|
|
|
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 |
|
|
|
|
|
|