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Let the Good Times Roll

Mark Gordon

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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Junior and Mid-Cap Resources – Strong Investor Interest Continues

Mark Gordon

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

The momentum continues for junior resources

Mark Gordon

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

A good year ahead for junior resources

Mark Gordon

It is that time of year where we reflect on the previous 12 months and look towards the next. For all intents and purposes 2016 has been a bumper year for the juniors and mid-cap resource stocks following five years of pain, with our view being that 2017 again will... Show More

2016 Has Proven A Renaissance Year for Junior Miners

Gavin Wendt

2016 has played host to a significant resource sector rejuvenation. Quality smaller companies have once again been able to raise funding for exploration, appraisal and development activities, markets are reacting positively to favourable company news, and share prices are generally moving in the right direction. The proof of the pudding... Show More

Kasbah Leverage Should be Celebrated not Hidden

John Robertson

Kasbah Resources, currently suspended pending an announcement, claims that its Achmmach tin project feasibility study confirms the project's “robust” economics. The mining industry bandies this adjective around unthinkingly. ‘Robust’ should mean little change in financial outcomes over a wide range of potential conditions. The Kasbah feasibility study implied an investment... Show More

Market Awaits Reason for Kasbah Price Spike

John Robertson

Kasbah Resources’ 50% share price spike before a trading halt pending an announcement about the reason reversed a recent price weakening. This week’s rise impacts imperceptibly on the 90% fall shown in the second chart during an arduous multi-year journey to bring the company’s Achmmach Moroccan tin property into production.... Show More

Kasbah Resources Keeps Trying

John Robertson

Kasbah Resources illustrates many of the characteristics of the early stage mine developers during the current cycle as it confronts the classic ‘Phase I value trap’ - being passed the point it can generate positive exploration surprise but still short of being able to commit to development. Kasbah had seemed,... Show More

Interest Wanes in Kasbah Resources Future

John Robertson

The volume of Kasbah Resources shares traded has fallen this month to the lowest level since 2009. This is noteworthy because Kasbah had been among the best positioned emerging miners listed on the Australian exchange. Now, it is awkwardly poised as investor interest subsides. The company did have a clear... Show More

Kasbah Resources: Up or Down?

John Robertson

With little direction from macroeconomic forces four years after a cyclical peak, many stocks within the resources sector have been responding to events with largely predictable trading patterns. Kasbah Resources is aiming to develop a tin mine in Morocco as it approaches the second anniversary of a price downtrend which... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market got smashed as banks were unable to hold the market up with rising bond yield and appreciating currency. The global macro worries, currency wars and better than expected domestic data continues to put doubt on a May rate cut. We still struggle to see the index breaking above... Show More