West African Resources – favoured emerging gold producer
Visible gold at 175m depth at M1 South – Portfolio Stock (initial coverage @ $0.08 in Sep 2015)
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Kibaran Long On Substance
Kibaran Resources (ASX: KNL, Share Price: $0.30, Market Cap: $55m) is one of our preferred graphite sector exposures, due to the highly measured and conservative approach being employed to achieve production status. Kibaran maintains aggressive exploration and appraisal activity with respect to its various Tanzanian graphite projects, although its flagship Epanko project remains the current focus.
Read MoreThe Fed’s Gift To Gold
Who’d want to be an investor in this market right now?
Read MoreRox Teena Deposit Hosts World-Class Zinc Resource
Rox Resources (ASX: RXL, Share Price: $0.029, Market Cap: $34m) is one of our most respected exploration plays, with three highly-prospective projects – its Fisher East nickel sulphide project in Western Australia, followed by two secondary projects – the Reward zinc and Bonya copper projects, both situated within the Northern Territory. Importantly, there is strong activity happening on all project fronts.
Read MoreAntipa Funded For Next Steps
Antipa Minerals (ASX: AZY, Share Price: $0.031, Market Cap: $25m) maintains a first-class acreage position within the mineral-rich Telfer province of Western Australia – a fact reflected in the recent signing of an agreement with mining behemoth Rio Tinto Exploration, which allows for Rio to spend up to $60 million on Antipa’s Citadel gold and copper project within the Telfer region.
Read MoreMetalicity Commences Lithium Drilling Program
Metalicity (ASX: MCT, Share Price: $0.066, Market Cap: $25m) is effectively a brand-new zinc/lithium play, following the acquisition of the large and advanced Admiral Bay zinc project in Western Australia during late 2014. The company has also acquired prospective lithium-tantalum tenements in Western Australia’s Pilbara region, host to some of the world’s largest hard-rock lithium and tantalum projects.
Read MoreDrilling Expands Pilgangoora Resource Potential
Pilbara Minerals (ASX: PLS, Share Price: $0.66, Market Cap: $484m) is generating strong market interest and share price appreciation as a result of successful exploration, appraisal and pre-production activity on its Western Australian tantalum and lithium resource assets. The company’s key attraction is its low-risk exposure to lithium via its WA Pilgangoora project – a major component in high-tech applications.
Read MoreSt George Mining Slays Mt Alexander
St George Mining (ASX: SGQ, Share Price: $0.175, Market Cap: $34m) has captured the market’s attention over the past few weeks with the commencement of diamond drilling to test high-grade massive nickel-copper sulphide mineralisation at its Mt Alexander project in Western Australia. XRF analysis has revealed outstanding nickel grades of 6.7% – 10.9% and copper values from 1.24% – 5.85%.
Read MoreSprott Endorsement A Boost For Minotaur
Minotaur Exploration (ASX: MEP, Share Price: $0.064, Market Cap: $14m) is one of our favoured exploration plays – as it maintains a strong and diverse portfolio of exploration projects, a well-credentialed exploration team, as well as solid cash reserves that ensure high-level exploration activity. It also recently welcomed the highly-regarded Sprott Group onto its share register with a 12.64% stake.
Read MoreCoal’s Demise – Peabody’s Collapse Is Just The Beginning
“The interval between the decay of the old and the formation and establishment of the new constitutes a period of transition which must always necessarily be one of uncertainty, confusion, error, and wild and fierce fanaticism.” John C. Calhoun
Read MoreCapital Flows For Strike Energy
Strike Energy (ASX: STX, Share Price: $0.115, Market Cap: $96m) is our preferred ‘unconventional’ energy play. Strike’s sole focus is on defining the commercial viability and overall resource extent of its emerging Southern Cooper Basin Project, with the ultimate aim of delivering gas under long-term supply arrangements to growing and energy-starved markets in Eastern and Southern Australia.
Read MoreWAF Progressing In Burkina Faso
300-metre mineralised strike length at M1 South – Portfolio Stock (bought @ $0.08 in Sep 2015)
Read MoreGascoyne Resources – Low Capex Dalgaranga Development
Gascoyne Resources (ASX: GCY, Share Price: $0.29, Market Cap: $60m) is a gold exploration and development company led by a vastly experienced board and management with a strong blend of exploration, discovery and mining backgrounds. The company has grown its resource inventory to 2.05 million ounces of gold in 3 advanced projects, all located on granted Mining Leases in Western Australia.
