Rising fertiliser prices to boost Aguia as it commences phosphate production

The major influence on the markets last week was the Iranian/USA War. Last Monday the Australian market was wondering what to think about it, but the downward movements in the overseas markets on Monday night led the way down such that the fall in the All Ords for the week was 3.7%.

The main concern with the war is the impact on energy prices and the knock-on effect on inflation. How long will it last? We can only guess. A point to ponder; higher gas prices affect more than just energy costs. They also drive up the price of nitrogen fertiliser.

We cover Mithril Gold and Silver this week along with Kingfisher Mining. Mithril has a very interesting, good grade gold and silver project in Mexico. Kingsfisher is operating around Broken Hill, where it can see a short path to copper production 

 WeeklyComm7March2026.pdf