Paul Gait

Mining valuations at 'unprecedented level'
CAPITAL MARKETS

Mining valuations at 'unprecedented level'

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

08 January 2020

 The mining sector looks set for a bumper year of M&A activity in 2020
M&A

Bumper year of M&A could be ahead

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

17 December 2019

Mining companies will deliver for investors, Bernstein has predicted
CAPITAL MARKETS

'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

10 October 2019

 Greta Thunberg is a 16 year old Swedish environmental activist who last month addressed the United Nations
BASE METALS

'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

01 October 2019

Glencore's coal and copper businesses don't get the valuation as its competitors, Gait says
CAPITAL MARKETS

Glencore "far too cheap": analyst

Analyst says market has priced in US$8B fine from DOJ and dislikes copper and coal prospects

15 January 2019

"Quick, sell this before the IRR falls again!"
ENERGY MINERALS

Lithium has further to fall, says Bernstein

Bernstein analyst puts sub-US$10,000/t long-term price on lithium, which has had a tough 2018

17 December 2018

Bernstein analysts see iron ore demand outgrowing supply over the 2019-2025 period
BULKS

Iron ore tipped to rise

Bernstein analysts forecast long-term price of US$75/t to attract investment

06 September 2018

Copper experts told Mining Journal Select London the metal would soon go on a tear
BASE METALS

Copper bulls see $12,000/t on energy transition

MJ Select London hears how electrification will dominate copper demand for the next 20 years

27 June 2018

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

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A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining News Intelligence team.

A growing series of reports, each focused on a key discussion point for the mining sector, brought to you by the Mining News Intelligence team.

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MiningNews.net Research Report 2024

Access a multi-pronged tool to identify critical risks and opportunities in Australia’s mining industry.

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Mining Journal Intelligence Investor Sentiment Report 2024

Survey revealing the plans, priorities, and preferences of 120+ mining investors and their expectations for the sector in 2024.

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Mining Journal Intelligence Mining Equities Report 2023

Access an exclusive, inside look on the quarterly mining IPOs and secondary raisings data and mining equities performance tables with an annual Stock Exchange Comparisons supplement.

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Mining Journal Intelligence World Risk Report 2023 (feat. MineHutte ratings)

A detailed analysis of mining investment risks across 121 jurisdictions globally, built on 11 ‘hard risk’ metrics and an industrywide survey.