Since Paddy Hannan struck gold in Kalgoorlie on 14 June 1893, some 130 years ago, there has been a fascination with gold that has persevered throughout that period. Many fortunes have been won and lost during this period, however the quest for further riches...
Investors
The Strengthening Uranium Price Looks Different This Time
Just like many commodities, there have been bullish and bearish periods for uranium. However, since hitting a peak of over US$140/lb in June 2007, the intervening period can generally be regarded as a prolonged bear market for the yellow metal. There have...
What are Rare Earths?
You only need to go back a few years and you could count the ASX rare earth companies on one hand. Lynas, Northern Minerals, Alkane, Arafura, Peak are a few of the names from back in the day that are now considered the ‘old hands’ of the industry. In a...
ESG: Value Creation or Compliance?
Green-hushing is the practice of companies pulling back over time on their stated ESG targets. Perhaps they stated an overly ambitious climate or environmental target before studies had progressed, or perhaps increased regulatory scrutiny on ESG reporting...
Gold near $2000 is acting like gold near $1000, before it broke 80% higher
The year was 2007/2008, the Global Financial Crisis (GFC) was lurking the corridors of finance. Surely gold was headed to the moon with such a macroeconomic background? Investors poured into the precious metal, it was sure to break the significant...
18,720 Minutes
Depending on who you listen to, this is all the time left before the global economy comes crashing down, as the result of the US defaulting on its debt obligations. While many economists believe it won’t come to this, 18,720 minutes is all that remains for...
Resources Revenue Drives Federal Budget Surplus
The strong resources sector featured prominently in the Federal Budget that was handed down on Tuesday this week. Record tax revenue of $41 billion contributed towards the Federal Government delivering its first budget surplus in 15 years. The $8 billion...
Looking forward to the RIU Sydney Resources Round-up next week
Next week, over 1,500 delegates will meet in Sydney for the annual RIU Sydney Resources Round-up conference. The three-day conference attracts a mixture of corporates, brokers, fund managers and retail investors, keen to discover the next Pilbara, De Grey or...
Tin – The overlooked critical mineral
Tin is a critical mineral that many people often overlook or underestimate its significance. Despite having a history that stretches back to ancient times, it is often dwarfed by other critical minerals such as cobalt, lithium or rare earth elements owing to...
