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

Options Action Fuels Volatility In Precious Metals

Nov 16 2010

Recent violent moves in physical gold and silver can be attributed to options market-makers desperately trying to hedge.


The Overnight Report: Struggling To Gain Traction

Nov 16 2010

A strong retail sales result had Wall Street in buying mode last night but the sellers won out in the end. Dow up 9.


Material Matters: Commodity Fundamentals Still Constructive, Some Caution On Silver Prices

Nov 15 2010

A glance through the latest expert views and predictions about commodities, with reasons for optimism with respect to commodity prices but some cause for caution on silver.


Fauxflation

Nov 15 2010

BTIG market strategist Mike O’Rourke believes investors had become a bit too excited about QE2.


The Monday Report

Nov 15 2010

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


The Overnight Report: China In The Frame

Nov 11 2010

Wall Street reversed a sharp opening loss in lockstep with a reversing US dollar last night ahead of the G20. Dow up 9.


Material Matters: Index Re-Weightings, Plus Miners With Cash

Nov 10 2010

A glance through the latest expert views and predictions about commodities with potential impacts from commodity index fund re-weightings, Citi looking at how miners will use excess cash and UBS suggesting iron ore could stay stronger for longer.


Be Afraid

Nov 10 2010

PFP Wealth’s Tim Price aint buying the Fed’s deception. He is forecasting some serious problems ahead.


The Overnight Report: Precious Metals Plunge On Margin Increase

Nov 10 2010

A late notice from the CME that metals margins would be increased turned gold and silver around big time last night. Dow down 60.


Material Matters: The QE2 Bull Market, Plus Coal, Gold, Copper, Aluminium

Nov 09 2010

A glance through the latest expert views and predictions about commodities with both Macquarie and RBS Australia lifting resource exposure in model portfolios, Citi revising its coal estimates and reasons why copper, gold and aluminium could find support.



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