Archive:

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

  2015
9 January

Oil shock threatens metals recovery
Complexity of price-freefall impact for metals and mining makes future less clear

  16 January

Buy and hold? No thanks
Little benefit to be gained from long-term investing in mining sector, analysis shows

  30 January

IMF’s bad news for miners
Industry’s fortunes coming to rest on competent government economic management …

  6 February

The rising cost of a fresh start
Three gold producers with unfortunate recent histories are looking to the future

  13 February

Orocobre makes claim on equity portfolios
Argentina lithium project puts junior on a path to tap high-growth market

  20 February

Orbis Gold confronts reality
No cheap money available for development, as highlighted by real-world transaction values

  27 February

Beating funding pressures
Juniors facing funding shortages will need to get more and more inventive to survive

  6 March

Copper penny is yet to drop
ICSG stats point to a looming dramatic shift in copper-sector outlook

  13 March

Lithium disrupters changing market
Future for metal supply chain looks very different to today. But should investors just charge in?

  20 March

When the China party is over
Time for China, and the rest of the world, to confront the future

  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

  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

  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

  17 April

Exaggerated claims overstate zinc market potential
Great story-telling power should come with greater responsibility

  24 April

IMF: 2015 growth risks drop
General assumptions about future metal usage rates based on historical outcomes need rethinking

  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

  8 May

Pushed too far
Cliffs CEO Lourenco Goncalves slams iron-ore manipulation

  15 May

Bannerman and buyers want to wait
Stalemate on uranium supply seems to be benefiting no-one, to no end

  22 May

Doubts over dysprosium miner’s ‘binding’ agreement
Judge’s ruling loosened seemingly hard and fast definition of a compelling compact

  29 May

Shining a light on bad policy
Australia’s missed opportunity to better understand well-oiled revenue generator

  5 June

Superannuation funds miss out on pot of gold
Australian investors being short-changed by blinkered institutional view of sector

  12 June

Bad habits hurt disclosure practices
Hit and miss regulation makes it tough for investors to reserve judgement

  19 June

Miners fight biotechs for investors
Similarities end when it comes to selling key investment messages

  26 June

Kasbah puts currency balls in the air
Africa tin project developer postpones mine funding on weak commodity price

  3 July

Post-study blues dent returns
Well-worn path is fraught with difficulty for would-be mine developers

  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

  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

  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

  31 July - 7 August

Global slowdown forces market rethink
Darkest before the dawn?

  14 August

Black Mountain plumbs new depths
Long-delayed silver developer turns attention to sunken treasure off Ireland coast

  21 August

Returns versus status
Independence-Sirius merger appears less about returns than risk mitigation

  4 September

China a new source of market volatility
Once a miner’s best friend, China becomes central factor in damaging global instability

  11 September

Companies do better after share consolidation
Evidence suggests strategy tends to work best for investors

  18 September

Excelsior boosts investment case
Bold plans can often be lacking a little detail

  25 September

Metal price cycle timing needs rethink
Increased commitment of equity funds to mining sector may not be warranted until late 2016

  2 October

Segue confirms low chance of success
Since Nova-Bollinger discovery, the Fraser Range has been a highly coveted exploration address

  9 October

Large-cap miners losing investment edge
Majors’ stagnant performance could see investors look elsewhere for value

  16 October

Dixon disparity’ confounds gold miners
Gold juniors left scratching heads over metal’s relationship with investors and equities

  23 October

Debunking capital structure myths
How do investors really view shares on issue?

  30 October

Gold going nowhere fast
History suggests gold is more comfortable in a long-term trading range

  6 November

How’s the JORC code doing?
Core questions about vital reporting standard remain unanswered

  13 November

Seeking lithium and graphite clarity
Product pricing a key metric for producers – and those betting on a boom

  20 November

You’ve got to be in it to win it
Only meaningful exploration can uncover meaningful deposits

  27 November

Valuing the social dimension
Investors should be assured companies are rigorously appraising risks on all fronts

  4 December

Are BHP, Vale, Rio really clueless?
A failure to read markets, not flawed production strategy, is the major let-down

  11 December

Are explorers really liars?
Poor corporate governance and a tendency to exaggerate are hurting juniors

  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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