Bulk Buys: Iron ore market in waiting game as green lights appear for Simandou
Chinese and Guinean governments give green light to Simandou infrastructure deal Rio’s share of the mega project will clock in at US$6.2bn What impact will [more…]
Semi-conducting yourself when the Nvidia chips are down
Now that Wall Street appears to have confirmed – en-masse – that US inflation is beat and the Federal Reserve will cut rates in the [more…]
FREE WHELAN: Own copper. Own copper companies. Hold on as long as you can
In this Stockhead series, investment manager James Whelan, managing director Barclay Pearce Capital Asset Management, offers his insights on the key investment themes and trends in [more…]
Weed Week: Getting a grip on the cannabis scene amid a pending regulatory shakeup
The cannabis industry is poised for growth, driven by evolving legalisation globally Investment opportunities therefore exist across the sector We take a look at the [more…]
WTF with BPH: Why Australia is headed for a gas shortage
Why is Australia headed for a severe gas shortage? How do we fix this? And how does this affect the country’s larger energy market? BPH [more…]
Rise and Shine: Everything you need to know before the ASX opens
Good morning everyone, and welcome to July 17, 2024 – an important date in the history of monarchs and nobles being remembered with some [more…]
Closing Bell: ASX ends lower after iron ore majors go full succubi, drain benchmark of joy, life
ASX 200 ends a weak day down but not way down… just -0.23pc All 11 sectors were generally terrible, but 3 ended higher led by [more…]
Monsters of Rock: Rio sinks the miners and diamantes from Sierra Leone
Rio down as June production disappoints Sierra Rutile investors could be betting on an improved bid in three-corner contest for mineral sands producer Tidbits on [more…]
Vital Signs Podcast: Optiscan
Vital Signs is a podcast series focused on investing, hosted by Senior Health and Biotech journalist Nadine McGrath. In this episode Nadine chats to CEO [more…]
Niobium’s working its magic on West Arunta explorers
Critical minerals darling WA1 Resources (ASX:WA1) was originally hunting for deep iron oxide copper-gold (IOCG) deposits in 2022 when it stumbled upon high-grade niobium in [more…]