February 22nd, 2024

South32’s big zinc bet speaks volumes about supply-driven price outlook

The major’s commitment to new US project is underpinned by its forecast supply deficit, which augers very well for the likes of Rumble and Develop.

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Business Man In the Window
February 15th, 2024

Non-Chinese graphite players poised for their day in the sun

Looming supply deficit for this key battery metal and a push to cut reliance on China comes as Kingsland prepares to release the maiden resource for its big graphite find in the NT. Plus, Bellevue and Spartan swim against the gold tide, with good reason.

By Barry FitzGerald.

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February 8th, 2024

Goyder hits back the way he knows best as DevEx unveils bumper uranium hits

The fearless explorer’s dive into the NT’s Alligator River is paying dividends. Plus, Alliance shakes off nickel blues with Samsung deal.

By Barry FitzGerald.

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Exploration 2
February 1st, 2024

Potentially life-changing greenfields exploration still drawing investors hungry for the next big one

Legacy Minerals among those dangling the carrot of highly-leveraged, big-scale exploration at this week’s Resources Rising Stars conference. Plus, a big arb to be had on uranium explorer 92 Energy and Nordic says Europe still wants green nickel.

By Barry FitzGerald.

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Shooting an Arrow
January 24th, 2024

Flano set to fire his first Arrow in battle of Simandou North

The $38m junior is about to drill along strike from the giant Simandou iron ore project in what could be a game-changer for the ages. Plus, uranium bulls rage on and BHP’s latest chosen juniors.

By Barry FitzGerald. 

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Cash  Australian Dollars
January 18th, 2024

Cash is Kin, ditto CZR

The WA gold and iron ore duo are about to cram their pockets with readies - just as their cash-poor peers get set to deal for a dollar. Plus, Magnetic targets resource growth.

By Barry FitzGerald.

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December 20th, 2023

Tight supply fuels copper’s strong finish to ’23 and points to more gains ahead

As the red metal knocks on the door of US$4/lb, smaller copper stocks such as FireFly and Rex look set to enjoy vastly highly valuation metrics.

By Barry FitzGerald.

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Nuclear Power
December 14th, 2023

COP28 support for nuclear and US ban on Russian product sets up uranium for a booming 2024

Latest tailwinds mean Boss could be starting production and signing first offtake contracts in a very bullish market. Plus, ironman Flanagan to lead Arrow down its Simandou path and Harmanis looks like he may be about to do it again.

By Barry FitzGerald.

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Global Markets 3
December 7th, 2023

Why Glencore’s decision to shut Mt Isa could spark regional consolidation

Next door neighbours Hammer and Carnaby highlight the scope for mergers. Plus, M&A value-creation can take time and brokers line up to back rare earths play Meteoric.

By Barry FitzGerald. 

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Exploration 2
November 30th, 2023

Lynas chief assures hurting rare earths faithful of a strong future

Lacaze’s bullish take is good news for the growing band of ASX ionic clay rare earths explorers, including newcomer Equinox, which has just pegged a big position in Brazil.

By Barry FitzGerald.

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November 23rd, 2023

New gold producer Bellevue eyes impending free cashflow as key to share re-rate

Plus, EQ emerging as a national champion in the critical tungsten game

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November 16th, 2023

AuTECO poised to close gap on copper peers amid more bullish forecasts for red metal

The Steve Parsons-led group and fellow copper company Caravel among those set to ride energy transition wave. Plus, Ken Brinsden ponders valuation disconnect between WA and Canadian lithium companies, UBS tips sharp rise in gold price and big iron ore price puts little CZR in takeover spotlight.

By Barry FitzGerald.

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November 9th, 2023

Rinehart-backed Brazilian rare earths play highlights worth of ASX peers

Plus, Buxton-IGO nickel hit augurs well for neighbour Stavely, gold poised for Santa rally and Sunstone exploration target points to big open pit.

By Barry FitzGerald.

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Capital 2
October 26th, 2023

Lithium sector salivates as Azure bid set to unlock flood gates on $1.6b in investor cash

Spotlight swings to the likes of Patriot and Wildcat, while SQM does a deal with Calidus. Meanwhile, Calidus’ new Bulletin deposit is being likened to Spartan’s rich Never Never find.

By Barry FitzGerald.

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October 19th, 2023

‘Incredible lithium price spike’ on way as new chemical capacity drives demand, says Brinsden

Former Pilbara chief says history is set to repeat. Plus, Pilbara founder Biddle steps on the helium gas at Greenvale and Spartan gets big price target as gold jumps.

By Barry FitzGerald

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EV 2
October 12th, 2023

EVs poised to send graphite price into overdrive amid big supply deficit

By Barry FitzGerald| Outlook is good news for Kingsland and its NT graphite find, which has hallmarks of becoming a world-class orebody. Plus, Rio is sure to be looking at strong DFS numbers on CZR’s neighbouring Pilbara iron ore project.

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October 5th, 2023

BHP not turning fickle on beaten-up nickel

By Barry FitzGerald | Plus, Stavely flags its Kimberley nickel prospect next to IGO’s hot hit, S2 about to drill alongside the rich Fosterville gold mine and CZR poised to release DFS on a high-margin iron ore project.

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September 28th, 2023

Macquarie suggests lithium price upturn could be just around the corner as M&A frenzy continues

By Barry FitzGerald | Newly listed explorers James Bay Minerals and Pioneer Lithium lead the charge at the junior end. Plus, some light finally at the end of the tunnel for the struggling rare earths sector, which is good news for juniors like Codrus.

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September 21st, 2023

Smart money eyeing near-term gold producers in hope of 2024 bullion breakout

By Barry FitzGerald | Spartan and Astral among those attracting attention; Plus, Boss chief says uranium price has to rise much further to encourage new supply.

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September 14th, 2023

Lithium sector awash with bluff ’n bluster as billionaires jostle for position

By contrast, Beament’s offer for Essential is a straightforward push to make real action. Plus, Ausgold takes key step towards development of 3Moz gold project and uranium stocks soar as price hits 12-year high.

By Barry FitzGerald.

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Upcoming Events

17th February 2022
Investor Webinar: Gateway Mining
Gateway Mining (ASX: GML) Managing Director Mark Cossom will discuss recennt highlights from the Company's Gedgee Gold Project in Western Australia and its exploration strategy for 2022.