Archive:

2013/14►     2015►     2016►     2017►    2018►   2019►    2020►  

  2013
1 November
 

Exploration allocation
Australian investors prevented from buying explorers

  8 November
 

Exploration shock
Recommendations from ICAC could force change in exploration business model

  15 November
 

Phoenix's policy pays off
The ASX-listed copper company is linking remuneration to performance

  22 November
 

Tin market accord aids mine re-openings
Can agreement among analysts change future markets?

  29 November
 

Gold equities still under pressure
The gap between bullion and share prices is at risk of widening

  6 December
 

Mining and the real cost of capital
Properly compensating investors would force more financial discipline on companies

  13 December
 

Hedging must add to predictability
Companies must show investors that hedging will increase the reliability of future earnings predictions

  20/27 December
 

Pondering a lift in equity prices
Shares in mining companies have plunged in 2013. A catalyst for change is not easy to find

  17 January 2014

Global growth reset may boost mining interest
Higher economic growth expectations continue to rest on China’s sagging shoulders

  24 January

Savvy investors are everywhere
Is it better to list in New York, London or Sydney?

  7 February

The value of cash
Markets take direction from evidence before good intentions

  14 February

Noble objective
Measuring executive integrity could improve investment choices

  21 February A long wait for the next cycle
Shock (horror), metal prices will trend lower until demand stages dramatic return
  28 February

Does quality show through?
A rating system for emerging companies aims to sort the best from the rest

  7 March

Now you see it, now you don’t
WGC Gold statistics need a revamp to make sense

  14 March

Easier to do business in Canada, says Australian
Being in the right place, at the right time, still makes getting the job done easier

  21 March No rewards for loyalty
Market tests strategic mettle of even the best credentialled exploration companies
  28 March

BHPB loses diversification advantage
Investors will find that while the album cover is the same, the music has changed

  4 April

Don't ask and we won't tell
Regulators standing by as some companies punch holes in their disclosure rules

  11 April

News alone not enough to keep investor attention
Companies need to raise the bar on returns to impress more taciturn audience

  18 April

Super funding opportunities for Australian miners
A vast pool of superannuation funds will be looking for investment returns.  Will the mining sector be a focus?

  25 April

Old metals to slow as China restructures
IMF sends warning to investors in mining majors

  2 May

Blurring the cost of capital differences
Not distinguishing between the needs of investor classes is an unfortunate habit of many small miners

  9 May

Back to 1990s for equity returns
The late 1990s might be the best guidepost to the immediate future

  16 May

Bulking up is never easy
Northern Star needs exploration gains to succeed on the world stage

  23 May

Investor relations is a two-way street
The best investor relations practitioners feed back to directors what the market is saying

  30 May

Tax incentive may fall flat
Policies signal Australian government preference for the 'right' kind of research

  6 June

Divergent returns are good news
Disparate performance below flat market surface a good sign for investors

  13 June

Painting the right picture
Regulator warns on disclosure practices, but is it all just words?

  20 June

Sundance tracks industry experience
Flagship iron-ore project has been mixed blessing from the start for junior

  27 June

Testing times
An ASX-listed junior energy company puts all options on table in quest to rediscover lost value

  4 July

"Speculative Buy' misses investor needs
Risk profiling might be a bridge too far for mineral explorers, but they are investment products

  11 July

Keeping investors in touch
How Red 5 has lived to fight another day

  18 July

Who are my peers?
Company pay schemes continue to present a range of problematic questions

  25 July

Sirius priced for a bright future
The company's early success is a tough act to follow

 

1-8 August

Capital strategy will drive Altona Mining share price
Decisions about asset values reflect (often different) views about the future

 

15 August

Low productivity the test: discovery, growth, bigger risks
Pursuit of productivity is tactical rather than strategic when discovery, growth and prices are the main drivers

 

22 August

Offtake and funding sets Pilbara Minerals Apart
A market minnow finally finds itself in the right place, at the right time

  5 September

Bigger is better, except when it's not
BHP strategic search continues

  12 September

Indices no guide to stocks
Wide disparities in stock performance produce flat index outcome

  19 September

Chesser investors reassess development risks
Gold junior's bird in the hand may be a rare one indeed

  26 September

Iron ore forecasters struggle as Australia worries
Price plunge impact will transcend mining sector Down Under

  3 October

Diversification or doubling up?
Assessing the benefits of a second mine not as straightforward as 1,2...

  10 October

Code reform gives CP vital role
No ducking mandatory checklist for "cornpliant" companies

  17 October

IMF cuts growth forecasts
Prospects of cyclical recovery dim as potential growth fades

  24 October

Australian university dumps mining investments
Emotion, politics, strategy, shame... and the absence of reason

  31 October

Northern Minerals seeks development help
Giving with one hand and taking with the other

  7 November

Highfield Resources faces return hiatus
Exploration results no longer excite market

  14 November

Gold juniors battle market forces
Mutiny-Doray link aimed at boosting value, but is that a given?

  28 November

Putting the investment case
Look-alike investment presentations fail to capture audiences

  5 December

Timing key in Orbis fight
Orbis Gold directors reject SEMAFO approach, but for how long?

  12 December

Fresh strategies needed as stock prices hit new lows
Continuing down-trend in stock prices and some commodity prices forces rethink on investment plans

  19 December

Cycle delayed but markets keep working
This time things could be different, but that doesn't necessarily augur well for 2015

     
   

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