Opportunity in tarnished gold stocks?

Opportunity in tarnished gold stocks?

Gold stocks are down, but not out. Can they rebound sans a soaring gold price?

Research

23 MARCH 2021
Ingredients there for good copper 'stew'

Ingredients there for good copper 'stew'

Bernstein reiterates bullish copper thesis

Research

15 SEPTEMBER 2020
Majors showing improved drilling discipline

Majors showing improved drilling discipline

Improved discipline could set the stage for a price rally when demand eventually recovers

Discovery

15 MAY 2020
Copper M&A options remain limited

Copper M&A options remain limited

But positive price outlook could spur deals

Research

29 JANUARY 2020
Mining valuations at 'unprecedented level'

Mining valuations at 'unprecedented level'

A combination of cost control and historic low valuations should drive an upward move in 2020.

Capital markets

09 JANUARY 2020
Lithium flounders but outlook stronger for other battery materials

Lithium flounders but outlook stronger for other battery materials

Lithium outlook bleak but other battery materials should find support in 2020

Research

30 DECEMBER 2019
Bumper year of M&A could be ahead

Bumper year of M&A could be ahead

The mining sector could see a sharp uptick in M&A in 2020

M&A

17 DECEMBER 2019
Albemarle sees 'robust' future for lithium

Albemarle sees 'robust' future for lithium

Lithium demand to grow at CAGR of 20% to 2025

Events Coverage

13 DECEMBER 2019
Copper still below incentive price for new mines

Copper still below incentive price for new mines

New production unlikely without higher prices

Research

13 DECEMBER 2019
'The mining industry has never been cheaper': report

'The mining industry has never been cheaper': report

Mining companies look set to deliver better returns than the market as a whole, Bernstein has found

Capital markets

11 OCTOBER 2019
'Greta Thunberg Scenario' equates to $20,000/t copper

'Greta Thunberg Scenario' equates to $20,000/t copper

The price of copper will have to rise drastically to decarbonise world by 2025, research has found

Research

02 OCTOBER 2019
Analysts see more pain ahead for lithium producers

Analysts see more pain ahead for lithium producers

US investment firm sees lithium prices plunging as low as $5000/t

Research

11 SEPTEMBER 2019