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Growth dictates investment returns

Growth dictates investment returns

Government stimulus can go only so far in promoting a sustained recovery for miners

From the Capital

02 APRIL 2020
The C19 blame game

The C19 blame game

China's attempts to brand itself as the solution rather than the cause will not go unchallenged

Amid pestilence, rumours of M&A

Amid pestilence, rumours of M&A

First Quantum Minerals and Centamin among targets

Covid-19

31 MARCH 2020
Tale of two curves: costs and COVID-19

Tale of two curves: costs and COVID-19

The effect of the virus on demand is constant but its effect on the cost base is variable

Miner's right

30 MARCH 2020
Miners face altered obligations

Miners face altered obligations

Downstream stakeholders could insist on greater supply protections to meet expectations

From the Capital

26 MARCH 2020
Miners may be asked to foot C19 bill

Miners may be asked to foot C19 bill

With few others able to pay, the fallout from the crisis may come to rest on the extractives sector

Warning: Iron ore price 'unusually stable'

Warning: Iron ore price 'unusually stable'

Immediate future anything but certain for steel-making material

Bulks

24 MARCH 2020
Signs of an oversold market

Signs of an oversold market

US dollar strength and China's demand dominance could mean sharp recovery for miners

Miner's right

23 MARCH 2020
Junior carnage continues

Junior carnage continues

Diversifieds may get out of this scrape in tact but it will be another story for juniors.

MJ comment

20 MARCH 2020
Mining may emerge better than most from crisis

Mining may emerge better than most from crisis

Being essential and already bumping along the bottom is not the worst place to be right now

Miners face funding cost rises

Miners face funding cost rises

The clarity to follow the fallout from the COVID-19 panic is likely to suggest a prolonged period of...

From the Capital

19 MARCH 2020
Gold hit by perverse interest rate squeeze

Gold hit by perverse interest rate squeeze

Further rise in real yields could drive a "meaningful" gold price correction, says Macquarie.

Miner's right

16 MARCH 2020