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The man from La Mancha

The man from La Mancha

The Egyptian billionaire was recently spotted in a meeting with the DRC's new mining minister

London to a brick

03 AUGUST 2021
The start of an overdue iron ore correction

The start of an overdue iron ore correction

Confusing times for investors in companies exposed to iron ore

Miner's right

02 AUGUST 2021
Bling is back

Bling is back

Diamond miners are finding favour with investors once again

MJ comment

30 JULY 2021
Wiluna Mining tries again

Wiluna Mining tries again

An investor unscarred by the company's history may readily embrace its narrative

From the Capital

29 JULY 2021
Gold investors seek transparency on emissions

Gold investors seek transparency on emissions

Barry FitzGerald suggests gold production reporting could soon change

Research

28 JULY 2021
Looming 'supercycle' in anti-mining activism

Looming 'supercycle' in anti-mining activism

Financial push back to mining certain commodities is becoming more common

London to a brick

27 JULY 2021
The "pain" in coal looks awfully like profit

The "pain" in coal looks awfully like profit

New markets and high prices see Australian miners shake off China's tariffs

Miner's right

26 JULY 2021
Evolution struggles to justify capex hike

Evolution struggles to justify capex hike

The cost of elevating Red Lake and Cowal to tier one has not gone down well, writes Barry Fitz

Research

23 JULY 2021
Investors shun PNG development

Investors shun PNG development

Narrative around PNG industrialisation proving a hard sell

From the Capital

22 JULY 2021
The top end diamond revival

The top end diamond revival

Rise of Alrosa bodes well

Miner's right

19 JULY 2021
The flip side of a boom

The flip side of a boom

Concerns mounting around labour shortages

MJ comment

16 JULY 2021
Risk errors cloud value judgements

Risk errors cloud value judgements

The human mind is prone to greatly overstate the success of a sequence of conjunctive events

From the Capital

15 JULY 2021