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Barry Fitzgerald

Barry Fitzgerald

Barry Fitzgerald has covered the resources industry for 30 years. His column highlights the issues, opportunities and challenges for small and mid-cap resources stocks - most recently penned his column for The Australian newspaper and before that, The Age.

Commodities

Rio Airstrip, More Drill Lines Fuel Talk Of Its Biggest Find In 25 Years

October 26, 2018October 26, 2018 - by Barry Fitzgerald

Rio Tinto’s hush-hush copper discovery in WA’s remote North Paterson region is to get its own airstrip.

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Commodities

Imminent Reserve Update At Kirkland’s Rich Fosterville Mine

October 5, 2018October 5, 2018 - by Barry Fitzgerald

Barring an outbreak of some serious merger and acquisition activity, the biggest news in coming months for the ASX-listed gold space is likely to be a resource and reserve upgrade for the Fosterville gold mine near Bendigo.

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Commodities

Kumova’s Alderan Gives A Glimpse Of The Good Stuff As Copper-Gold Assays Beckon

September 28, 2018September 28, 2018 - by Barry Fitzgerald

Alderan went into a trading halt on Wednesday ahead of completing a placement, expected to raise $3m or so at 20c a share. So it is a case of back to the future for Alderan. It’s effectively starting again.

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Commodities

Growing Evidence White Rock May Have The Right Rock, As Sandfire Suspects

September 21, 2018September 21, 2018 - by Barry Fitzgerald

Get the feeling that Alaska has become something of a go-to destination for Aussie miners and explorers looking for opportunities away from the crowded space back home?

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Commodities

Spring Air Brings A Whiff Of Takeover Fever To The Junior Gold Sector

September 14, 2018September 14, 2018 - by Barry Fitzgerald

Folks are wondering if Ramelius’ (RMS) switch to Pac-Man mode this week signals the start of a wave of merger and acquisition activity in the junior gold space.

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Commodities

Fast-growing gold explorers could provide an opportunity in an oversold space

September 10, 2018September 10, 2018 - by Barry Fitzgerald

The sell-off in local gold equities in the last two months – with the exception of Northern Star which has pogoed higher – has been remarkable stuff.

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Commodities

Zircon Looks Set To Give Investors Some Of The Best Days Of Their Lives

August 31, 2018September 14, 2018 - by Barry Fitzgerald

Like mineral sands through the hour glass, so zircon looks set to give investors some of the best days of their lives.

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Commodities

Novo Chief Sets Tongues Wagging About Pilbara M&A

August 24, 2018September 14, 2018 - by Barry Fitzgerald

The East Pilbara is staking a claim to become a modern era gold province of scale thanks to the work of companies like Millennium (MOY) and Calidus (CAI).

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Commodities

Recognition That Lithiums Ain’t Lithiums May Help Explain Price Volatility

August 17, 2018September 14, 2018 - by Barry Fitzgerald

Historic buying opportunity or head for the hills? It is a question being asked about the lithium sector where share prices in the last month alone are down 20-30 per cent.

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Commodities

Show Us The Growth, Investors Tell Gold Miners – So Northern Star & Dacian Oblige

August 10, 2018September 14, 2018 - by Barry Fitzgerald

The gold producers were not quite the rock stars this week as they have been in previous years at the Diggers & Dealers bash in Kalgoorlie.

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Commodities

MDL Takeover Shines Spotlight On Juniors

July 13, 2018September 14, 2018 - by Barry Fitzgerald

The French have had their way with Melbourne’s mineral sands group Mineral Deposits Ltd (MDL).

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Commodities

Satellite Photo Shows Independence’s Real Deal With Creasy Is Still In The Making

July 6, 2018September 14, 2018 - by Barry Fitzgerald

Independence Group’s (IGO) recasting of itself as a battery materials specialist following the recent sale of its second-rate zinc/copper assets for $120 million requires the establishment of a supporting multi-decade nickel, copper and cobalt resource base.

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Commodities

Independence Circling Creasy’s Fraser Range Discovery

June 29, 2018September 14, 2018 - by Barry Fitzgerald

Our most successful “prospector”, Mark Creasy, has just notched up 50 years in the game and he is in a reflective mood.

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Commodities

Tolga & The Boys Await News From The Alderan Front

June 22, 2018September 14, 2018 - by Barry Fitzgerald

Tolga Kumova reckons he is “bloody excited’’ about what might come from the drilling program that has just kicked off at Alderan Resources’ (ASX: AL8) Frisco copper project in Utah.

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Commodities

Rio’s Hush-Hush Copper Find In WA

June 15, 2018September 14, 2018 - by Barry Fitzgerald

While Rio is yet to confirm the discovery in what is Lawrence of Arabia-type country, latest satellite imagery suggests it is indeed on to something that just might shape up as special.

