Weekly Commentaries
3 Dec 2023 - Gold going from strength to strength
25 Nov 2023 - A quick look at some commodity prices
18 Nov 2023 - How China messes around with the rare earths market
11 Nov 2023 - Sentiment continues to improve
5 Nov 2023 - EV enthusiasm is not delivering yet
28 Oct 2023 - What is China's game with graphite?
22 Oct 2023 - Aguia Resources - strong value in phosphate with rare earths
14 Oct 2023 - Gold producers have been the best performers
8 Oct 2023 - The Voice is the greatest threat imaginable to Australians
30 Sep 2023 - The pain in resources stocks continues with gold not helping
23 Sep 2023 - Legacy Minerals will be testing for “an elephant†soon
16 Sep 2023 - Newfield is ramping up production of a rich diamond project
9 Sep 2023 - Astral Resources is another example of strong value in the gold sector
3 Sep 2023 - Value in the gold sector
26 Aug 2023 - West Cobar - another under-appreciated exploration company
20 Aug 2023 - The wind is no longer in China's sails
13 Aug 2023 - Diggers and Dealers, The Voice and staying private
5 Aug 2023 - Constant capital raisings are anathema to rising share prices
9 Jul 2023 - Ardea Resources shows what can be done if the project is right
1 Jul 2023 - WA Kaolin - commissioned and ramping up production
24 Jun 2023 - Industrial minerals generally, with two examples
18 Jun 2023 - High profit margins versus high volumes
10 Jun 2023 - Inflation does not stand still. The 5EA assessment
10 Jun 2023 - Inflation does not stand still. The 5EA assessment
4 Jun 2023 - Lindian just gets better with each drill hole
27 May 2023 - Looking for new opportunities in high-grade gold
21 May 2023 - Lindian secures buyer for high-grade bauxite production
13 May 2023 - Xantippe - an overlooked brine company, until now
6 May 2023 - Black Cat Syndicate - an emerging high grade gold producer
30 Apr 2023 - Barton Gold - a thinking man's gold stock
22 Apr 2023 - Lindian Resources - a major rare earth company in the making
16 Apr 2023 - Taking solar power into the next generation
10 Apr 2023 - Good recovery in sentiment with a stronger gold price
2 Apr 2023 - The market is shaking off the bears for the time being
25 Mar 2023 - Graphite supply chain issues: Evolution Energy and Sarytogan
18 Mar 2023 - Rare earth prices and supply chain issues
11 Mar 2023 - No reason to buy, so the market is falling further
5 Mar 2023 - There continues to be a shortage of metals for alternative energy expansion
27 Feb 2023 - Living with inflation - get used to it
28 Jan 2023 - Cummins Range looks like a very large rare earth and phosphate project for RareX
21 Jan 2023 - Anax Metals is an emerging junior copper producer
15 Jan 2023 - Gold and copper are lifting the general sentiment
8 Jan 2023 - Ending of the China lockdown is the new variable for 2023
18 Dec 2022 - Theta Gold offers excellent leverage to the gold price
10 Dec 2022 - West Wits - update following site visit, and Lucapa has discovered the elusive diamond source pipe
3 Dec 2022 - Market is performing well in the lead up to Christmas
26 Nov 2022 - Suvo Strategic Minerals - an expanding kaolin producer with advanced technology visions
20 Nov 2022 - Nagambie reported very high grade gold/antimony intercepts
12 Nov 2022 - We can bury the 2022 bear market
6 Nov 2022 - Golden Camel plans to be Victoria's next gold producer
29 Oct 2022 - Gascoyne Resources could be a good turnaround gold stock with recent discoveries
22 Oct 2022 - Richmond Vanadium is changing the rules with a low-cost innovative recovery process
16 Oct 2022 - The inflation narrative is changing
8 Oct 2022 - Calcium-antimony batteries are looking more suitable for grid networks than lithium-ion
2 Oct 2022 - Markets keep falling but extreme value is starting to appear in stocks such as Los Cerros
24 Sep 2022 - Rumble's Earaheedy Zinc Project is Looking Bigger and Better
17 Sep 2022 - Celsius - an institutional-sized copper project in a tiny company
11 Sep 2022 - Peninsula Energy is leading the race to new uranium production
