The upward trend in base metals prices paused in the early part of 2018 after prices had risen in 2016 and 2017 by an average of 95% from their 2015/2016 lows. That pause turned into a sell-off when business and investor confidence evaporated in response to an escalation and a subsequent entrenchment in US/China trade disputes. A lack of progress...
Read moreHistorically, nickel has been a boom/ bust metal. Over the past 20 years, we’ve seen one of the most incredible booms in this metal followed by a prolonged bust. However, we think this metal is now on the cusp of another...
Read moreCopper supply growth will be constrained in 2019, as the continued dearth of new projects comes home to roost. Supply problems are also racking up in major producing nations and come on top of the already flagged halving of output at...
Read moreFeaturing insights from Refinitiv, Petra Commodities, International Tin Association, Red Door Research and more, plus detailed company profiles and project overviews from a range of base metal mining companies including Adriatic Metals and Elementos Ltd, the Base Metals Edition 2019 is...
Read more“We have gold because we cannot trust governments.” ― Herbert Hoover. Let’s discuss the latest signals from the Treasury market as they pertains to gold’s flight-to-safety demand. Even with a volatile U.S. dollar, the metal’s “fear factor” should fuel its continued...
Read moreA $1.14 billion after-tax NPV with 8% discount rate and a 50% IRR at an average price $11,882/t LCE Significant cash flows generation over a 35-year life of mine drive a rapid payback of 1 year and 8 months provide a...
Read moreFeaturing fund manager insights, analyst reviews and mining company profiles, The Assay Magazine provides perspectives from the buy side and opportunities from mining corporates. Click on the links to read the digital versions now.
The upward trend in base metals prices paused in the early part of 2018 after prices had risen in 2016...
Historically, nickel has been a boom/ bust metal. Over the past 20 years, we’ve seen one of the most incredible...
Copper supply growth will be constrained in 2019, as the continued dearth of new projects comes home to roost. Supply...
121 Mining Investment events gather senior investors from institutional funds, private equity groups, family offices and sector analysts to meet with carefully selected mining company management teams in the world’s leading financial hubs.
We envision a formal, professional, environmentally sound, and socially responsible Artisanal Gold Mining Sector that supplies Responsible Artisanal Gold™ to...
2011 ushered in a wave of devastating hits to the junior end of the mining market. For nearly the past...
The last quarter of 2018 proved to be tumultuous for just about every asset class traded on an exchange. An...
