Orinoco Striking Gold In Brazil

Orinoco Gold (ASX: OGX, Share Price: $0.087, Market Cap: $15m) is an emerging gold producer that we’ve been looking to introduce to our Portfolio for some time, based on its outstanding Brazilian project fundamentals. A catch-up at the Resources Round-up in Sydney with management provided reassurance and the perfect opportunity to introduce the stock to readers last week as a Spec Buy around $0.072 – with the stocks already up 21% on our buy-in price.

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Zinc Shortage Good News For Ironbark

Ironbark Zinc (ASX: IBG, Share Price: $0.12, Market Cap: $51m) is the first pure zinc exposure that we have incorporated into our Portfolio since we began way back in December 2010. The rationale for this has been quite clear – zinc has until recently been a poor-performer from a pricing perspective – hence there has been no sound reason to this point to recommend zinc equities. Nevertheless, we have covered zinc extensively from a sector perspective and we have consistently highlighted the looming supply gap that would emerge. We are now approaching a critical point in terms of declining supplies from existing zinc sources, which we believe justifies the introduction of a world-class emerging zinc producer.

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Rox Resources Strikes More Nickel

Rox Resources (ASX: RXL, Share Price: $0.03, Market Cap: $25m) is one of our most highly-credentialed exploration plays, with three highly-prospective projects – its Fisher East nickel sulphide project in Western Australia, followed by two secondary projects – the Reward zinc and Bonya copper projects, both situated within the Northern Territory. We introduced the stock to our Portfolio during May and our most recent coverage was in our MineLife Weekly 198 during February 2015.

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Wolf Minerals Tungsten Mine On Track

Wolf Minerals (ASX: WLF, Share Price: $0.38, Market Cap: $307m) is an emerging tungsten producer focused on the development of its world-class Hemerdon Ball tungsten-tin project in Devon, southwest England. We introduced the company to our Portfolio during February 2013 at buy-in prices of between $0.22 and $0.30. The Hemerdon project is scheduled for first production during H2 2015 and is one of the few new sources of tungsten currently under development anywhere in the world.

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AusQuest Secures Copper-Gold Joint Ventures

AusQuest Limited (ASX: AQD, Share Price: $0.02, Market Cap: $6m) has been on our Portfolio Watch-list for several years now, focused on big-picture exploration both here and abroad. Sadly, market conditions over recent years have worked against companies with ambitions of this type, but challenge has also brought opportunity. The company’s exposure to the nickel potential of the Fraser Range province in WA, the copper-gold potential of Peru and gold potential of Burkina Faso is paying dividends.

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Gruyere Study Highlights Gold Road Potential

Gold Road (ASX: GOR, Share Price: $0.35, Market Cap: $196m) is one of our long-standing emerging gold exposures that we introduced to our Portfolio during December 2010. Gold Road has maintained aggressive and focused exploration and appraisal activity with respect to its vast Yamarna Belt gold project – an underexplored region encompassing an area of 5,000 sq km area within WA’s Yilgarn Craton.

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Emerging New Gold Exposure In Anova

Anova Metals (ASX: AWV, Share Price: $0.032, Market Cap: $8.4m) is an Australian based junior developer concentrating activities on the Big Springs Gold Project in northern Nevada. Since acquiring the historical producer in 2012, Anova has progressed steadily towards production. With permitting for the initial stages expected during Q1 2015, open-pit mining will commence during mid-2015. An initial three-year, four-stage mining plan is being developed, which will include one open-pit and three underground operations mining a total of 780,620t @ 5.52g/t gold.

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What?s Really Going On With Copper?

Copper is regarded as one of the bellwether commodity of international economic growth and rightly so, as it’s used extensively in everything from homes to cars to electronics. Despite comments over recent months have predicted dire price falls based on weakening world demand, the fundamentals for copper have in my view been signaling something very different.

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Focus On Post-Fukushima Recovery For Uranium

The reactions of financial markets around the world to the horrific events that have taken place in Japan have been reasonable and entirely predictable. Markets that were already nervous from the ongoing political unrest in MENA, ongoing European debt woes, rising oil prices and fears of an outbreak of inflation, have used the Japanese catastrophe as the lever they needed to take money off the table.

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Commodity Analysis ? Crude Oil

Despite an ever-changing and volatile financial climate, gold and oil remain the most significant of all commodities in terms of their importance, profile and capacity to influence market sentiment. As much as markets and some investors try to move away from these two supposed arcane relics, both remain mainstays that continue to be key barometers for our overall economic health. Most significantly, demand for both remains strong, despite the ongoing search for supposed alternatives.

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