4 Sep 2022 - Kingfisher Mining has been a star performer in the REO space
29 Aug 2022 - Lindian Resources is now a quality REO company
13 Aug 2022 - Rare earths overview and more good intercepts from Meeka Gold and Southern Cross Gold
6 Aug 2022 - Recovery is continuing with good gains across the boards
30 Jul 2022 - Celsius Resources buoyed by huge intercept of 611m at 1.39% Cu plus 0.75 gpt Au
23 Jul 2022 - Red River is another promising gold/antimony produce
16 Jul 2022 - Nagambie Resources - the front runner in finding another Fosterville/Costerfield mine
9 Jul 2022 - Antimony - the most important mineral you have (probably) never heard o
4 Jul 2022 - Expectations are being brought back to earth
25 Jun 2022 - A-Cap is reassessing its giant uranium orebody
18 Jun 2022 - Meltdown occurring according to the textbook
11 Jun 2022 - QT replaces QE in financial markets
5 Jun 2022 - South Harz will benefit from soaring potash prices
28 May 2022 - Heavy Minerals - a promising new garnet company
22 May 2022 - Continuing with the downtrends irrespective of the election outcome
16 May 2022 - A paradigm shift in the markets
8 May 2022 - Sentiment has taken another hit with inflation talk
30 Apr 2022 - Castile Resources. It is rare to find such good fundamental value
24 Apr 2022 - Arizona Lithium's sedimentary lithium deposit looks promising
18 Apr 2022 - Enter Krakatoa with a new ionic clay rare earths discovery
9 Apr 2022 - Cement is providing the inflection point for graphene volume and profitability
2 Apr 2022 - AnteoTech is winning the silicon anode race
27 Mar 2022 - Felix Gold is focusing on an Alaskan gold hot spot
19 Mar 2022 - Smarter ways of extracting lithium from brines
12 Mar 2022 - Markets are still on a learning curve with respect to the Ukraine conflict and sanctions
5 Mar 2022 - Metal Powder Works could transform additive manufacturing (3D printing) costs
26 Feb 2022 - Economic impact of Ukraine War will have far reaching (potentially positive) effects
19 Feb 2022 - Continuing the deep dive into anodes and spheronisation
12 Feb 2022 - Companies progressing along the journey towards superior battery anodes
5 Feb 2022 - Lithoquest - a promising gold explorer in high grade BIFs
29 Jan 2022 - Mayur Resources - generating carbon credits from forests
22 Jan 2022 - Lion One - a genuinely high-grade gold developer in Fiji
16 Jan 2022 - Strong improvement in sentiment at the end of the week
8 Jan 2022 - Inflationary roots are taking hold
18 Dec 2021 - Lucapa Diamond Co - showing us the money!
11 Dec 2021 - News flow from a number of companies
5 Dec 2021 - West Wits screams incredible value at these levels
28 Nov 2021 - Knee-jerk reaction to a new virus strain ruined our Friday
21 Nov 2021 - These battery anode stocks are looking overpriced
13 Nov 2021 - It looks like Lucapa has found the source pipe of its fabulous alluvial diamond deposits
6 Nov 2021 - Next Hydrogen - developing the next generation of electrolysers
31 Oct 2021 - Expect to see a splurge of climate tech stocks
23 Oct 2021 - You don't see a 373m intercept at 3.8 gpt very often - Nova Minerals
16 Oct 2021 - How many people really understand hydrogen?
9 Oct 2021 - Sunstone announces major gold discovery in Ecuador
2 Oct 2021 - Perovskite cells at the cutting edge of solar power technology
25 Sep 2021 - Quality leadership - the market is happy to pay for it
18 Sep 2021 - Kingwest gold discovery and an overlooked Canadian graphite company
11 Sep 2021 - Uranium performs while gold disappoints
4 Sep 2021 - West Wits releases positive DFS
28 Aug 2021 - Revival Gold's 3 Moz gold project in Idaho is still beneath the radar
21 Aug 2021 - Sunstone shares are performing whilst waiting on assays
14 Aug 2021 - Chakana Copper - excellent copper/gold/silver project in Peru
7 Aug 2021 - Genmin is a next generation high grade iron ore candidate
31 Jul 2021 - Lindian has been beavering away with an expanding bauxite growth strategy in Guinea
