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Fed threatens asset price crisis

Fed threatens asset price crisis

Bending to the will of financial markets is unlikely to end well

From the Capital

27 JUN 2019
Where's the value: focus or diversity?

Where's the value: focus or diversity?

The benefits of single-mindedness usually outweigh ill thought-through diversity

From the Capital

20 JUN 2019
New threat from mineral supply crisis

New threat from mineral supply crisis

Miners will battle to manage the reputational impact metal shortages may have on policy objectives

From the Capital

13 JUN 2019
How big is gold demand?

How big is gold demand?

Understanding and accurately reporting statistics is no trivial matter

From the Capital

06 JUN 2019
Wanted: a new gold funding model

Wanted: a new gold funding model

Defining a profitable opportunity means little if those profits aren't returned to shareholders

From the Capital

30 MAY 2019
Copper exploration values uncertain

Copper exploration values uncertain

The value attached to unsure development potential is lower than executives would like to admit

From the Capital

23 MAY 2019
Exaggerated gold demand claims

Exaggerated gold demand claims

Gold demand could have been overstated by more than one-third over the past five years

From the Capital

16 MAY 2019
India's golden future

India's golden future

A change in economic fortunes looks like the only precious metal catalyst

From the Capital

09 MAY 2019
Gold's disappointing history

Gold's disappointing history

Gold has turned out to be the most disappointing mainstream investment in the past 50 years

From the Capital

02 MAY 2019
Long risk lists stretch credibility

Long risk lists stretch credibility

Management remains number one concern but is consistently passed over

From the Capital

25 APR 2019
London investors dictate strategy

London investors dictate strategy

Tin junior heads down a (one-way) road well traveled

From the Capital

18 APR 2019
Kalium Lakes makes quick progress

Kalium Lakes makes quick progress

Company on track to begin Australia's first production of sulphate of potash in 2020

From the Capital

11 APR 2019
Yield curve impacts metal prices

Yield curve impacts metal prices

US monetary settings likely to be unhelpful to commodity prices in the short term

From the Capital

04 APR 2019
Zinc demand stalls

Zinc demand stalls

Companies should understand and communicate the reality of commodity pricing

From the Capital

28 MAR 2019
Stagnation threatens without China substitute

Stagnation threatens without China substitute

Indicators suggest similar conditions to the lead into 2003 but without the catalyst for a boom

From the Capital

21 MAR 2019
Miners face unfair scrutiny

Miners face unfair scrutiny

Investors should be trusted to assess forward-looking statements for themselves

From the Capital

14 MAR 2019

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