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: Off To A Good Start

Jul 13 2010

Alcoa’s after-the-bell result beat expectations and that’s all that matters. Wall Street went nowhere all session as it waited. Dow up 18.


A Bottom For Gold Later This Month?

Jul 12 2010

Gold should see more weakness in the short term, but a bottom is looming, predict chartists at Barclays.


Bank Upgrade And Broker Conviction

Jul 12 2010

Macquarie believes the market is missing the point as it upgrades Westpac and revisits its conviction calls. RBC updates its resource sector preferences. Morgan Stanley looks at small caps.


The Monday Report

Jul 12 2010

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


Material Matters: Nickel No Target, Gold Finding Support, BHP Meets Brokers

Jul 09 2010

A glance through the latest expert views and predictions about commodities with updates on the corporate attractiveness of Oz nickel producers, signs gold is finding support and an update from BHP’s CEO.


We’ve Seen The Bottom Of The Cliff, Says Cliff

Jul 09 2010

Popular economist Cliff Bennett calls the bottom while RBS expects solid returns from here. But Morgan Stanley’s bank analysts remain wet blankets.


The Overnight Report: First Three-Day Rally Since April

Jul 09 2010

Lower jobless claims helped Wall Street build on Wednesday’s surge as risk appetite continues to return. Dow up 120.


The Overnight Report: Too Fast, Perhaps, Or Not

Jul 08 2010

A 274 point rally in the Dow may be welcome but not very convincing in many a view.


Value In Equities Even As Earnings Revised Lower

Jul 07 2010

While corporate earnings in Australia and globally are likely to be revised lower in coming months there still appears to be value in equities at current levels.


Resource Sector Valuations Under The New Tax Proposal

Jul 07 2010

Analysts compare the impact of the new MRRT and PRRT tax proposals to the previous RSPT proposal.



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