25 Jul 2021 - Lithoquest Resources - a promising Canadian gold explorer
17 Jul 2021 - Tietto Minerals is the next multi-million ounce gold company to come out of West Africa
10 Jul 2021 - Are you looking for a good palladium stock? Try Clean Air Metals
3 Jul 2021 - Nuclear power is still the only substitute for coal
26 Jun 2021 - BMG's high grade gold project is yet to be appreciated
19 Jun 2021 - Antilles Gold in Cuba being is overlooked in the market
12 Jun 2021 - Considering input supply issues in the move to alternative energy
5 Jun 2021 - Helium market is looking tight
29 May 2021 - Gold 50 - a gold exploration IPO in Arizona and Nevada
22 May 2021 - Canadian stocks look much cheaper
16 May 2021 - Davenport's place in the emerging potash sector
8 May 2021 - Extreme reaction to Ionic's Scoping Study
25 Apr 2021 - Latitude Consolidated; a promising new gold company
18 Apr 2021 - Waiting on Rumble's Zinc News
10 Apr 2021 - Optimism coming through the opaqueness of reasoning
4 Apr 2021 - West Wits clears last hurdle for a Mining Right
27 Mar 2021 - Altech Chemicals has the silicon anode game changer
20 Mar 2021 - Emerald Resources is shaping up as a real gem
13 Mar 2021 - First Graphene signs an MoU with a US$10bn company
6 Mar 2021 - Sweaty palms as interest rate speculation dominates
27 Feb 2021 - Graphene has many roles to play in improving battery performance
20 Feb 2021 - Everything looks good except for gold
14 Feb 2021 - Theta Gold, hydrogen, and what is happening with graphite stocks?
6 Feb 2021 - Ionic Rare Earths (IXR) looks like a standout
30 Jan 2021 - Hazer is one of our more advanced juniors in the hydrogen space
26 Jan 2021 - Correction - Peak Minerals, not Peak Resources
24 Jan 2021 - A wall of buying for alternative energy stocks
16 Jan 2021 - Cobalt Blue is the go-to cobalt company in Australia
11 Jan 2021 - Hydrogen starting to show real promise
2 Jan 2021 - First Graphene adding hydrogen capability to its credentials
20 Dec 2020 - Rare earths will continue to feature
12 Dec 2020 - Soft gold prices, deal fatigue and Xmas slowdown
5 Dec 2020 - All about iron ore and rare earths last week
28 Nov 2020 - Copper has taken the baton from gold
21 Nov 2020 - Caravel Minerals: Looking for leverage on a higher copper price
16 Nov 2020 - Just a brief recap this week
7 Nov 2020 - Profiling Meteoric Resources
1 Nov 2020 - Looking at market cycles and where we are now
24 Oct 2020 - Cyprium Metals; an emerging copper company priced at nominal levels
17 Oct 2020 - Gibb River makes Edjudina Gold Discovery
10 Oct 2020 - Updates on Emu, Los Cerros and Marvel Gold
5 Oct 2020 - Tonogold is drilling the Comstock Lode in Nevada, USA
26 Sep 2020 - Sunstone Metals is another interesting exploration play in South America
20 Sep 2020 - Gold producers looking better on the charts
12 Sep 2020 - Monster gold projects keep coming in South America
5 Sep 2020 - Transitioning into a more discerning bull market in mining stocks
29 Aug 2020 - Enthusiasm dropping back a gear. Introducing Los Cerros
23 Aug 2020 - Lucapa demonstrates strong fundamental value
16 Aug 2020 - Gold is slapped down as traders take profits; forward selling comments
8 Aug 2020 - Gold over US$2,000/oz. Where to now?
2 Aug 2020 - Markets remain strong, but for how long?
25 Jul 2020 - The rules have changed, for now
18 Jul 2020 - Cobalt Blue on the rebound
11 Jul 2020 - Theta Gold Mines is another promising South African gold play
4 Jul 2020 - The market is embracing gold exploration stories
28 Jun 2020 - Companies are trading graphite projects for gold
28 Jun 2020 - Companies are trading graphite projects for gold
21 Jun 2020 - A few thoughts on capital raisings
13 Jun 2020 - It's been a long time since the ducks quacked this loud
8 Jun 2020 - Silver stocks should be on the watchlist
30 May 2020 - Market strengthens further whilst money is being raised
23 May 2020 - The rally has found a new burst of oxygen
17 May 2020 - Rally running out of puff
9 May 2020 - Plenty of news flow from the juniors last week
