mining equities

Latest news and analysis on mining equities

Equities

The Goldilocks zone for resource exploration (and four ASX companies nailing it)

Everyone wants to find the next Olympic Dam - or do they? How the right resource for the right company can yield exceptional results.
A1M
BHP
+2
Chris Conway
Livewire Markets
Equities

8 ASX miners Morgan Stanley is overweight

The materials sector has been challenged but opportunities remain according to Morgan Stanley.
29M
AWC
+5
Chris Conway
Livewire Markets
Commodities

Chase the AI Boom Higher or Invest in Commodities?

Geologist James Cooper offers his take on the deep value in the resource sector and why it offers extraordinary opportunities for investors
James Cooper
Fat Tail Investment Research
Commodities

Imdex provides exposure to growth in global mining sector

Mining-technology company focussed on achieving higher margins, production innovation and acquisitions.
PM Capital
PM Capital
Equities

3 of the world's top 10 dividend payers are Australian. Can you name them?

In a recent Livewire podcast, Yarra Capital Management's Tim Toohey said if he had to own an asset for the next five years, it would be a basket of 10 quality...
BHP
FMG
RIO
Angus Kennedy
Livewire Markets
Reporting Season

Stickier subscriptions to see undervalued mining software maker soar

Last year didn’t get off to a good start for mining software company RPMGlobal (RUL). With COVID slowing decision-making for many enterprise software companies and...
Alex Shevelev
Forager
Equities

Will BHP’s ‘Social Value’ translate to value for shareholders?

There are so many reasons why it makes commercial sense for resource companies to be leaders in environmental, social, and governance (ESG) factors, so BHP’s ‘Social...
BHP
Tim Gerrard
Janus Henderson
Macro

Yield curve inversion and the mining sector… fear not

An inverted US yield curve has successfully predicted every US recession in the last 60 years. No wonder we have been fielding questions about what a flattening, or...
Tal Lomnitzer
Janus Henderson

Newcrest Mining 2015 AGM

Kym Sheehan
Kym Sheehan
The Executive Remuneration Reporter

Commodities Stocks: Cheap for Longer?

Rudi Filapek-Vandyck
FNArena

Rubicon Resources, now aiming to find gold and base metals in Turkey, has been added to the PortfolioDirect model explorers portfolio

John Robertson
John Robertson
PortfolioDirect

The connection between the state of the Chinese manufacturing industry and Australian resources sector equity values has become more obvious over time as my...

John Robertson
John Robertson
PortfolioDirect
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