Commodities
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 there have been clear winners and losers, and we see a few worrying trends emerging. In this article we take a... Show More
Investment Theme
Australian dollar gold price has recently broken out to all time highs, and the thesis on gold remains very much intact. It’s a very good time to be an Australian gold producer. In this wire, we look at the sector from a bottom-up perspective to see where there is relative... Show More
Investment Theme
Over the last couple of months, we have seen a clear lift in interest in the gold sector, in our view driven by a number of factors. Show More
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
Dacian missed the gold sector’s recent run – which means there is upside to be had as its production ramp-up gains pace. And Rio is still trying to lock-down more acreage in the red-hot Paterson Province, which may explain its ongoing refusal to shed light on its Winu copper ‘discovery’... Show More
The Alderan rollercoaster has taken shaken shareholders back to where the journey began a year ago. But a picture of drilling core in this week’s ASX release suggests they may be onto something. And is a marriage of Capricorn and Eastern Goldfields being sought by the pair’s large common shareholder? Show More
Backing the right gold explorer can be a rewarding strategy. Expanding inventories, such as those unveiled recently by Breaker Resources and Bellevue Gold, combined with growing evidence that a discovery will be economic and therefore become a mine, allows investors to ride a wave of strong value creation. Show More
Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More
“Few countries grow a significant number of sheep like Australia. With global demand for sheep, meat and wool continuing to strengthen, the market for suitable land is very buoyant, with record prices being achieved for these grazing assets, supported principally by well-capitalised local farming families” Danny Thomas, Director, CBRE Asia... Show More
The Bells Gold Tracker is a periodic update and review of ASX-listed gold equities and the gold market. We run through a current market theme, key company releases (including Substantial Holding Notices), a gold-producers’ comparison table, a gold equities performance “heat-map” and some key price and relative value charts. This... Show More