Read MorePilbara Minerals – New Drilling Underway
Pilbara Minerals (ASX: PLS, Share Price: $0.37, Market Cap: $319m) is generating strong market interest and share price appreciation as a result of successful exploration, appraisal and pre-production activity on its Western Australian tantalum and lithium resource assets. The company’s key attraction is its low-risk exposure to lithium via its WA Pilgangoora project – a major component in high-tech applications.
Read MoreMetalicity – Growing WA Lithium Exposure
Metalicity (ASX: MCT, Share Price: $0.064, Market Cap: $22m) is effectively a brand-new zinc/lithium play, following the acquisition of the large and advanced Admiral Bay zinc project in Western Australia in late 2014. The company has also since acquired prospective lithium-tantalum tenements in Western Australia’s Pilbara region, host to some of the world’s largest hard-rock lithium and tantalum projects.
Read MoreKibaran Big In Japan
Kibaran Resources (ASX: KNL, Share Price: $0.18, Market Cap: $30m) is one of our preferred graphite sector exposures due to the highly measured approach the company is taking to achieve production status. Kibaran maintains aggressive exploration and appraisal activity with respect to its various Tanzanian graphite projects, although its flagship Epanko project remains the current focus.
Read MoreRecord Gas Flows For Strike Energy
Strike Energy (ASX: STX, Share Price: $0.12, Market Cap: $100m) is our preferred ‘unconventional’ energy play. Strike’s focus is on defining the commercial viability and overall resource extent of its emerging Southern Cooper Basin Project, with the ultimate aim of delivering gas under long-term supply arrangements to growing and energy-starved markets in Eastern and Southern Australia.
Read MoreTalisman Gets Results At Monty
Talisman Mining (ASX: TLM, Share Price: $0.47, Market Cap: $68m) is one of our favourite exploration plays. Its flagship Springfield exploration project in Western Australia involves a seemingly company-making farm-out JV with Sandfire Resources (ASX: SFR), under which Sandfire can earn up to a 70% stake in three of Talisman’s projects by spending at least $15m over a 5½-year period.
Read MoreOil Market Uncertainty Continues
As Reuters journalist Alex Lawler reminded us this week, “It used to be said of OPEC that it was like a teabag – it only worked in hot water.” If that’s the case, conditions on world oil markets require OPEC to step up to the plate, with crude oil trading at close-to-seven-year lows of $40 a barrel.
Read MoreBleak Outlook For Coal Producers
There are varying opinions on the outlook for thermal coal. Whether one is an optimist or a pessimist – or somewhere in between – the reality is that life is set to get even tougher for coal producers.
Read MoreThree Pronged Attack At Ausquest
Big-picture explorer with interests in large porphyry copper targets in southern Peru, gold in Burkina Faso and nickel-copper in the Fraser Range province of Western Australia, with major joint venture partners.
Read MoreHighlands Pacific Progressing In PNG
We introduced Highlands Pacific to our Portfolio after having closely followed the stock’s progress for several years. A number of important and positive developments have taken place over the past 12 months. Firstly, its share price has stabilized following several years of decline; its Ramu nickel-cobalt project is producing solidly and first cash flows have been received; uncertainty surrounding the Frieda copper-gold project has gone; and corporate interest has grown as metals trader Trafigura boosted its stake to 16%.
Read MoreUranium Merger A Turkish Delight For Anatolia
The subject of a recent successful merger with Uranium Resources Inc, the company will be able to fast-track development of its flagship uranium deposit in Turkey by relocating URI’s processing infrastructure.
Read MoreMetalicity Revitalising Admiral Bay Zinc
Metalicity (ASX: MCT, Share Price: $0.024, Market Cap: $9m) is effectively a brand new zinc play, after altering its business activity from health care to mineral exploration and acquiring the advanced Admiral Bay zinc project in Western Australia. The acquisition was announced in late 2014, however the company had to comply with Chapters 1 and 2 of the ASX Listing Rules, which means it has only just re-listed.
Read MoreSheffield Emerging In The Kimberly
An advanced explorer with a strong technical pedigree that’s pursuing aggressive exploration and appraisal activity with respect to its Tennant Creek acreage, in conjunction with quality partner Evolution Mining.