3 May 2020 - Chalice has a real company maker in Julimar
25 Apr 2020 - Oil market takes the focus while uranium is gathering momentum
18 Apr 2020 - Seeing some green shoots in the charts
5 Apr 2020 - Starting to see some green shoots in the charts
29 Mar 2020 - We are finding out just how bad the cure really is
21 Mar 2020 - It could be the greatest man-made disaster in modern times
16 Mar 2020 - Governments are throwing us under the bus
7 Mar 2020 - Monetary policy is only a band-aid, not the cure
1 Mar 2020 - Markets spit the dummy as virus fears dominate
22 Feb 2020 - Gold keeps getting better
15 Feb 2020 - Good news flow from the junior gold sector
8 Feb 2020 - Markets still bouncing around on Coronavirus speculation
2 Feb 2020 - Alicanto and Oklo deliver good drill results
25 Jan 2020 - It is difficult to justify the strength in the leading indices
19 Jan 2020 - Gold opens up 2020 with a bang
15 Dec 2019 - UK election result and possible tariff cuts on Chinese goods take the spotlight
15 Dec 2019 - UK election result and possible tariff cuts on Chinese goods take the spotlight
8 Dec 2019 - Now ASIC is picking on mining IPOs
30 Nov 2019 - Contemplating interest rates and economic activity, as they relate to markets highs
23 Nov 2019 - Concrete carbon emissions give graphene an opening
16 Nov 2019 - No overwhelming thematic (other than climate change) in the market place
9 Nov 2019 - Image Resources is "shooting the lights out"
2 Nov 2019 - Lindian Resources - a new, high grade bauxite play
26 Oct 2019 - Alliance Resources - an interesting strategy for investors
19 Oct 2019 - Graphite still dificult for producers while gold interest is moderating
5 Oct 2019 - A speech worth commenting on
7 Sep 2019 - Alicanto and Pacific American should be on your radars
1 Sep 2019 - Lithium sector melting down as off-takers become an issue
25 Aug 2019 - Markets are becoming more skittish
17 Aug 2019 - Markets let off steam as we focus on Alpha HPA and Bellevue Gold
11 Aug 2019 - Gold continues to dominate
3 Aug 2019 - Sentiment in positive territory for the first time in many months
28 Jul 2019 - Gold is the key focal point
14 Jul 2019 - It's all about the rates
6 Jul 2019 - Nothing to complain about in our markets
29 Jun 2019 - Red River - a welcome success that is yet to be acknowledged in the market
22 Jun 2019 - Gold punches through US$1400/oz and A$2,000/oz
15 Jun 2019 - Leading indicators show a stronger market
10 Jun 2019 - Gold price is good but risk profiles are increasing in the sector
12 May 2019 - De Grey is building a gold play in the Pilbara
5 May 2019 - Standline advancing minerals sands project pipeline
28 Apr 2019 - Strength continues in US and Aussie markets
14 Apr 2019 - Charting and fundamental views differ somewhat
30 Mar 2019 - Westfarmer's bid for Lynas points to a future in neodymium (Nd) and praseodymium (Pr)
23 Mar 2019 - Graphene Sales and Marketing Update
18 Mar 2019 - Australia runs the risk of slipping back to the labour versus capital political era
9 Mar 2019 - How not to create value for shareholders
3 Mar 2019 - Gold price slump will likely hit gold shares
23 Feb 2019 - Iron ore producers lead the market higher BHP, Fortescue and RIO
9 Feb 2019 - African company meetings, plus Real Energy, Lucapa and First Graphene
27 Jan 2019 - What will move markets in 2019?
19 Jan 2019 - Charts give signals as news flow starting up again
12 Jan 2019 - Stabilising US markets and stronger leaders in Oz
6 Jan 2019 - Gold shines while everything else is uncertain
8 Dec 2018 - Peak Resources Looking to be a Winner from the EV Boom
2 Dec 2018 - Purchase order signals the inflection point for graphene
25 Nov 2018 - Gold - still the best sector in which to be
17 Nov 2018 - Looking for new stories, and a big run for a potash stock
11 Nov 2018 - Too many are too economical with the truth
4 Nov 2018 - Struggling to find a reason to buy
22 Sep 2018 - A second week of improving sentiment
17 Sep 2018 - A slight tick up in sentiment
