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Weak foundations for a supercycle

Weak foundations for a supercycle

Not even 'out of the ordinary' let alone 'super'

From the Capital

13 MAY 2021
Unpalatable truth about Rio

Unpalatable truth about Rio's iron ore prospects

Company's expansion plans will draw intense scrutiny

London to a brick

11 MAY 2021
Rising costs dent Aussie miners

Rising costs dent Aussie miners' profits

Costs may come in to focus more when prices fall

Miner's right

10 MAY 2021
Waiting for an exploration renaissance

Waiting for an exploration renaissance

Impact of new technology yet to be felt in base metals exploration

MJ comment

07 MAY 2021
Should the government do more to help developers?

Should the government do more to help developers?

Australia's government could ensure projects get the funding they require

From the Capital

06 MAY 2021
Endeavour to fill Randgold void with June LSE listing

Endeavour to fill Randgold void with June LSE listing

Company dubbed 'the new Randgold'

London to a brick

04 MAY 2021
Iron ore royalty action

Iron ore royalty action

Deterra's MAC royalty makes it a potential M&A target for iron ore convert Franco-Nevada

Miner's right

04 MAY 2021
Board gender push ignores macro dominance

Board gender push ignores macro dominance

Recommendations by consultants at Swann Global place little weight on the industry's experience

From the Capital

29 APR 2021
Crunch time for Hummingbird

Crunch time for Hummingbird's Betts

Potential investors still want to see if Hummingbird can pull off its growth proposals

London to a brick

27 APR 2021
BHP

BHP's potash no-brainer

Potash division could replace miner's fast-fading coal division

Miner's right

26 APR 2021
Miners making hay

Miners making hay

Enjoy it while it lasts

MJ comment

23 APR 2021
Sustainability accounting hides management differences

Sustainability accounting hides management differences

SASB reporting guidelines risk becoming overly concerned with problems of current popular interest

From the Capital

22 APR 2021
Freeport-McMoRan and a lesson from history

Freeport-McMoRan and a lesson from history

Company coming to a harvest phase courtesy of Grasberg

London to a brick

20 APR 2021
China in Africa

China in Africa

China might be top dog in Africa today, but it is committing the same mistakes as its predecessors

Miner's right

19 APR 2021
Regis deal fails to excite

Regis deal fails to excite

Regis has very limited opportunity to improve the financial results or discovery opportunities

From the Capital

15 APR 2021
Inflation pressure building in gold

Inflation pressure building in gold

Excess of money chasing already tight supplies of raw materials indicates rising inflation

Miner's right

12 APR 2021

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