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: Then Suddenly, Nothing Happened

Feb 11 2014

Wall Street fell early but recovered to await tonight’s first testimony from the new Fed chair. Dow up 7. (Accessible only for subscribers before 10:15 AEDST)


Material Matters: Iron Ore, Copper, Gold And Tin

Feb 10 2014

Iron ore and copper look like winners, gold prices may ease before recovering and a supply shortfall is looming in tin.


The Monday Report

Feb 10 2014

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


The Overnight Report: Five Percent Will Do It

Feb 07 2014

Wall Street provided an indication the pullback is now over with its best performance of the year. Dow up 188. (Accessible only for subscribers before 10:15 AEDST)


The Overnight Report: A Pause In The Correction

Feb 06 2014

Is 5% enough or is 10% the target for Wall Street? Mixed data are confusing the picture. Dow down 5. (Accessible only for subscribers before 10:15 AEDST)


The Overnight Report: Holding Ground

Feb 05 2014

Wall Street managed a rebound last night but no one was overly convinced. Dow up 72. (Accessible only for subscribers before 10:15 AEDST)


Material Matters: Re-Rating, Sustaining Capex And Chinese Demand

Feb 04 2014

Might be time to re-rate resource stocks, in CIMB’s view. Goldman Sachs looks at sustainable capex for the big two miners. Macquarie anticipates 2014 will still be the Year of China.


The Overnight Report: Weather Or Not

Feb 04 2014

More weak US data begs the question as to whether it’s just about the weather or a legitimate soft patch for the US economy. Dow down 300. (Accessible only for subscribers before 10:15 AEDST)


Newcrest Poised For A Breakout

Feb 03 2014

Nick Linton-Ffrost of Fifth Wave suggests a short-term trading idea in Newcrest Mining.


The Monday Report

Feb 03 2014

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



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