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
We recently undertook a review of a company called Lynas Corporation (LYC). LYC is a miner and processor of rare earths. Rare earths are a critical component within electric vehicles. The growth in the electric vehicle industry will support demand growth for rare earths over the coming decade. We expect... Show More
Stavely Minerals is preparing for a potentially game-changing drilling program in Victoria, where it will test what it thinks could be a high-grade gold-copper porphyry. And these things can be big, as shown by Newcrest’s Cadia deposit. Plus, Alkane’s gold and rare earths combination proves a magnetic attraction for investors. Show More
Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent discussion of the major commodities and mega-cap miners, we asked our contributors to look into the future and tell us about the commodities that will matter most. Show More
There are not many quality rare earths stories out there, with Lynas being the only major producer outside of China. However ASX-listed Hastings Technology Metals has continued to advance their Yangibana Project, located in the Gascoyne region of Western Australia, with the lodgement of mine permitting documents being announced today.... Show More
One emerging rare earths producer, Northern Minerals (ASX: NTU), remains well on track despite the ups-and-downs of the sector. The company is our sole and preferred rare earths exposure and it has maintained methodical and focused exploration and appraisal activity on its Browns Range rare earths project in WA to... Show More
