This Month
- Analysis
- Mining
Acquisitive miners like Rio should remember size isn’t everything
Just because you own the world’s biggest resource of a critical mineral, doesn’t guarantee you can get it out of the ground profitably.
- Peter Ker
- Opinion
- Chanticleer
China fails to ‘feed the monster’ with stimulus fizzer
China’s initial failure to provide the sort of fiscal stimulus required to prop up its economy means investors need to rethink their emotional bets.
- James Thomson
Iron ore to hit $US120 if China ramps up stimulus
Citi believes iron ore and base metals are set to rally if China delivers a whopping 10 trillion yuan ($2.1 trillion) stimulus package that the market had been pricing in.
- Updated
- Alex Gluyas
Hancock scion looks to Arctic Circle for next big copper discovery
A company backed by John Hancock, grandson of Lang, has found copper grades of up to 64 per cent in far northern Canada.
- Tom Rabe and Peter Ker
September
Greatland Gold bound for ASX after Telfer deal
The top end of the ASX gold sector could get a shake up with the new owner of the Telfer mine, Greatland Gold, hoping to list within six months.
- Peter Ker
Iron ore drops below $US90 as China ‘contagion’ batters commodities
The growing risk of a US recession has compounded anxiety about China’s property crisis, escalating a collapse in raw material prices.
- Alex Gluyas
Copper’s mega-bulls are ‘throwing in the towel’
Once hailed as the decade’s best commodity bet, investors are being forced to temper their expectations following a near 20 per cent slump in prices.
- Alex Gluyas
August
Native title stoush stands in the way of BHP’s SA copper dream
SA Supreme Court will next week hear a battle for control of the native title group that holds the key to BHP’s dream of expanding its Australian copper mines.
- Peter Ker
This stock is a barometer of Donald Trump’s election chances
A rollercoaster presidential campaign in the United States has taken shares in one copper explorer for a wild ride.
- Peter Ker
Strike at BHP-owned mine ends as workers win $48,000 bonus
BHP had previously offered a $US28,900 bonus per worker, compared with the union’s demand of 1 per cent of shareholder dividends from the mine.
- Updated
- Fabian Cambero
Strike hits BHP’s biggest copper mine
Workers walked off the job at the Escondida mine in Chile that produces about 5 per cent of the world’s mined copper.
- James Attwood
Rio Tinto prepared to sell stakes in Winu copper project
Rio Tinto wants to grow its copper division, but a sale process for WA’s Winu deposit shows it wants large, world-class assets.
- Peter Ker
BHP’s high-altitude copper bet shows guts, but glory isn’t guaranteed
BHP boss Mike Henry has demonstrated plenty of courage by following the Lundin family to the top of the Andes mountains. Will he be rewarded?
- Peter Ker
July
Why Rio Tinto wants a bigger presence in lithium and copper
‘I couldn’t care less about what the lithium price is in the next 12 months,’ says chief executive Jakob Stausholm.
- Updated
- Peter Ker
BHP in $3.2b South American copper deal
BHP will step into Argentinian copper under a $US2.1 billion ($3.2 billion) deal with the famous Lundin family to take a Canadian explorer private.
- Updated
- Peter Ker
- Opinion
- Chanticleer
$3b deal shows how BHP dusted itself off and tried again
Mike Henry was disappointed his $75 billion takeover bid for Anglo American failed. But his latest deal helps to show investors he has many other ways to play the copper bull story.
- James Thomson
BHP breaks iron ore export record, promises copper lift
The mining giant could raise copper production by 10 per cent in the year ahead as its most important commodities offset nickel and coal woes.
- Peter Ker
BHP enlists OZ Minerals copper veteran amid cost blowout fears
BHP’s mine manager has warned of cost and schedule challenges for a near $1 billion expansion project at the Prominent Hill copper mine.
- Brad Thompson
The mining stocks fundies think may outrun BHP and Rio
The rout in the ASX’s largest mining companies this year has created a “screaming” buy for some of the sector’s biggest investors.
- Alex Gluyas
Giant farming co-op looks to exit flour mill partnership with Salim
Australia’s biggest co-op, farmer-controlled CBH, wants to sell its stake in a network of flour mills in South-East Asia owned with the Indonesian family.
- Brad Thompson
