ASX:NCM

NEWCREST MINING LIMITED

James Gerrish

A choppy session for Aussie stocks today with the market hit by selling early and it never really managed to get off the mat US Futures were trading down for most of the session – Asia was mixed however there was a fair bit of stock / sector news bubbling... Show More

Patrick Poke

More houses for sale than any time in the last 7 year despite lower levels of new listings – buyers absent; possible alliance between Newcrest Mining and Barrick Gold to purchase Newmont Mining; and Buffett talks to CNBC following his latest letter to investors. Here’s what’s happening in markets today. Show More

Macro
Alex Cowie

One of the most engaging parts of my role at Livewire is working with Australian fund managers to discuss their views and bring you great content. With over 400 managers now contributing to the platform, overseeing the content can feel like being at the epicentre of the market. So with... Show More

James Gerrish

The market opened reasonably well this morning considering the soft leads overseas plus net negative news flow out over the weekend – a drop of 40pts early felt optimistic and that proved correct as stocks were sold down hard throughout the day, led lower by weakness across Asia along with... Show More

Barry FitzGerald

Mining’s big boys are back in the chase for base metals, as this week’s deals by BHP and South32 show. A lack of big-scale exploration success in recent years is fuelling growing concerns about a longer-term supply deficit, which is in turn increasing the strategic appeal of existing resources. ... Show More

Simon Mawhinney

There are three factors that need to be present when we consider an investment in a resource company: low commodity prices, a declining supply, and poor sentiment. On this basis, we think that gold could be a great opportunity, and discuss one ASX gold producer well placed to leverage this. Show More

Collections
Livewire Exclusive

As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing. Some of the stocks mentioned here have fallen 80% or more from relatively recent highs, and have fallen off the radar of index... Show More

Barry FitzGerald

The Pilbara’s conglomerate gold was hot and now it’s not. But Novo Resources’ closely-watched chairman Quinton Hennigh has put it back on the radar by noting that he will have “some very, very interesting” things to say in six months. Some think he may be planning a conglomerate-hard rock-gold marriage. Show More

Barry FitzGerald

Gold stocks are under pressure as rising US rates take their toll on the metal’s price. For many, things may get worse as shrinking inventories conflict with investor demands for growth. But Northern Star and Dacian are bucking the trend. Plus, more evidence Rio has a big WA copper find. Show More

Barry FitzGerald

With bumper margins and bloated kitties, Australia’s mid-tier gold miners are primed for M&A. But this time, it’s expected to be more bolt-on than mega-merger. Smaller companies with growing inventories are seen as potential targets. And talking of targets, Argonaut Resources is about to drill several in the Gawler Craton. Show More

Barry FitzGerald

Word on the street is that prospector Mark Creasy has made a large nickel-copper discovery 25km from Independence’s Nova project .. and Independence is negotiating to buy it from Creasy, who is also its biggest shareholder. Plus, more exploration results fuel talk of Rio’s ‘big copper find in WA’. Show More