Sandfire Support A Boost For Talisman
A hugely-credentialed exploration company with a $15m farm-out JV with Sandfire Resources over its Bryah Basin acreage. More recently it has acquired the advanced Sinclair nickel project from Glencore.
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Evolution Support A Big Tick For Emmerson
Emmerson Resources is an advanced explorer with an excellent technical pedigree that’s pursuing aggressive exploration and appraisal activity with respect to its Tennant Creek acreage – in conjunction with Evolution Mining.
Read MoreGruyere Rolling Along For Gold Road
Gold Road is a gold explorer that’s aggressively evaluating the large-scale resource potential of its Yamarna project in WA. The company’s production and corporate credentials have been significantly enhanced.
Read MoreOrinoco 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.
Read MoreZinc 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.
Read MoreThe Key Factors Driving Gold
Gold continues to defy the skeptics, demonstrating robust price support as we’ve previously advocated around the $1,200/oz mark. A host of positive factors are driving gold’s resilience – and most of them aren’t new.
Read MoreStrike Energy Progressing In The Cooper Basin
An emerging petroleum play with a rapidly growing presence in the unconventional energy sector in South Australia’s Cooper Basin, where a company-making fraccing and flow-testing program is continuing.
Read MoreRox 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.
Read MoreWolf 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.
Read MoreTrafigura Buy-In Reflects Confidence In Highlands
Highlands Pacific (ASX: HIG, Share Price: $0.066, Market Cap: $61m) is an emerging PNG resource play, with two advanced projects and an early-stage exploration play, which we’ve followed for a number of years via our Watch-List. Various coincident factors have led us to upgrade our recommendation from Watch to Speculative Buy.
Read MoreMatsa Drilling In The Right Neighbourhood
Matsa Resources is a diverse exploration play, with a focus on nickel sulphide opportunities in Western Australia. Interest is currently being driven by its Symons Hill project, close to Sirius Resources’ spectacular Nova deposit.
Read MoreZanthus Nickel Project Set To Rumble
Rumble Resources maintains a highly-experienced technical team and high-quality exploration portfolio, focused exclusively on the emerging Fraser Range province of Western Australia, within two key project areas.
Read MoreThe Return Of Geopolitical Risk Supports An Oil Price Rebound
We recently reviewed the crude oil market as it relates to the persistent battle between ‘conventional’ oil producers (like OPEC) and ‘unconventional’ oil led by US shale producers.
Read MoreAusQuest 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.
Read MoreAnova Progressing Steadily In Nevada
Australian-based emerging gold producer focused on its Big Springs Gold Project in northern Nevada, USA. Anova is progressing steadily towards production, with open-pit mining set to commence during mid-2015.
Read MoreSinclair Deal Positive For Talisman Mining
A hugely-credentialed exploration company with a $15m farm-out JV with Sandfire Resources over its Bryah Basin acreage. More recently it has acquired the advanced Sinclair nickel project from Glencore.
Read MoreWatershed World Class For Vital
Emerging tungsten producer that’s focused on commercializing and developing its advanced Watershed tungsten project in northern Queensland – one of the world’s largest undeveloped tungsten deposits.
Read MoreGruyere 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.
Read MoreWhy OPEC Will Win The Battle Against US Shale
The current stoush between ‘Sheikh and Shale’ (as The Economist has brilliantly described it) presents the ideal opportunity for an examination of the economics (or otherwise) of shale oil production. I’ve been a long-time skeptic of the hype surrounding shale oil, as it’s high prices over the past few years that have made shale oil viable.
Read MoreEmerging 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.
Read MoreMassive Overreaction To The Swiss Gold Referendum
Given the dramatic fall in the price of gold during Monday’s trade (down $38 – or 3% – to $1,152/oz) on the back of the Swiss referendum decision, I thought it worthwhile to enter into a broader discussion with respect to gold.
Read MoreStrike Energy Busy In Cooper Basin
Strike Energy is an emerging petroleum play with a rapidly growing presence in the unconventional energy sector in South Australia’s Cooper Basin, where an important flow-testing and fraccing program is currently underway.
Read MoreThunderbirds Are Go At Sheffield Resources
Sheffield Resources is an emerging, diversified Western Australian bulk commodities play, with a focus on minerals sands in the Kimberley region, along with an exciting nickel-copper exploration play within the Fraser Range province.
Read MoreRisk & Reward In West African Resources
West African gold explorer that’s pursuing aggressive appraisal and development of its Mankarga 5 gold deposit in Burkina Faso, where it aims to commence maiden gold production during 2015.
Read MoreMitsubishi Backing A Boon For Carbine Tungsten
An emerging tungsten producer that’s looking to fast-track hard-rock production at its Mt Carbine project in northern Queensland. The company is developing its association with Japanese heavyweight, Mitsubishi.
Read MoreLundin Deal A Boost To Southern Hemisphere Mining
Advanced Chilean copper exploration play, with attractive projects that have attracted major farm-in interest from Lundin Mining (TSX: LUN), with aggressive exploration drilling underway.
Read MoreFed Keeps Markets Happy, But At What Cost?
Fed keeps markets happy, but at what longer-term economic cost?
Read MoreGerman Farm-In A Boost To Potash West
Advanced potash explorer with two projects that have production potential, the first in Western Australia where there is a vast resource base, and the second involves an advanced farm-in opportunity in Germany.
Read MoreEncouraging Nickel Hits Boost Rox Resources
Rox Resources is a well managed explorer with interests in nickel, gold and zinc within Western Australia. The next major milestone for investors is a revised JORC-compliant nickel resource at Fisher East.
Read MorePoseidon Still Well Positioned
Poseidon Nickel is an emerging nickel producer that’s pursuing redevelopment of the historic Mt Windarra nickel project in WA. The stock has risen by almost 60% since our initial Buy recommendation at $0.14 just a few weeks ago.
Read MoreUranium Exploration With Bite
Alligator Energy is an advanced uranium explorer with a focus on the Alligators River Uranium Province in the Northern Territory. The company is now targeting world-class +100M lb uranium deposits as part of a revamped strategy.
Read MoreRight Place, Right Time For Kibaran
Kibaran Resources is emerging Tanzanian graphite producer that boasts an existing high-grade JORC-compliant resource base, Scoping Study and most importantly a binding off-take agreement with a European graphite trader.
Read MoreStrengthening Nickel Good News For Poseidon
Poseidon Nickel is an emerging nickel producer that’s pursuing redevelopment of the historic Mt Windarra nickel project in Western Australia. The company represents one of the few new emerging sulphide producers in the world.
Read MoreStriking Unconventional Energy
Strike Energy in an emerging petroleum play with a rapidly growing presence in the unconventional energy sector in South Australia’s Cooper Basin, where an important flow-testing and fraccing program is currently underway.
Read MoreTalisman Mining Worth Exploring
Hugely credentialed exploration company with a focus on the Bryah Basin of Western Australia. A major farm-out with Sandfire Resources could see at least $15 million spent on exploration over a 5½-year period.
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