nickel

Western Areas: What the market missed

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Western Areas (WSA) is a company we follow pretty closely, and although we don’t hold it at this point in time, we are keen on the stock, given the positive underlying trends likely to play out in the Nickel market over the coming years. They released 1H18 results that looked... Show More

nickel ASX:WSA What the market missed

A good year ahead for resources

Tim Hannon
Tim Hannon Newgate Capital Partners

We have argued the case for an exposure to the resources sector for over 12 months. Despite the excellent performance of the sector over this period, we continue to remain confident as our multi-pronged investment case remains intact. Show More

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Hill End set to join high-purity alumina party with multi-decade maiden resource

Barry FitzGerald
Barry FitzGerald Independent Journalist

High-purity alumina is touted as the next hot industrial mineral - and there is a growing view that Hill End may have lots of it. The guessing will soon be over, with a maiden resource expected shortly. Plus, Centaurus’ local knowledge lands it a highly prospective Brazilian nickel-cobalt play. Show More

nickel lithium cobalt ASX:HEG ASX:CTM asx:atc high purity alumina

The New Criterion: how to make a dime out of nickel

Tim Boreham
Tim Boreham Independent Investment Research

Some argue that nickel is a more important component in electric vehicle batteries than lithium or graphite. Whatever the case, nickel stocks have found their groove although they remain vulnerable to renewed market volatility Show More

small caps nickel ASX:IGO ASX:MCR ASX:PAN ASX:WSA

Chinese aerospace deal could send Clean-TeQ to new heights

Barry FitzGerald
Barry FitzGerald Independent Journalist

Lithium and cobalt at the Syerston project have underpinned Clean-TeQ’s runaway share price. But Syerston’s lesser-loved scandium may be about to have its day in the sun thanks to a deal with China’s aerospace industry. Plus, Red 5 makes a strong start to life as a WA gold miner. Show More

gold nickel ASX:RED ASX:SAR cobalt ASX:CLQ Friedland Gold Fields

Let the Good Times Roll

Mark Gordon
Mark Gordon Independent Investment Research

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

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Red River chief fears zinc miner will be snapped up ‘on the cheap’

Barry FitzGerald
Barry FitzGerald Independent Journalist

Red River’s MD says it would be a “tragedy” if his Queensland zinc miner is hit with a low-ball offer just as cashflow is set to surge and exploration offers much blue sky. Plus, Cassini tipped to bounce back as investors digest Oz Minerals’ deal with the base metals explorer. Show More

copper zinc nickel ASX:OZL ASX:CZI ASX:RVR

Highlands tipped to ride high on back of cobalt boom

Barry FitzGerald
Barry FitzGerald Independent Journalist

As a partner in the substantial Ramu nickel-cobalt mine, Highlands Pacific has lots of what the lithium battery makers want. It also has a market cap of just $80m, which is why the stock is now attracting buy recommendations. Plus, will Perseus’ forecast production increases revive its share price? Show More

Market smells big resource increase coming at West African

Barry FitzGerald
Barry FitzGerald Independent Journalist

Investors are bracing for a significant resource upgrade at West African Resources’ Burkina Faso gold project. The result is expected to underpin a revised development scenario, including higher production rates and lower costs. Plus, Great Boulder sets pulses – and shares – racing with wide sulphide hits at Mt Venn... Show More

gold copper nickel euroz Burkina Faso ASX:waf ASX:GRB hartleys

Robust Commodity Outlook

Gavin Wendt
Gavin Wendt MineLife

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 optimistic with respect to prices and demand. In particular, recent positive Chinese commodity demand data and outcomes from the recent Chinese Communist Party Congress,... Show More

Sipa - Delivering the goods

Mark Gordon
Mark Gordon Independent Investment Research

Sipa is a well-known explorer on the Australian scene, having been around for quite a while. Recent activities, led by a strong technical team, have been focussed on the Paterson North Project in Western Australia and the Kitgum Pader Project in Uganda, both of which have been returning very positive... Show More

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Re-charged Jervois starts its engine with one eye on the battery space

Barry FitzGerald
Barry FitzGerald Independent Journalist

After 20 years of little to report, resources group Jervois is re-invigorated with a new board led by well-regarded banker Steve van der Sluys. With interests in nickel, cobalt, scandium and gold, the stock is moving. And Breaker’s gold discovery is starting to catch the eye of cashed-up producers. Show More

Junior and Mid-Cap Resources – Strong Investor Interest Continues

Mark Gordon
Mark Gordon Independent Investment Research

Despite a flat few months (and some EOFY selling), there continues to be strong investor interest and good value in the junior to mid-cap resources 18 months into the current cycle, particularly for those companies with quality management and projects. Gold is holding its ground at around US$1250/oz, and despite... Show More

Kairos Minerals – Drilling for Gold

Mark Gordon
Mark Gordon Independent Investment Research

Kairos Minerals has recently commenced a 6,500m aircore drilling programme at its Roe Hills Gold/Nickel Project, following up on very promising results from an initial reconnaissance programme that intersected broad zones of near surface gold mineralisation. Roe Hills is located over the under-explored southern portion of the Kurnalpi Greenstone Terrane... Show More

Mincor gets set for a golden future

Barry FitzGerald
Barry FitzGerald Independent Journalist

Former nickel darling Mincor is set for gold production next year. And the exploration upside is immense, with drilling underway between the multi-million-ounce South Kalgoorlie and St Ives mining camps. Plus, highly-regarded Canadian fundie hoovers up stock in another emerging gold producer, Kin. Show More

Big Day for Nickel & Western Areas (WSA)

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Around midday today the Philippines Congress will confirm, or otherwise, the appointment of Environment Minster Gina Lopez. The vote will likely dictate the near-term price trends in Nickel. In February this year the Minister shut down 21 Nickel mines for environmental reasons sending the price of Nickel rocketing. There has... Show More

nickel western areas philippines miners ASX:IGO ASX:WSA ASX

Leverage to the hunt for the next Nova

Barry FitzGerald
Barry FitzGerald Independent Journalist

Here we are at the start of another exploration field season in Western Australia’s remote Fraser Range, home to the 2012 Nova nickel-copper discovery by Sirius Resources, now a producing mine and part of Independence (ASX:IGO) after its $1 billion cash and shares takeover in 2015. Show More

silver copper nickel ASX:IGO ASX:SFR ASX:ORN ASX:LEG ASX:SEG

The momentum continues for junior resources

Mark Gordon
Mark Gordon Independent Investment Research

The junior resources market is continuing the momentum that started in 2016. Although we saw the gold price, which has been one of the main drivers of the recovery in the sector, fall in the latter part of the year, it has now recovered and is trading back above US$1,200/oz.... Show More

Cobalt's time to shine: Clean Teq

Robert Frost
Robert Frost OC Funds Management

Clean Teq Holdings owns a world-class, shallow, high-grade scandium/nickel/cobalt deposit at Syerston in outback NSW. The core elements within this deposit are critical ‘future economy’ minerals including: Show More

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Fund Buying Supports Commodity Price Recovery

Gavin Wendt
Gavin Wendt MineLife

A lot has changed in the commodity space over the past 12 months. For starters the London Metal Exchange (LME) index of prices fell to 2,049 during January 2016, but it’s since recovered strongly to 2,799 (graphic 1). This appears to reflect a very significant situation – the worst seems... Show More