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

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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...

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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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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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Cashflow

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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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...

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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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Hands Of Man Who Pile Up The Gold

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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‘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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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...

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Piece Of Nickel On Periodic Table Of Elements

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...