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Regis plays long game with Tropicana deal

Regis plays long game with Tropicana deal

Regis paid well over the odds for its $903M buy of IGO's stake in Tropicana, writes Barry FitzGerald

Research

05 MAY 2021
Chalice Mining juggernaut rolls on

Chalice Mining juggernaut rolls on

Huge price target upgrade from Macquarie

Feasibility

28 APR 2021
Newcrest

Newcrest's copper lining to the fore

Newcrest is doing a fine job as a significant and growing copper producer

Research

28 APR 2021
S&P lifts price forecasts for selected metals

S&P lifts price forecasts for selected metals

Supply remains "stubbornly tight"

Base metals

01 APR 2021
Chalice

Chalice's province-making year among the 4WDs and the chuditch

Looming maiden Julimar resource shaping up to be a marquee event in 2021, writes Barry FitzGerald

Research

01 APR 2021
Copper build a missed opportunity for majors

Copper build a missed opportunity for majors

Did Rio Tinto and BHP miss the boat by not adding more copper sooner?

Research

26 MAR 2021
Rio Tinto misses (again) on the G in ESG

Rio Tinto misses (again) on the G in ESG

Rio's already tarnished ESG credentials have taken another hit

Research

12 MAR 2021
Antofagasta, inflation and the road ahead

Antofagasta, inflation and the road ahead

Speed of copper price upswing has surprised

London to a brick

01 MAR 2021
Commodities to enter

Commodities to enter 'seventh bull market', says Saxo

Danish bank among those who believe bull run is gathering pace

Copper News

26 JAN 2021
IGO dares to be brave in WA lithium push

IGO dares to be brave in WA lithium push

Rarely has an ASX miner made such a daring and transforming move, writes Barry FitzGerald

Research

11 DEC 2020
Kalahari exploration fires up Sandfire Resources

Kalahari exploration fires up Sandfire Resources

The penny has finally dropped for investors on Sandfire's MOD acquisition, writes Barry FitzGerald

Research

03 DEC 2020
Alaska copper leg a test for South32

Alaska copper leg a test for South32's M&A generosity

The tom-toms are beating again, says Barry FitzGerald

Research

11 NOV 2020
La Nina to hit global metals supply, trigger price spikes

La Nina to hit global metals supply, trigger price spikes

La Nina could hit global metals supply and trigger price spikes.

Bulks

09 NOV 2020
Havieron to restore Telfer greatness

Havieron to restore Telfer greatness

Could Havieron reverse Newcrest's 2020 underperformance?

Research

06 NOV 2020
How London fell out of love with Kaz Minerals

How London fell out of love with Kaz Minerals

Copper miner's Russia adventure leaves many investors feeling cold

Research

03 NOV 2020
BHP

BHP's Olympic Dam expansion baulk raises questions

Barry FitzGerald wonders if there might be more to BHP's Olympic Dam announcement

Research

23 OCT 2020