Read MoreResources Star On The Gold Coast
I had the pleasure of attending Read Corporate’s Resources Rising Stars (RRS) conference on the beautiful Gold Coast a few weeks ago.
Read MoreEmmerson Evolving At Tennant Creek
An advanced explorer with a strong technical pedigree that’s pursuing aggressive exploration and appraisal activity with respect to its Tennant Creek acreage, in conjunction with quality partner Evolution Mining.
Read MoreOrion Gold Shooting For The Stars
Orion Gold is a well-managed explorer with diverse commodity and project interests, incorporating the search for epithermal gold at its Connors Arc project in Queensland and nickel in WA’s Fraser Range province.
Read MoreCreasy Deal A Boon For Transformed Legend
Following the sale of its Cameroon project interests for total consideration of $17.5m, Legend has now completed a Fraser Range farm-in deal with Mark Creasy, making it one of the region’s biggest players.
Read More10 Key Points On The Volatility In Resources
1. Let’s firstly put Glencore’s 30% plunge into perspective – what’s driven the latest market concerns are the company’s high debt levels, however this isn’t something new. It was there when the company merged with Xstratra more than two years ago. What’s exacerbated the situation however has been the subsequent decline in commodity prices and softer Chinese demand, which have placed enormous strain on the company’s balance sheet – and financial viability.
Read MoreAusQuest On A Copper Mission
Advanced West African gold explorer that’s pursuing aggressive appraisal and development of its Mankarga 5 gold deposit in Burkina Faso, where maiden gold production is targeted during 2016.
Read MoreWest African Resources On The Watch-List
Advanced West African gold explorer that’s pursuing aggressive appraisal and development of its Mankarga 5 gold deposit in Burkina Faso, where maiden gold production is targeted during 2016.
Read MoreOrinoco Gold On Track In Brazil
Orinoco Gold is an emerging high-grade gold producer in Brazil. The company is minimising risk by developing a low-capex/low-operating cost mining operation at Cascavel, with strong resource upside.
Read MoreGold Demand Stronger Than WGC Data Suggests
An interesting question was posed this week – is gold demand as tepid as the latest Gold Demand Trends report from the World Gold Council (WGC) seems to suggest? Personally, I have great difficulty believing that gold demand is anything but robust.
Read MoreEmmerson Progressing At Tennant Creek
An advanced explorer with an excellent technical pedigree that’s pursuing aggressive exploration and appraisal activity with respect to its Tennant Creek acreage in conjunction with Evolution Mining.
Read MoreRight Place, Right Time For Kibaran
Kibaran Resources (ASX: KNL, Share Price: $0.185, Market Cap: $31m) is one of our preferred graphite sector exposures. We introduced the stock to our Portfolio during April 2014 and our most recent coverage was in our Daily Resources Bulletin on 27th July. Kibaran continues to maintain aggressive exploration and appraisal activity with respect to all its advanced Tanzanian graphite projects, although its flagship Epanko project remains very much the current focus.
Read MoreOrica Prepayment A Boost For Strike Energy
An emerging petroleum play with a rapidly growing presence in the unconventional energy sector in South Australia’s Cooper Basin, where a company-making fraccing and flow-testing program is underway.
Read MoreTalisman Ticking Boxes
A hugely-credentialed exploration company with a $15m farm-out JV with Sandfire Resources over its Bryah Basin acreage. Drilling has revealed the first regional mineralised sulphides outside of DeGrussa.
Read MoreWhy Gold’s Investor Relevance Remains As Strong As Ever
Gold has performed an enormously valuable role as a store of value for thousands of years, throughout most of the world’s civilisations. Unlike currencies, which can wax and wane dramatically in value – and collapse altogether – gold’s value remains intrinsic and remarkably consistent over time. Hence, it has provided an enduring role as an insurance policy in investors’ portfolios.
Read MoreLegend Mining – Potentially Company – Making Fraser Range JV Deal
Legend Mining (ASX: LEG, Share Price: $0.01, Market Cap: $18m) was introduced to our Portfolio during April 2011 and our most recent coverage was during August 2014. The company had just finalized the sale of its Cameroon assets to India’s Jindal Steel and Power.
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