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

The Overnight Report: And There She Goes

Mar 07 2012

It’s taken a while, but finally Wall Street has found enough reason to stage a decent pullback. Dow down 200. (Accessible only for subscribers before 10:15 AEDT)


The Overnight Report: China’s New Target

Mar 06 2012

Beijing lowered its GDP growth target to 7.5% from the long held 8% last night prompting a bit of a scare on markets. Dow down 14. (Accessible only for subscribers before 10:15 AEDT)


Material Matters: Geopolitical Risks Are Back, Dynamics Are Diverging

Mar 05 2012

A glance through the latest expert views and predictions about commodities with analysis of geopolitical risk and supply and demand issues in various markets and revisions to price forecasts.


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Mar 05 2012

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


The Monday Report

Mar 05 2012

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


The Overnight Report: Oil Causes A Scare

Mar 02 2012

Apparently erroneous reports of a pipeline explosion in Saudi Arabia sent oil soaring, mostly killing off Wall Street’s latest attempt to rally. Dow up 23. (Accessible only for subscribers before 10:15 AEDT)


US Bond Selling Spooks Markets

Mar 01 2012

An unusually large sell order in US bonds had markets in a tail spin last night with a flow-through to gold and currencies.


The Overnight Report: Bernanke Scares Off Gold

Mar 01 2012

Bernanke’s scheduled testimony to Congress was relatively upbeat last night, and there was no mention of QE3. The Dow thus retreated 53 and gold plunged nearly US$100. (Accessible only for subscribers before 10:15 AEDT)


Material Matters: Metals Demand And AUD Impact On Earnings

Feb 29 2012

A glance through the latest expert views and predictions about commodities with global and Chinese metal demand’s importance for prices, the earnings impact of a stronger AUD and NAB’s revised commodity expectations.


The Overnight Report: All The Way With 13K

Feb 29 2012

Hardly convincing, but the cheer went up when the Dow managed to close at 13,005 on a 23 point gain. (Accessible only for subscribers before 10:15 AEDT)



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