Zinc prices are at 10-year highs but you wouldn’t know it from looking at the share prices of the zinc project developers. While producers are enjoying good times on the bourse, shares in the next generation of zinc miners are drifting. But analysts say the developers offer plenty of upside. Show More
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
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
Venturex Resources has been unloved by investors for some time. But its time has come, thanks to surging zinc and copper prices, some game-changing drilling results and its highly promising conglomerate gold ground in the Pilbara. Plus, strong drilling results for Zinc of Ireland worthy of more investor attention. Show More
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
New research report tips New Century Zinc shares will keep rising. Plus, DGO Gold and its old boys join the great ‘Pilbara gold boom’ setting share prices alight, Talisman Mining prepares for a copper monty and Whiteback Energy to start drilling its big WA oil prospect. Show More
There have been some real fireworks in the base metals complex in recent weeks, with Zinc and copper hitting multi-year highs, and nickel and cobalt moving very strongly. Sprott Asset Management has published a view on the fundamentals in the metals, suggesting a decade-long technical downtrend may be ending: Show More
With first production now just seven months away, there remains a huge disconnect between the emerging lithium producer’s market cap and its impending cashflow – but how long can it last? Plus, Rumble Resources joins the red-hot zinc sector Show More
With the acquisition of 100% of the Red Mountain Zinc-Silver-Lead-Gold VMS in Alaska, White Rock Minerals is ideally placed to take advantage of the current and forecast strength in zinc markets. The Company has recently completed a JORC 2012 compliant Mineral Resource Estimate for Red Mountain, returning an overall resource... Show More
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
Northern Territory focussed explorer Todd River Resources (ASX: TRT) is set to list on the ASX at 12 noon AEST today. The Company, which has a portfolio of quality conceptual to feasibility stage assets, is a spin out of TNG Limited (ASX: TNG), which has over recent years focussed activities... Show More
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
There is a whole bunch of ASX-listed junior zinc developers jostling for market attention as the prices for the galvanising metal continues its merry run in to 2017. But the lot of them have been gazumped by Attila Resources (ASX:AYA), a listed shell which has pulled off a company-making deal,... Show More
It’s worthwhile reflecting on the impact of Donald Trump’s election victory on commodities so far. In the immediate aftermath, we witnessed a surge in commodity prices pretty much across the board, with the obvious exception of gold – viewed by some as a likely laggard investment in the growth-fuelled Trump... Show More
The latest data shows that Chinese investors traded a record volume of commodity futures last year – another factor reinforcing the view that heavyweight investors have re-entered the commodity scene. Combined aggregate trading volume on the Shanghai Futures Exchange and the Dalian and Zhengzhou Commodity Exchanges jumped by 27% during... Show More
Metalicity is one of the rare ASX-listed situations that offer investors exposure to both zinc and lithium. Why is this interesting? Well, zinc was the second-best performing commodity last year (up 88%), behind only coking coal (up 250%). Zinc is being driven by major supply-side factors in the form of... Show More
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
2016 played host to a significant resource sector rejuvenation – and all indications are that this momentum will be maintained into 2017. This is reflected in the Australian Small Resources Index graph below, which rose by 70% during 2016. Not surprisingly this was driven by a dramatic performance by commodities... Show More
Metalicity (ASX: MCT) is an emerging resource play that's seen its share price almost treble over the past 12 months since our initial coverage. The simple reason is its dual exposure to what are two of the resource sector's most important commodities right now - zinc and lithium. From a... Show More
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