Weekly Commentaries

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