September 1st, 2022

Spectacular lithium hit sends Patriot to $970m – and puts spotlight on $50m neighbour Cygnus

The Ken Brinsden-chaired Patriot has just unveiled its best drill hit yet, sending its shares on another run. And the results it is generating at its Corvette project in Canada’s James Bay highlight the potential for minnow Cygnus, which is preparing to drill its Pontax project in the Bay. Meanwhile, Essential is set to show how smaller lithium deposits can drive large valuations.

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August 25th, 2022

Brinsden goes again, putting his renewable rocket up Canadian lithium hopeful

And it’s not just lithium that’s hot. With mineral sands prices booming due to a supply crunch, Strandline is set to make a blockbuster start to production at any moment. So is Iluka looking over the fence?

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August 18th, 2022

Bonanza gold hit shows Never say Never for a strong future at Gascoyne

From receivership to 59m at 12.5g/t, Lawson leads Lazarus revival for WA miner. Plus, Kin strengthens its hand in Leonora merger jigsaw and our recent heads-up on Creasy and Greenstone proves well-timed.

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August 4th, 2022

Talk of gold price recovery puts developers in takeover crosshairs

Emerging producers like Bellevue could be on the menu for the big producers, ditto for Peel in the copper space. Stavely shareholders soak up SPP and Creasy punts on Galileo neighbour Greenstone.

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July 21st, 2022

Spring could bring green shoots for gold stocks, with beaten-up juniors offering lip-licking leverage

The turn-around underway at Gascoyne illustrates this upside while Ivory Coast gold mine developer Tietto is also in line for a re-rate. Plus, Bellevue Gold insulates itself against rising costs.

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July 14th, 2022

Decarbonisation will see copper demand double in 13 years, requiring another 25 Escondidas, warns S&P

The 30-40% slump in copper stocks in response to the 31% crunch in the copper price since its early March highs has naturally enough triggered thoughts that the copper stocks are now in deep value territory.

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July 7th, 2022

Chalice’s cup runneth over with talk it has unearthed yet another major metals province

Promising drill hit 10km north of its world-class Gonneville nickel-copper-PGE find, and one from Caspin 30km further along, set investors’ juices flowing again. Plus, last week’s words of rare earths wisdom were bang on the money, as Australian Rare Earths proved, and iron ore junior Genmin defies the odds with US$10m in funding from Anglo American

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June 30th, 2022

China’s ‘dirty tricks campaign’ speaks volumes about bullish outlook for vital rare earths

Middle Kingdom’s stranglehold on rare earth supplies, which are crucial components of EVs and wind turbines, highlights enormous opportunity for Aussie juniors. Australian Rare Earths, PVW and RareX are among those making action in the space. Plus, Volt raises to re-start Ukraine graphite mine.

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June 24th, 2022

Record price for Pilbara lithium more evidence share sell-off is overdone

MD Dale Henderson says “evidence at the coal face with our customers suggests demand remains incredibly strong”. Record sale comes as market prepares for news of Liontown’s third major lithium offtake deal. Plus, Mincor banks its first cheque from BHP and lots of smoke billowing from Nimy’s nickel hunt in WA.

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June 16th, 2022

Rising rates, tax loss selling fuel disconnect between share and commodity prices

Sell-off in nickel stocks like Centaurus, despite the metal price holding up, seen as an opportunity for longer-term investors. Ditto for lithium shares.

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June 9th, 2022

Strandline poised for re-rate on bumper mineral sands prices and countdown to production

Plus, Bellevue Gold set for juicy cashflow on low costs and 200,000oz a year, Inca gets pulses racing with some good-looking core from the NT and Josh Pitt’s $6m Traka works up its porphyry targets.

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June 2nd, 2022

Lithium stocks already based on much lower spodumene prices than spot, so sell-off is silly

Last week’s suggestion that the broad market sell-off in response to rising inflation/interest rates and the Chinese slowdown had been overdone when it came to lithium stocks did not exactly stand the test of time.

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May 26th, 2022

Latest stock sell-off times unstoppable decarbonisation drive equals investment opportunity

It’s the most enduring thematic of our times, and now investors can get exposure at a significantly lower price thanks to the recent impact of rising rates and global strife.

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May 19th, 2022

Highly leveraged battery metals IPO wins backing of big-name mining identities

Bellavista to hits the boards on Wednesday. Plus, PVW ready to put its strong bank balance to work in rare earths hunt and Battery Minerals sees plenty of smoke at gold prospect just 10km from rich Stawell mine

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May 12th, 2022

Galileo’s soaring share price shows exploration success outweighs broader market woes every day

Plus, Chalice stablemate Minerals 260 hunting for a Julimar of its own.

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May 6th, 2022

Catalyst closing in on juicy bit in hunt for new Bendigo

Plus, newly-listed Maronan born with a polymetallic spoon in its mouth, Alicanto’s stunning silver-lead-zinc hit is almost 1oz-gold equivalent and Calidus set to pour first gold any minute.

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April 28th, 2022

Lithium price goes up and up, so why the sell-off in lithium stocks?

Another record price for Pilbara Minerals’ product prompts MD Ken Brinsden to question analysts’ price assumptions. And Sandfire chief Karl Simich also has a message for the market: forget costs, focus on margins.

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April 21st, 2022

OZ Minerals, Sandfire vulnerable to low-ball bids amid copper’s failure to join sanctions spike

The red metal has not run with the likes of nickel and lithium, but the strong demand outlook means big inventories are very valuable, while explorers like Sunstone and Stavely are increasingly appealing amid the hunt for the next generation of producers.

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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.