8 Sep 2018 - Cascading downwards in search of a floor
1 Sep 2018 - Spectacular drill result from Lucapa's Brooking diamond discovery in WA
26 Aug 2018 - Sentiment Oscillator is at the turning point
18 Aug 2018 - Uncertainty on a number of fronts is keeping the buyers away
12 Aug 2018 - Subdued Diggers & Dealers is reflective of the Sentiment Oscillator
4 Aug 2018 - Sentiment crunched again but it is approaching a supportive trend line
28 Jul 2018 - Focusing on graphene's thermal conductivity
23 Jul 2018 - Not much to say this week
14 Jul 2018 - West African gold is still a fertile ground for ASX listed companies
7 Jul 2018 - Could we be witnessing the rebirth of a diamond exploration boom in WA?
1 Jul 2018 - First Graphene joins the world-leading graphene team at the Uni of Manchester
1 Jul 2018 - FGR joins the world-class graphene team at Uni of Manchester
24 Jun 2018 - Coal looks like a profitable dark horse again
18 Jun 2018 - Lacklustre markets devoid of thematics
11 Jun 2018 - Leaders and juniors going in opposite directions
4 Jun 2018 - Update on a few stocks in a quiet market
27 May 2018 - Pantoro is cementing its future as a profitable high grade gold producer
20 May 2018 - It has been all about oil in recent weeks
8 Apr 2018 - Look at special siutations while market remains unconvincing
1 Apr 2018 - Vanadium is starting to attract attention
24 Mar 2018 - Cobalt Blue kicks a big goal as cobalt prices continue to surge
18 Mar 2018 - Bitcoin and blockchain - just some thoughts
10 Mar 2018 - Reaction to the tariff moves could be a red herring
3 Mar 2018 - Sentiment is turning neutral, so better stock selection is needed
25 Feb 2018 - Business is back to normal (almost)
18 Feb 2018 - Correction digested, the charts give us positive guidance
12 Feb 2018 - Wicked correction offers up opportunities
4 Feb 2018 - Graphite fundamentals improve strongly
28 Jan 2018 - Gold is looking well poised as profit taking was dominant elsewhere
21 Jan 2018 - Profit taking drives market lower
14 Jan 2018 - A major buy signal on the Metals and Mining Index chart
2 Jan 2018 - Now, for an interesting 2018
16 Dec 2017 - Sentiment steady, still positive into the Xmas break and New Year
16 Dec 2017 - Sentiment steady, still positive into the Xmas break and New Year
16 Dec 2017 - Sentiment steady, still positive into the Xmas break and New Year
9 Dec 2017 - Pendulum swings in favour of uranium but momentum is stalling elsewhere
3 Dec 2017 - Clear sailing in our equities market
26 Nov 2017 - First Graphite opens its graphene production facility in WA
18 Nov 2017 - A stronger market and increasing volatility
11 Nov 2017 - Uranium stocks spike on Cameco cutbacks
4 Nov 2017 - Time to focus on Lucapa Diamond Company again
28 Oct 2017 - Graphite price has turned the corner
22 Oct 2017 - All Ords is giving us the lead as mining stocks continue to improve
15 Oct 2017 - Lithium leading the charge
10 Sep 2017 - Commodity prices are strong, so it is time to re-weight into the mining sector
3 Sep 2017 - Gold price is performing in a new environment
25 Aug 2017 - The wheels are turning again as placement activity picks up
20 Aug 2017 - Share prices are rising with the continuing improvement in sentiment
13 Aug 2017 - Diggers & Dealers Debrief, and a little alchemy
6 Aug 2017 - Diggers & dealers might provide some optimism
30 Jul 2017 - Recovery in mining stocks means a better six month outlook
22 Jul 2017 - A gentle improvement in sentiment confirms we are past the low point
16 Jul 2017 - Mining market is slowly dragging itself off the floor
9 Jul 2017 - A week of gently improving sentiment
1 Jul 2017 - Time to be buying at the bottom
11 Jun 2017 - Riva's cobalt initiative falls flat
13 May 2017 - A new entrant to the graphene space - Comet Resources
6 May 2017 - Trying to make sense of what is a bear market for mining
29 Apr 2017 - Graphene companies - comparing the leaders
22 Apr 2017 - Money still flowing out of mining stocks
