REGIS RESOURCES LIMITED
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
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
Local market fell on the open and then made a slight recovery as North Korean missile test launch through Japanese airspace killed off the weak overnight global market sentiment. North Korean launched another test missile through Japanese airspace according to South Korea…more ammunition for risk off trade to remain in... Show More
Local market moved higher on better commodity prices and positive US reporting cycle. The market has been flip flopping all July…9 up days and 9 down days…July cycle so far has only delivered two consecutive positive days and we just had it. US Fed update early tomorrow morning…will set the... Show More
Local market ran on positive China and US data before short covering pushed it to the best one day performance since Nov 2016 before RBA watered it down. Banks were up on global bank sentiment while Resources were up on China and Oil data. Retail data helped to push short... Show More
In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More
The US looks suddenly' very vulnerable" to a nasty selloff once everyone considers these 8 points, and I'm a BUYER of gold stocks for the first time in a long time... Show More
The market sell-off which we have been waiting for continued yesterday, with the ASX200 testing the psychological 5700 support mid-morning, before staging an encouraging 40-point (0.7%) rally into the close. The selling was pretty broad based although the resources and telco’s did perform well with OZ Minerals (OZL), RIO Tinto... Show More
Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More
Heightened expectations of US growth are fading in light of no new economic data to suggest the promised fillip. The efforts of the new Trump administration continue to be frustrated on a number of fronts and cannot point to any meaningful progress so far (Obamacare repeal, debt ceiling, and other... Show More
Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More
Local market had an unexpected strong day…bounced up and held up better than anyone expected after the weak US sentiment. Market was once again pushed up by the Banks but even the miners turned positive with Utilities and Gold were the only negative sectors. Dividend money flowing back... Show More
Yesterday night was a little calmer in overseas global markets compared to the previous night’s Donald Trump inspired 300-point rally in the Dow. However, what did catch our eye was the 1.4% fall in the $A following its correlated commodities - gold -1.4%, Copper -1.7% and oil 1.2% lower. With... Show More
