New light on Stonehenge?
May 15 - 21, 2013
URANIUM and vanadium junior Stonehenge Metals may be just another microcap languishing among the train wreck that is the junior resources sector at the moment, but it may also have some big announcements in the coming weeks that could prove very significant for the company’s future.
Sands pick-up from China property floor
August 22 - 28, 2012
RECENT indications of a turnaround in the fortunes of the Chinese property market may just be what are needed to restore lost momentum to the mineral sands sector.
Safe Winsway bets are off
August 22 - 28, 2012
HONG Kong-listed company Winsway Holdings has in recent years been the most obvious embodiment of one of the biggest challenges facing Mongolia’s young coal mining industry, namely the difficulty in realising full market value for its product. Now, with the company’s profitability disappearing, it is the embodiment of a new test that is confronting the sector.
Lynas progress hangs on poll
August 15 - 21, 2012
THE closest election in Malaysia’s history is likely to only further complicate the already considerably delayed development of Lynas Corp’s rare earths processing plant.
Limbo could mean Chalco moves lower
August 8 - 14, 2012
WILL Chinese resources giant Chalco look to ‘pull a Hanlong’ and try to cut the price of its offer for Mongolian coal play SouthGobi Resources?
Indo coal play into the waiting room
August 8 - 14, 2012
INDONESIA-focused coal play Realm Resources has had a nasty triumvirate of headwinds up against it in recent months. It will take more than this week’s release of a project study to turn that around, but at least it’s a start.
Bellwether change in the air
August 1 - 7, 2012
COPPER’S status as a bellwether for the global economy and the ongoing concerns about the health of Europe, the United States and China has meant the red metal has lost some of its investment appeal. But a bottom-up look at the market in China – and at the country’s home appliances market in particular – can offer some reasons for encouragement.
You first
July 25 - 31, 2012
SPEAK to investors big or small in Hong Kong today, and they’ll tell you there are bargains galore on the stock market right now. Just don’t expect any of them to follow that up by buying with their ears pinned back.
Atlas shrugs
July 18 - 24, 2012
JUDGING from the share price graph of Atlas Iron alone, you would think that the iron ore market has gone into meltdown over the past year.
Philippines changes welcomed, but not by everyone
July 11 - 17, 2012
YOU know policy changes have been favourable for the mining industry in the Philippines when the country’s hugely powerful Roman Catholic Church complains about them.
Stock rally may follow Ito win
July 11 - 17, 2012
OBJECTIONS from iconic German electronic music pioneers Kraftwerk notwithstanding, there have been a few promising signs out of Asia for the uranium and nuclear industries in recent months.
Indo investment will continue, says Hegarty
July 4 - 10, 2012
INDONESIA’S latest efforts to ensure foreign companies hand over operating control of assets to local partners has put a black mark next to the country’s name in the minds of many investors and executives. Owen Hegarty, however, is not deterred.
Play it again, Owen
July 4 - 10, 2012
THE last time Owen Hegarty found himself heading up a business about to commission a company-making mine in South East Asia, it preceded an aggressive wave of acquisitions. Hegarty’s attitude to growth through deals hasn’t changed much since then, and with equities currently taking a beating his task may be that much easier this time around.
Mongolia election won’t end uncertainty
June 27 - July 3, 2012
THIS week’s election in Mongolia can’t come soon enough for the embattled mining and exploration companies working in the country.
Wait for Burma continues
June 21 - 27, 2012
A YEAR ago, those Hong Kong investors in the know were touting Burma as “the next Mongolia”. Twelve months on, the comparison is still apt – but this time it is for negative reasons, rather than positive ones.
Southdown countdown continues
June 21 - 27, 2012
GRANGE Resources has come up with a plan that would see it avoid a heavily dilutive equity raising and win some value for the big but largely ignored Southdown magnetite project. The tricky part, of course, will be executing it.
China recharges its copper stocks
June 13 - 19, 2012
TAKEN on their own, the surge of copper imports into China last month and the drop in copper stockpiles in Shanghai look encouraging. But, as with most things in China, the true picture is more complicated than it first appears.
Elemental offers more food for thought
June 6 - 12, 2012
THOSE explorers sitting on big development projects and not much cash have been clinging to the mantra that quality assets can still get funding – even in markets as twitchy and tight-fisted as these.
Momentum shifts
May 30 - June 5, 2012
THE Australian-listed miners and explorers who journeyed to Asia last week for a series of investor roadshows had to compete with a particularly unhelpful market. The question is whether the apparent fall in interest is the temporary result of an ugly market, or a more permanent shift in Asian investor attentions away from the sector.
Iron ore floor has Chinese design
May 23 - 29, 2012
WHISPERS that some Chinese steel makers have begun cancelling, deferring and defaulting on iron ore and coal shipments have added to the already raised anxiety levels among investors in the resource sector.