metals & mining

Why we are invested in Greatland Gold

Ivanhoe Mine's chairman Robert Friedland discusses why the need for mining is far from over at the UBS Australasia Conference 2024.

Rio Tinto has made a splash, buying Arcadium Lithium for $9.9 billion. But is it a good deal?

Pilbara Minerals’ June quarter production report has dropped, and the big brokers have made several changes to their recommendations.

Two major brokers have released simultaneous research reports in which they make sweeping changes to their commodity prices outlook.

Every ASX copper producer: What they do, where they’re doing it, what it costs them, how much they have, broker consensus, and more.

Gold miners have struggled to produce cash flow and paying pennies for dividends. But turning around operations is easier said than done.

A research report on lithium demand-supply dynamics in China suggests modest improvement, but also it's still too early to call a bottom.

Uranium stocks went boom whilst lithium stocks were once again mired in gloom. The reasons for each, and more, are waiting for you below...

Geologist James Cooper sees strong value amongst copper juniors... With recent stimulus from China this theme is growing stronger.

Large cap energy stocks are up as much as 250% in 2022, but soaring power prices also mean a regulatory response is likely. What does this mean for the big local players?

Casting a critical eye over the Value stock universe, our four fund managers reveal which sectors they’re most bullish on as the vaccine-led reopening and recovery...