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2015 9 January |
Oil shock threatens
metals recovery
Complexity of price-freefall impact for metals and mining makes
future less clear |
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16 January |
Buy and hold? No thanks
Little benefit to be gained from long-term investing in mining
sector, analysis shows |
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30 January |
IMF’s
bad news for miners
Industry’s fortunes coming to rest on competent government economic
management … |
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6 February |
The rising cost of a
fresh start
Three gold producers with unfortunate recent histories are looking
to the future |
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13 February |
Orocobre makes claim on
equity portfolios
Argentina lithium project puts junior on a path to tap high-growth
market |
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20 February |
Orbis Gold confronts
reality
No cheap money available for development, as highlighted by
real-world transaction values |
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27 February |
Beating funding
pressures
Juniors facing funding shortages will need to get more and more
inventive to survive |
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6 March |
Copper penny is yet to
drop
ICSG stats point to a looming dramatic shift in copper-sector
outlook |
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13 March |
Lithium disrupters
changing market
Future for metal supply chain looks very different to today. But
should investors just charge in? |
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20 March |
When the China party is
over
Time for China,
and the rest of the world, to confront the future |
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27 March |
Regis Resources simply
too expensive
Gold company’s investors got ahead of themselves, which would have
been a good test for a skilled IR person |
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3 April |
Fortescue cartel bid
raises antitrust ire
Big iron-ore producers driving competitors out of the market not
targets of Australia’s competition watchdog |
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10 April |
The Age of Xi and Modi
The world’s future growth rests increasingly on the personal
attributes of Narendra Modi and Xi Jinping |
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17 April |
Exaggerated claims
overstate zinc market potential
Great story-telling power should come with greater responsibility |
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24 April |
IMF: 2015 growth risks
drop
General assumptions about future metal usage rates based on
historical outcomes need rethinking |
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1 May |
Ten ASX companies
getting the job done
A look at a leading bunch of juniors doing what they said they were
going to do, well |
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8 May |
Pushed too far
Cliffs CEO Lourenco Goncalves slams iron-ore manipulation |
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15 May |
Bannerman and buyers
want to wait
Stalemate on uranium supply seems to be benefiting no-one, to no end |
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22 May |
Doubts over dysprosium
miner’s ‘binding’ agreement
Judge’s ruling loosened seemingly hard and fast definition of a
compelling compact |
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29 May |
Shining a light on bad
policy
Australia’s missed opportunity to better understand well-oiled
revenue generator |
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5 June |
Superannuation funds
miss out on pot of gold
Australian investors being short-changed by blinkered institutional
view of sector |
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12 June |
Bad habits hurt
disclosure practices
Hit and miss regulation makes it tough for investors to reserve
judgement |
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19 June |
Miners fight biotechs
for investors
Similarities end when it comes to selling key investment messages |
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26 June |
Kasbah puts currency
balls in the air
Africa tin project developer postpones mine funding on weak
commodity price |
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3 July |
Post-study blues dent
returns
Well-worn path is fraught with difficulty for would-be mine
developers |
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10 July |
Going for broke
The funding well is running dry for many companies. But it won’t
stop some from trying to find the big one |
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17 July |
Atlas Iron braces for
second coming
The company has done all it can to lower unit costs, but there are
some expenses that are structurally fixed |
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24 July |
Standing out in
the crowd
Junior coal and iron ore firms did not hitch their wagons to China
and are succeeding when others are not |
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31 July - 7 August |
Global slowdown forces
market rethink
Darkest before the dawn? |
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14 August |
Black Mountain plumbs
new depths
Long-delayed silver developer turns attention to sunken treasure off
Ireland coast |
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21 August |
Returns versus status
Independence-Sirius merger appears less about returns than risk
mitigation |
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4 September |
China a new source of
market volatility
Once a miner’s best friend, China becomes central factor in damaging
global instability |
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11 September |
Companies do better
after share consolidation
Evidence suggests strategy tends to work best for investors |
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18 September |
Excelsior boosts
investment case
Bold plans can often be lacking a little detail |
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25 September |
Metal price cycle timing
needs rethink
Increased commitment of equity funds to mining sector may not be
warranted until late 2016 |
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2 October |
Segue confirms low
chance of success
Since Nova-Bollinger discovery, the Fraser Range has been a highly
coveted exploration address |
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9 October |
Large-cap miners losing
investment edge
Majors’ stagnant performance could see investors look elsewhere for
value |
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16 October |
‘Dixon
disparity’ confounds gold miners
Gold juniors left scratching heads over
metal’s relationship with investors and equities |
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23 October |
Debunking capital
structure myths
How do investors
really view shares on issue? |
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30 October |
Gold going nowhere fast
History suggests
gold is more comfortable in a long-term trading range |
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6 November |
How’s the JORC code
doing?
Core questions
about vital reporting standard remain unanswered |
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13 November |
Seeking lithium and
graphite clarity
Product pricing a
key metric for producers – and those betting on a boom |
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20 November |
You’ve got to be in it
to win it
Only meaningful
exploration can uncover meaningful deposits |
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27 November |
Valuing the social
dimension
Investors should
be assured companies are rigorously appraising risks on all fronts |
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4 December |
Are BHP, Vale, Rio
really clueless?
A failure to read
markets, not flawed production strategy, is the major let-down |
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11 December |
Are explorers really
liars?
Poor corporate
governance and a tendency to exaggerate are hurting juniors |
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18-25 December |
Uranium: who is the next
producer?
Juniors jostle to
get the jump when markets improve supply outlook, funding
opportunities |
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