Harbingers for next leg emerging

Harbingers for next leg emerging

Copper coming good, renewed interest in risky countries are positive signs

MJ comment

20 DECEMBER 2016
Shady dealings

Shady dealings

The challenges of doing business in far off places goes beyond Rio

MJ comment

22 NOVEMBER 2016

Gold still the best bet

Gains for industrial metals after Trump victory driven largely by hope

MJ comment

14 NOVEMBER 2016
Did Sirius pinch the risk capital?

Did Sirius pinch the risk capital?

Large raisings send mixed messages about capital availability

MJ comment

08 NOVEMBER 2016
M&A numbers not so bad

M&A numbers not so bad

A lack of corporate activity among miners should be viewed positively

MJ comment

31 OCTOBER 2016
It's a 'two-way street'

It's a 'two-way street'

As the worm turns, investors must acknowledge their flaws and support change

MJ comment

17 OCTOBER 2016
Nickel's days are numbered

Nickel's days are numbered

The only thing going for prices looks like withdrawing its support

MJ comment

09 OCTOBER 2016
Recovery finds second wind

Recovery finds second wind

How the next cycle will manifest is debatable but the worst is certainly over

MJ comment

03 OCTOBER 2016
Gold companies stand alone

Gold companies stand alone

Bullish outlook and lack of appealing alternatives make a standout investment

Research

09 SEPTEMBER 2016
Managing expectations

Managing expectations

The breadth of contrary research on battery metals makes investing tough

Research

23 AUGUST 2016
Pick your best team

Pick your best team

A more selective investor is cleansing the mining space

MJ comment

15 AUGUST 2016
It's in the numbers

It's in the numbers

Key figures show PE out and traditional financing is in for improving miners

MJ comment

02 AUGUST 2016
Miners happier since Brexit vote

Miners happier since Brexit vote

The lack of visibility is up but so are metal prices

MJ comment

04 JULY 2016
Dark clouds loom over lithium

Dark clouds loom over lithium

A better understanding of lithium supply would burst the bubble

Research

20 JUNE 2016
SA miners score well on transparency

SA miners score well on transparency

Corruption Watch report also shows that listed entities scored higher

MJ comment

06 JUNE 2016
Will zinc be our saviour?

Will zinc be our saviour?

Which commodity, if any, will come to our rescue?

MJ comment

23 MAY 2016