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$1,920/oz gold 'not a big call'

$1,920/oz gold 'not a big call'

Fund prefers discovery and production re-rate stories, avoids feasibility and construction stocks

Capital markets

07 MAY 2020
Apollo exits northern Cote d'Ivoire with Ibaera Capital sale

Apollo exits northern Cote d'Ivoire with Ibaera Capital sale

Selling its minority stakes in two prospects to private equity firm

Oz gold miner St Barbara faces long haul in PNG

Oz gold miner St Barbara faces long haul in PNG

No market celebration for St Barbara on release of its updated Simberi PFS

Research

07 MAY 2020
Anglo coal mine explosion injures five

Anglo coal mine explosion injures five

Mine evacuated and investigation underway

Bulks

07 MAY 2020
Kirkland braced for COVID detour

Kirkland braced for COVID detour

Kirkland Lake to reinstate guidance once Macassa and Detour Lake operate at 'predictable levels'

Profit & Loss

07 MAY 2020
Barrick posts mixed results for 1Q20

Barrick posts mixed results for 1Q20

Lower production and higher costs take shine from higher prices

Deep Julimar drill-hole delivers 'remarkable result'

Deep Julimar drill-hole delivers 'remarkable result'

Chalice encouraged by further evidence of major discovery

Base metals

05 MAY 2020
AVZ bypasses FIRB with new Yibin Tianyi deal

AVZ bypasses FIRB with new Yibin Tianyi deal

Smaller fundraising by ASX lithium contender means no government approval required

Capital markets

04 MAY 2020
COVID-19 weekly updates: Resources & METS sector

COVID-19 weekly updates: Resources & METS sector

After the busy first few weeks in lockdown, there are now fewer major updates to report

Covid-19

01 MAY 2020
Wafi-Golpu not slipping in Newcrest's priorities, says CEO

Wafi-Golpu not slipping in Newcrest's priorities, says CEO

Biswas confident on Wafi-Golpu despite Porgera stoush

Capital markets

01 MAY 2020
Fortescue in net cash position after record quarter

Fortescue in net cash position after record quarter

Iron ore miner upgrades guidance after strong performance

Bulks

30 APRIL 2020
Difficult quarter for Peabody amid grim outlook 

Difficult quarter for Peabody amid grim outlook 

Adjusted EBITDA crashes 86% y-o-y on lower pricing and higher seaborne met costs

Profit & Loss

29 APRIL 2020