Lithium 600x600
April 14th, 2022

Big runs for big lithium miners puts focus on next generation of producers

Lithium’s outlook remains strong but investors now need to look to juniors like Essential for growth; Plus, plenty of smoke in Nimy’s latest nickel hole and Larvotto offers investors three drilling programs.

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April 7th, 2022

Rare earths juniors fire up on news of Iluka’s $1.2b refinery

Taxpayer loan for Australia’s first refinery highlights size of the prize for successful explorers. Plus, last week’s column on DGO-De Grey proves very timely, Calidus re-rates and Sovereign’s monster find yet to be appreciated.

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March 31st, 2022

Copper’s strength despite lack of major supply disruption speaks volumes

Spectacular share price jumps on early-stage exploration results reflect investors’ appetite for leveraged exposure to red metal, with Tennant Minerals among those attracting attention. Plus DGO Gold looking cheap on Hemi and Canaccord tips Kingston.

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Mineral sands
March 25th, 2022

Strandline re-rating rapidly as mineral sands prices turn white hot

Booming market sees emerging WA producer already immersed in takeovers and expansion speculation, while peers Sovereign and Sheffield are also attracting renewed attention. And with a resource update pending at Genesis, is Raleigh Finlayson set to emerge as the King of Leonora? 

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March 18th, 2022

Minnow AusQuest embarks on multi-pronged campaign as South32’s exploration eyes and ears

Plus, JP Morgan highlights upside for Chalice and Sunstone says its Alba gold-copper discovery has scale as well as high grades.

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March 10th, 2022

Bullion trickle-down underway as spotlight turns to emerging producers and explorers

Plus, little-known Labyrinth Resources uncovers historic hits of over 100gpt as it prepares for JORC resource at new Canadian project and fresh drilling results fuel hopes that Rumble’s Earaheedy project in WA is a base metals province in the making.

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March 3rd, 2022

Leverage juniors tapping into metals mayhem

Hammer hitting copper in Queensland, Calidus eyes first gold as its lithium exploration fires up and gold hunts by Nagambie and Mamba attracting strong interest.

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February 25th, 2022

Emerging producers next cabs off booming gold rank

Calidus and Red 5 about to join producers, setting them up for re-rating in hot bullion market. Plus, metal shortages stemming from Ukraine sanctions could boost sold-off juniors like Hot Chili and Sunstone.

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February 18th, 2022

Beament’s ‘cracking’ base metals deal has strong whiff of history repeating

Plus, RareX set for its day in the sun as Cummins Range project gains size and grade in a world desperate for rare earths

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February 10th, 2022

First Quantum to hunt for copper and gold at Boss’ Honeymoon uranium project

Deal with global giant comes as Cameco fuels uranium bulls with decision to restart two mines. Plus, Coda’s corporate action puts spotlight on its upside and Caspin likens its find to Chalice’s Gonneville

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February 3rd, 2022

EU’s support for nuclear power fuels bullish outlook for uranium

There is growing recognition that nuclear power is key to meeting both the energy and decarbonisation challenges. But the supply side of the uranium equation is yet to catch on, paving the way for further price increases. And Boss Energy, already among Australia’s uranium front runners, could add copper to its story. Plus, bumper drilling results add to the buzz at Genesis over pending arrival of Raleigh Finlayson.

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January 27th, 2022

Booming mineral sands prices illustrate shortage-of-everything scenario driving commodity prices

Industry giant Iluka shows how resources shares and commodity prices have diverged of late while juniors such as Strandline now offer even greater leverage.

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Copper bull
January 21st, 2022

As copper bulls make a stampeding start to 2022, growing Sandfire positions for a re-rating

And the juniors are itching to join the party, as shown by Orion’s new early-production strategy, while Carnaby tears down the street waving exceptional results from its Mt Isa drilling.

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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.