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Business pessimism retards cycle gains

Business pessimism retards cycle gains

Development equities are most leveraged to pending price strength but funding remains key risk

From the Capital

23 JAN 2020
Betting on winners won't work

Betting on winners won't work

Few ASX-listed resources stocks show consistently good year-on-year performance

From the Capital

16 JAN 2020
Miners need an ESG alternative

Miners need an ESG alternative

Catchy acronym has seduced the investment community but it is of little use to miners

From the Capital

19 DEC 2019
Companies blinded to DRC risks

Companies blinded to DRC risks

Markets failing to punish equities for jurisdictional risk in race to the bottom

From the Capital

13 DEC 2019
Dual-listing gains hard to find

Dual-listing gains hard to find

The proposed advantages of listing across Australia and Canada don't stack up in practice

From the Capital

05 DEC 2019
TSX-ASX choice becoming moot

TSX-ASX choice becoming moot

Secondary offering often simply another straw to grasp at for struggling resources firms

From the Capital

28 NOV 2019
Zinc damp squib persists

Zinc damp squib persists

Demand forecasts among developers misaligned with commodity data

From the Capital

21 NOV 2019
Mining, feminism and CSR

Mining, feminism and CSR

Book paints more balanced picture of social considerations than industry rhetoric

From the Capital

14 NOV 2019
New rules needed for project values

New rules needed for project values

The absence of project valuations would be no great loss to investment decision making.

From the Capital

07 NOV 2019
Appealing narratives raise investment risk

Appealing narratives raise investment risk

Mining companies seeking approval of good stories rather than offering a path to ROI

From the Capital

30 OCT 2019
Feasibility study … who cares?

Feasibility study … who cares?

Failure to quantify risk renders feasibility work impotent as price catalysts

From the Capital

24 OCT 2019
Regulators block key project data

Regulators block key project data

Australia market rules are 'protecting' investors by starving them of critical information

From the Capital

17 OCT 2019
White Rock loses USP

White Rock loses USP

Junior destroys value by playing away and extending the risk profile

From the Capital

10 OCT 2019
Uranium: so bad, it's good

Uranium: so bad, it's good

The theoretical certainty of rising prices makes most junior equities great value

From the Capital

03 OCT 2019
Planning for failure

Planning for failure

Investors would do better searching for agility rather than a promise of clairvoyance

From the Capital

26 SEP 2019
Nickel Mines gets lucky

Nickel Mines gets lucky

But an integrated nickel producer will still be at the mercy of nickel prices

From the Capital

19 SEP 2019

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