Avoca searching for a spotlight
May 5 - 11, 2008
GIVEN the pressures suffered by gold miners around the world, just how long can the only standout gold opportunity in Australia remain free from the clutches of the acquisitive and ambitious Canadians?
Straits to narrow
May 5 - 11, 2008
DESPITE indications to the contrary, Milan Jerkovic remains a true believer in diversified mining companies. The Straits Resources – Straits Asia de-merger he argues, is merely the result of history and a response to vulnerability.
Sphere back down to earth
May 5 - 11, 2008
DESPITE the incredibly buoyant iron ore sector, the market continues to be sceptical of Sphere Investments, with the would-be Mauritanian magnetite miner trading this week below its net present value and at a significant discount to upside valuation estimates.
Uranium hot ... or cold
May 5 - 11, 2008
FORGET about seeking guidance from the so-called experts on whether uranium represents a sector investors should be re-considering. There’s diametric disagreement, with poster stock Paladin Energy a simple case in point.