicted every US recession in the last 60 years. No wonder we have been fielding questions about what a flattening, or...

Small cap gold stocks have had a remarkable run over the past 5 years, fuelled by rising production, a high gold price, and strong levels of cash generation. However...

With big gold stocks looking fully-priced, the hunt is on for value down the chain. But tier-1 locations and scale are still must-haves. This is where Bardoc, led by...

Copper may have stumbled recently, however a constrained supply side paints a very bullish picture over the long-term. Resources expert Stephane Andre, from Alphinity...

When we last spoke to Andrew Smith from Perennial Value Management and David Allingham from Eley Griffiths Group, small caps were coming off the back of a period of...

The All Resources Index in trend terms has been outperforming the ASX 200 Index since the start of 2016. In this note we compare the performance of the big Australian...

For the last few years the Australian economy has been meandering between 2-3% growth. This remained the case through last year with December quarter GDP up just 0.4%,...

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to...

There’s an overwhelming sense of déjà vu as far as the gold market is concerned. Two years ago during December 2015, we witnessed the first US Fed rate hike since the...

Mining 101: a good mining company makes money at the low end of a steep cost-curve. This is BHP’s strategy and it is working wonders in iron ore. However, in 2011 BHP...

Given recent headlines and speculation with respect to commodity prices, I thought it worthwhile to outline my views on the near-term picture. Overall, I remain very...

Commodity prices have surged in recent months, and resource stocks have followed. Has the last pocket of value in the market been discovered, or is this rally...

Commodity prices have defied pessimism and rallied solidly over recent months on the back of improved Chinese economic prospects, stability on the European political...