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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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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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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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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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.
Read MoreLike mineral sands through the hour glass, so zircon looks set to give investors some of the best days of their lives.
Read MoreThe 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).
Read MoreHistoric 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.
Read MoreThe gold producers were not quite the rock stars this week as they have been in previous years at the Diggers & Dealers bash in Kalgoorlie.
Read MoreThe French have had their way with Melbourne’s mineral sands group Mineral Deposits Ltd (MDL).
Read MoreIndependence 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.
Read MoreOur most successful “prospector”, Mark Creasy, has just notched up 50 years in the game and he is in a reflective mood.
Read MoreTolga 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.
Read MoreWhile 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.
Read MoreFor 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.
Read MoreConferences can be memorable for any number of reasons. And so it was this week at the Resources Rising Stars conference on the Gold Coast.
Read MoreThe 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.
Read MoreDoubts 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.
Read MoreElon Musk reckons ‘boring bonehead’ questions on Tesla’s massive cash burn rate are not cool.
Read MoreNTM 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.
Read MoreOZ 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.
Read MoreOrion 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.
Read MoreZinc 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.
Read MoreIt 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.
Read MoreThe imminent drilling program to expand existing Walford Creek resource will be keenly watched by growth-hungry mid-tiers.
Read MoreExploration 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.
Read MoreNorthern Star Resources and Dacian Gold are prime examples of the rewards to be had from showering some love and attention on mature gold projects.
Read MoreThere is a bit of a buzz surrounding a little thing called Aruma Resources (AAJ), a hardy gold explorer with a technical bent.
Read MoreGlasenberg 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.
Read MoreWhat 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?
Read MoreA 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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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.
Read MoreGold’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.
Read MoreOn 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.
Read MoreBreaker Resources’ (BRB) executive chairman Tom Sanders reckons that the 50c stock is dirt cheap.
Read MoreA 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.
Read MoreFinding some upside in the ASX-listed zinc stocks has become a big ask of late.
Read MoreCobalt 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.
Read MoreIt’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.
Read MoreNo one much cared earlier this year when there was a particularly nasty takeover battle between Lithium Australia (LIT) as the suitor and Lepidico (LPD) as the target.
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