Precious Metals

Dragline on open pit coal mine

A glance through the latest expert views and predictions about commodities. China and coal; ASX gold sector; outlook for energy sector; iron ore prices.

Feb 09 2017

Miner inside a gold mine 116118935

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


Dragline on open pit coal mine

A glance through the latest expert views and predictions about commodities. Silver use in PV cells; tight zinc markets; China’s coal policies; dividend outlook for miners.

Jan 30 2017

Gold Mining

Gold miner Evolution Mining is cashing up and brokers laud the company for its production and debt-free potential.

Jan 30 2017


Previous Stories

Olympic Dam: Pie In the Sky?

Jul 12 2012

BHP’s Olympic Dam resource is big, that’s for sure. But is it too big? What’s ahead for the Big Australian?


The Overnight Report: It Must First Get Worse

Jul 12 2012

The Fed minutes revealed a circumspect FOMC and provided Wall Street with little succour. Dow down 48. (Accessible only for subscribers before 10:15 AEDT)


Gold And US Deflation (Or Lack Thereof)

Jul 11 2012

Currencies are being deliberately devalued across the globe, yet gold seems to be wallowing. Why? Some argue price deflation is offsetting monetary inflation, but this is far from the case if one looks at recent commodity price trends.


The Overnight Report: Warning Bells

Jul 11 2012

The US earnings season has begun in earnest with a series of profit warnings that turned Wall Street around in a hurry last night. Dow down 83. (Accessible only for subscribers before 10:15 AEDT)


Material Matters: Platinum, Aluminium, And China’s New Export Markets

Jul 10 2012

A glance through the latest expert views and predictions about commodities, with changes to forecasts for metals and oil, platinum, aluminium and coal updates and China’s new export markets.


The Overnight Report: Off And Running

Jul 10 2012

Alcoa’s earnings report last night heralded the start of the US June quarter earnings season, which will hopefully prove a distraction from Europe, Europe and more Europe. Dow down 34. (Accessible only for subscribers before 10:15 AEDT)


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Jul 09 2012

Weekly update on recommendation, target price, and earnings forecast changes.


The Monday Report

Jul 09 2012

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.


It’s USD Versus Risk Assets – Who Will Win The Battle?

Jul 06 2012

Market analysts at FXCM see enough reasons to remain cautious on risk assets and positive on the USD.


The Overnight Report: Stimulate Or Perish

Jul 06 2012

Three major economies have announced policy easing over 24 hours, but the world has been left a little more depressed than stimulated. Dow down 46. (Accessible only for subscribers before 10:15 AEDT)



Analyse The Market From A Different Angle