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Commodities

Todd River’s Copper Discovery Perfect Timing

June 8, 2018September 14, 2018 - by Barry Fitzgerald

For a little while there it looked as if copper was going to give up its US$3 handle on global trade fears, a stronger US dollar, and something to do with Italy.

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Commodities

Sunstone On The Cusp Of Major Discovery

June 1, 2018September 14, 2018 - by Barry Fitzgerald

Conferences can be memorable for any number of reasons. And so it was this week at the Resources Rising Stars conference on the Gold Coast.

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Commodities

Dacian Set For Share Price Re-Rating

May 25, 2018September 14, 2018 - by Barry Fitzgerald

The gold producers have a lost a bit of their shine in recent weeks as a result of the gold price sinking below $US1,300/oz for the first time this year because of US dollar strength and an easing of geo-political tensions.

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Commodities

Tesla Deal Shows Wall Of Demand Coming At Australian Lithium Producers

May 18, 2018September 14, 2018 - by Barry Fitzgerald

Doubts expressed by some big name investment banks and others that over-supply would kill off the lithium boom have been swept aside in fine fashion by Kidman (KDR) and the leading marque for electric vehicles and battery storage of renewable energy, Elon Musk’s Tesla.

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Commodities

New World Cobalt Aims To Meet Battery Makers’ Demands For Non-DRC Supplies

May 11, 2018September 14, 2018 - by Barry Fitzgerald

Elon Musk reckons ‘boring bonehead’ questions on Tesla’s massive cash burn rate are not cool.

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Commodities

Growing NTM Gold Offers Cheap Gold Exposure

May 4, 2018September 14, 2018 - by Barry Fitzgerald

NTM Gold (NTM) is a case in point. It is trading at 4.5c for a market cap of all of $15 million, which is pretty much the value of your average gold explorer nowadays without any resource ounces in the bank.

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Commodities

OZ Minerals Chief Talks Up West Musgrave JV With Cassini

April 30, 2018September 14, 2018 - by Barry Fitzgerald

OZ Minerals’ managing director Andrew Cole had some positive things to say about the group’s West Musgrave nickel-copper-cobalt joint venture in Western Australia with Cassini Resources (CZI) at OZ’s annual meeting last week.

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Commodities

Orion Minerals’ Project Rises From The Ashes

April 20, 2018September 14, 2018 - by Barry Fitzgerald

Orion Minerals’ counter-cyclical gamble on the abandoned Prieska zinc-copper mine in South Africa’s remote Northern Cape province back in 2015 has come up trumps on three fronts.

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Commodities

Heron Looks To Share Price Re-Rating

April 13, 2018September 14, 2018 - by Barry Fitzgerald

Zinc prices have come off a touch from the 10-year highs seen in the opening months of the year. But at the current price of $US1.47/lb – more than twice its low in 2016 – there can be no complaints about the metal’s performance.

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Commodities

Talk Of Major Rio Copper Find Set To Reignite Interest In The Paterson

April 6, 2018September 14, 2018 - by Barry Fitzgerald

It is not often that this column kicks off with an item on Rio Tinto, or any mining company from the big end of town for that matter.

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Commodities

Aeon’s Copper-Cobalt Deposit Could Become Too Much For Majors To Resist

March 29, 2018September 14, 2018 - by Barry Fitzgerald

The imminent drilling program to expand existing Walford Creek resource will be keenly watched by growth-hungry mid-tiers.

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Commodities

Lucapa Set For Double Dose Of Diamond Action

March 23, 2018September 14, 2018 - by Barry Fitzgerald

Exploration is poised to resume at the spectacular Little Spring Creek find in WA and gem production is on track for later this year at the Mothae project. 

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Commodities

Dormant Gateway Set For Rejuvenation

March 21, 2018September 14, 2018 - by Barry Fitzgerald

Northern Star Resources and Dacian Gold are prime examples of the rewards to be had from showering some love and attention on mature gold projects.

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Commodities

Rumours About Aruma’s ‘Large-Scale Gold System’ Gain Credence

March 2, 2018September 14, 2018 - by Barry Fitzgerald

There is a bit of a buzz surrounding a little thing called Aruma Resources (AAJ), a hardy gold explorer with a technical bent.

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Commodities

Glencore Chief Feeds Copper Bulls

February 23, 2018September 14, 2018 - by Barry Fitzgerald

Glasenberg was his adroit self when running through the commodity outlook at Glencore’s profit result call this week. The highlight had to be his thoughts on copper.

