resources

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...

So far at least, the leading resources stocks have been a shining headlamp of hope down the dark and deep pit of the COVID-19 crisis. The crucial iron ore sector has...

Fortescue Metals Group shares have doubled since April 2019 when you include dividends. Earnings have significantly exceeded market expectations over that period...

Matt Williams, Portfolio Manager of the Airlie Australian Share Fund, discusses the challenges the coronavirus is posing to Australian companies and investors, and how...

2020 has certainly not started the way anyone would have hoped for, and we sincerely hope that you and your loved ones are safe and healthy. From what initially...

The agricultural sector undoubtedly has its challenges; the impact of drought, waste, plastics, energy sourcing, labour, over-processing and methane emissions just to...

Last year, BHP and Rio both paid a gross yield of more than 13%, a figure that jumps to more than 20% once you include buybacks. Peter Gardner from Plato Investment...

This is an addendum to our investment thesis released on Adriatic Metals ('ADT'). We have been requested by several investors to share our research on similar...

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...