Base Metals and Minerals
Lithium Rising As Electric Vehicles Take Hold
Sam Green of TradersCircle investigates the rapid global shift towards electric vehicles.
Feb 10 2017
A glance through the latest expert views and predictions about commodities. Macquarie cuts oil and LNG price outlook; Philippines throws another spanner in nickel works; China’s looming capacity reductions.
Feb 07 2017
Manganese Is Energy Critical
Ahead of the Herd’s Rick Mills makes the case for manganese.
Feb 01 2017
More copper and less gold production is expected from OZ Minerals in coming years and Carrapateena’s imminent feasibility study could be a catalyst for the stock.
Jan 31 2017
Previous Stories
The Overnight Report: After The Deluge
Nov 01 2012
US stock markets reopened without incident last night to weigh up the minuses and pluses of Sandy and round out the month. Dow down 10. (Accessible only for subscribers before 10:15 AEDST)
Sandfire Firing, On Both Production And Price
Oct 31 2012
Sandfire’s quarterly production report showed the DeGrussa expansion continues apace but valuation is becoming an issue for brokers covering the stock.
The Overnight Report: Sandy Cracks
Oct 31 2012
US stock and bond markets remained closed last night, but will reopen tonight for normal service. Futures trading suggests little change. (Accessible only for subscribers before 10:15 AEDST)
Buy Ratings Continue To Dominate For PanAust
Oct 30 2012
PanAust delivered a solid September quarter production report and with a strong balance sheet and growth options in development, Buy ratings continue to dominate.
Material Matters: Oil, Bulks, Platinum and Base Metal Price Forecasts
Oct 30 2012
A glance through the latest expert views and predictions about commodities with updates on oil and the bulks, support for platinum and updated base metal forecasts.
The Overnight Report: Sandy Blasted
Oct 30 2012
US stock exchanges were closed last night due to Hurricane Sandy. Bonds closed early, while energy and commodities traded electronically. (Accessible only for subscribers before 10:15 AEDST)
Weekly Broker Wrap: TV, Mining Capex And Insurance Caution
Oct 29 2012
Last week brokers took on the implications of Australia’s dwindling mining capex cycle, the local FTA TV market, insurers and US exposed building materials plays.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Oct 29 2012
Weekly update on recommendation, target price, and earnings forecast changes.
The Monday Report
Oct 29 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: The Overhanging Cliff
Oct 26 2012
A jittery Wall Street coped with a credit rating scare last night before settling into a quiet session. Dow up 26. (Accessible only for subscribers before 10:15 AEDST)
