Paul Gait

 M&A activity in the mining sector is likely to pick up in 2020
MJ COMMENT

Come together

Mining poised for a wave of M&A in 2020

12 December 2019

 The mining sector looks set for a bumper year of M&A activity in 2020
M&A

Miners poised for bumper M&A year

The mining sector could see a sharp uptick in M&A in 2020

12 December 2019

 Adani says coal remains the dominant fuel in India
BULKS

Imminent collapse of hydrocarbon economy unlikely: Bernstein

Analysts provide "three compelling reasons"

14 November 2019

Happier labour relations and the new concentrator helped Escondida put in a good 2018
BULKS

Rio beats copper guidance, closes on iron ore goal

Major miner gets closer to 360Mt per annum iron ore, with high-end guidance of 350Mt for 2019.

18 January 2019

Glencore's coal and copper businesses don't get the valuation as its competitors, Gait says
CAPITAL MARKETS

Glencore "far too cheap", says Bernstein

Analyst says market has priced in US$8B fine from DOJ and dislikes copper and coal prospects

15 January 2019

"Quick, sell this before the IRR falls again!"
ENERGY MINERALS

Lithium has further to fall: Bernstein

Bernstein analyst puts sub-US$10,000/t long-term price on lithium, which has had a tough 2018

10 December 2018

Anglo American's Collahuasi copper mine in Chile
CAPITAL MARKETS

Bernstein highlights Anglo's investment value

Target price upped to £21 from £18 on a number of positives

22 November 2018

Antofagasta's Los Pelambres copper operation is at the bottom half of the global cash cost curve
BASE METALS

Antofagasta target price lifted on copper upside

Fall in share price, copper price not expected to be a long-term trend

07 November 2018

RESOURCE STOCKS

GTI well-placed to advance US uranium projects

Prime time with supportive jurisdiction, strong price environment

RESOURCE STOCKS

Low-Cost, High-Quality Uganda Graphite Project

Investment rationale behind Blencowe Resources’ Orom-Cross graphite project in Uganda.

RESOURCE STOCKS

Lindian moving to develop 'the king' of rare earth projects

Company also aiming to commercialise plus-1Bt bauxite assets

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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Mining Journal Intelligence Investor Sentiment Report 2024

Survey revealing the plans, priorities, and preferences of 120+ mining investors and their expectations for the sector in 2024.

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Mining Journal Intelligence Mining Equities Report 2023

Access an exclusive, inside look on the quarterly mining IPOs and secondary raisings data and mining equities performance tables with an annual Stock Exchange Comparisons supplement.

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Mining Journal Intelligence World Risk Report 2023 (feat. MineHutte ratings)

A detailed analysis of mining investment risks across 121 jurisdictions globally, built on 11 ‘hard risk’ metrics and an industrywide survey.

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Mining Journal Intelligence Global Leadership Report 2023: Social licence

Gain insights into social licence trends and best practices from interviews with 20+ top mining company executives and an industrywide survey.