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Commodities

Not One, Not Two, But Three For Dacian As First Gold Production Looms

February 16, 2018September 14, 2018 - by Barry Fitzgerald

What do you do if you’re within seven weeks or so of producing your first gold from a shiny new 200,000 ounce-a-year treatment plant to be fed by both underground and open-cut mines where you’ve proved up an initial 1.2m ounce mining reserve?

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Commodities

Hill End Set To Join High-Purity Alumina Party

February 9, 2018September 14, 2018 - by Barry Fitzgerald

A diary entry shows that the misnamed Hill End Gold (HEG) must be close to releasing a maiden resource estimate for its Yendon high-purity alumina (HPA) project some 25km south-east of Ballarat.

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Commodities

Upside In Zinc Developers

January 19, 2018June 3, 2020 - by Barry Fitzgerald

New Century Zinc and Venturex among those in the cold, with share prices lagging analysts’ forecasts The 10-year high in zinc prices has not amounted to much in the local market for the near-term developers.

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Commodities

Dacian Tipped As Pick Of The Bunch

January 12, 2018September 14, 2018 - by Barry Fitzgerald

Gold’s against-the-odds push through $US1,300 an ounce fuelled a massive re-rating of the gold producers in the past couple of months.

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Commodities

Cash-Rich Gold Miners Turn To Explorers, Developers For Growth

December 15, 2017September 14, 2018 - by Barry Fitzgerald

On face value, last week’s acquisition by Bill Beament’s Northern Star juggernaught of a 16.4 per cent stake in Echo Resources (80 million shares at an average price of 29c each) was no big deal.

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Commodities

Breaker’s ‘Colonel’ On Being Dirt Cheap

December 8, 2017September 14, 2018 - by Barry Fitzgerald

Breaker Resources’ (BRB) executive chairman Tom Sanders reckons that the 50c stock is dirt cheap.

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Commodities

Red River Chief Will Cry A River If Zinc Miner Is Snapped Up ‘On The Cheap’

November 17, 2017September 14, 2018 - by Barry Fitzgerald

A re-rating of the stock is clearly in the offing. Zinc prices are at 10-year highs, the Aussie dollar is amplifying the bumper prices and the company is now banking proceeds from first concentrate sales from its restarted Thalanga operation.

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Commodities

Venturex’s Time Has Come

November 10, 2017September 14, 2018 - by Barry Fitzgerald

Finding some upside in the ASX-listed zinc stocks has become a big ask of late.

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Commodities

Highlands To Ride High On Back Of Cobalt Boom

November 3, 2017September 14, 2018 - by Barry Fitzgerald

Cobalt is a key metal in the dominant lithium-ion battery chemistries, meaning demand for the stuff is being swept along by the biggest disruptive industrial event since Henry Ford’s Model T hit the roads in the early 1900s – the electric vehicle revolution.

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Commodities

Market Smells Big Resource Increase Coming At West African

October 27, 2017September 14, 2018 - by Barry Fitzgerald

It’s no big deal to find a couple of million ounces of low grade gold in West Africa. But it’s another thing altogether if the resource base comes with seriously high-grade shoots that can sweeten head grades to make a project a real money spinner.

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DOWNLOAD RESEARCH REPORT

Do Two A+ Deals Foreshadow THE DEAL?

Licensing deals are the life blood of small pharmaceutical companies, representing their exit from the development of a molecule, often in a staged manner, and a coalescing of the value they have added to a compound. Kazia Therapeutics has done two licensing deals in the space of a month, something unique for an Australian company. In this report, we look at those deals, assess their quality and look at other takeaways they provide.

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Fit for tough times; prepared for coal’s upswing

Terracom has counter-cyclically placed itself in a position to improve efficiency and margins plus pursue organic mine growth. Cashflows will further swell once currently depressed coal prices rebound. These assets appear undervalued compared to our Base Case $0.27/share NPV valuation of TER. TER has upside on management’s record of delivering new projects from currently controlled development assets and/or by opportunistically securing acquisitions.

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And a Door Opens Wide

Antisense Therapeutics’ lead drug sits at the nexus of two areas of drug development that are starting to grow dramatically in importance. One relates to its mode of action and the other to the type of drug it is. Combine that with management who know the drug very well and strong results in a trial in a horrible disease afflicting children, and you have the basis for true value creation.

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The EV Megatrend – Responsibly sourced lithium the “new oil”

Lake Resources (LKE.AX) aims to become a major global producer of high quality battery grade lithium carbonate. It holds 100% equity in four significant Argentinian brine assets situated in the Lithium Triangle. LKE is using disruptive lithium extraction technology to produce lithium for sales into the US, Europe and Asia. With its clean tech partner Lilac Solutions, LKE is moving fast to bring a low carbon, low water, low waste, no acid products, light footprint, low-cost and high value project to market.

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