9 Apr 2017 - America v's Russia - it is game on in Syria
1 Apr 2017 - Continued softness in the mining market
26 Mar 2017 - The next move after a weak March could be a useful rally
4 Mar 2017 - Stocks are drifting with no overwhelming theme
25 Feb 2017 - Volatility at low levels as BHP and RIO deliver on profits from coal and iron ore; cobalt still strong
18 Feb 2017 - MacPhersons intercept of 163m at 1.94 gpt points to something sizeable
11 Feb 2017 - Cobalt deals are starting to surface
5 Feb 2017 - Lucapa's Mothae Kimberlite Acquisition Ticks All the Boxes
29 Jan 2017 - Markerts look set for a good few months
21 Jan 2017 - A Clear Buy Signal on the Charts
14 Jan 2017 - A bull market is declared as uranium stocks go ballistic
8 Jan 2017 - Gold sector is on the verge of a breakout
17 Dec 2016 - No reason not to buy, except no-one wants to do it on their own
10 Dec 2016 - Is the glass half empty or half full after what has been a good year for commodity prices?
3 Dec 2016 - Looking beyond batteries to something much more elegant - supercapacitors and why they could be much better
27 Nov 2016 - Leading resource stocks are being bought by institutions
20 Nov 2016 - Ford is about to use graphene in its automobiles
13 Nov 2016 - Will a businessman be better than a career politician?
5 Nov 2016 - The unrelenting thematic - alternative energy and batteries
30 Oct 2016 - Buyers are not back in the market, so it continues to fall
23 Oct 2016 - Coal has replaced gold as the hottest sector
15 Oct 2016 - Explaining FGR's and vein graphite's competitive advantages
8 Oct 2016 - Bullion takes a bollocking and the largest graphite stock nose dives
30 Sep 2016 - Making money in a sustainable environment as opposed to a strong growth model
25 Sep 2016 - Anova site visit - adding to the ounces
18 Sep 2016 - Alicanto Minerals sitting on a multi-million ounce project
3 Sep 2016 - While markets drift the coking coal price is going ballistic
28 Aug 2016 - By the time you realise we are in a correction ...
20 Aug 2016 - The scramble to get set is evolving into a need to deliver
12 Aug 2016 - Good markets continue as share issues are being absorbed
7 Aug 2016 - Gold is the main driver of mining sentiment
30 Jul 2016 - Introducing the FEC Sentiment Oscillator
24 Jul 2016 - Noosa Mining Conference is testament to the positive markets
17 Jul 2016 - Mining Shares are Looking Better as Insitutions are Coming Back
10 Jul 2016 - FOMO alive and well in the gold sector; Graphene production
1 Jul 2016 - Brexit is no bad thing and another graphite company is behaving badly
4 Jun 2016 - Gold rally is helpful but sentiment has been softer
28 May 2016 - Gold is losing its lustre as the Dow climbs higher
21 May 2016 - Momentum slowing on US interest rise banter
14 May 2016 - Revival of the mining equities markets is continuing
7 May 2016 - Companies need to take care to make accurate ASX releases
30 Apr 2016 - Gold spike reminds us that the bull market is still with us
16 Apr 2016 - Graphene - great progress on two fronts
8 Apr 2016 - Disengaging markets mean you have to look for special situation and specific merits
2 Apr 2016 - Quiet markets, so let's focus on a few positive announcements in carbon products and gold
24 Mar 2016 - Pacific American Coal buys into graphene commercialisation business
19 Mar 2016 - Having made up for lost ground, markets are at an important juncture
12 Mar 2016 - Another healthy lift in sentiment notwithstanding profit taking
5 Mar 2016 - Game on! A great week for mining and oil stocks.
26 Feb 2016 - Batteries and energy storage are increasingly in the spotlight
20 Feb 2016 - Significant shift in sentiment is providing the basis for improving share prices
13 Feb 2016 - Gold is the only safe haven when fear takes over
6 Feb 2016 - Gold has been a real performer during the week
30 Jan 2016 - As equities are topping there is a good case for saying that gold stocks have commenced a new bull market
23 Jan 2016 - Volatility may bring stimulus back onto the agenda