resources

While the big four banks have struggled recently, investors in the big miners are having a great year, enjoying strong income and capital gains. In this wire, we get a...

Last week in a note to our clients we discussed briefly the future of the Australian rare earths industry which has been given a boost by the US/China trade war and...

It’s a nightmare come true for the boards of an increasing number of well-known ASX listed companies: a short seller takes a position and then airs a research note...

Valmec Ltd (ASX:VMX) is a diversified energy and infrastructure services group that provides essential services to the oil and gas, resources and infrastructure sector...

Fortescue is the fourth largest iron ore producer in the world, operating in the Pilbara in Western Australia. It was founded by Andrew Forrest in 2003 and has grown...

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...

While China's recent injections of liquidity into the system have got the economy going and recent purchasing managers' prints have also provided support to the...

It's not easy to find yield opportunities in the large-cap universe at this point in the cycle, and with the potential for a pick-up in global growth and interest...

Market liquidity and company profits are the twin engines of a bull market. So with liquidity draining, will profit growth be enough to sustain the market? We asked...

With markets more unpredictable than ever, I reached out to Hugh Dive at Atlas Funds to get his view of the year ahead. In this exclusive written Q&A, he shares three...

The silver lining of the weak commodity prices between 2011 and 2016 was that many companies within the natural resources sector were forced to become much more...

Dr Don Hamson from Plato Investment Management is always on the lookout for the best income opportunities from equities. His research suggests that there has been a...

Volatility and wild swings in company share prices were a feature of the August 2018 reporting period. For example, Bellamy’s shares immediately fell 8% on the result...

In March 2017 Ben Griffiths found himself in a deeply uncomfortable position. For the first time since inception 15 years ago his small cap portfolio was badly lagging...

With the Brent crude oil price tipping over US$80 a barrel, continuing its rebound since 2016, attention has inevitably again turned to the current valuations of...

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...

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...