Genmin (ASX:GEN) has received four unsolicited funding proposals for its US$200m Baniaka iron ore project in Gabon, shifting the risk to deal structure.
Iron Ore Stocks
Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
In this article, we look at why you may want to invest in commodities.
To cut to the chase, we think investors should consider to invest in commodities. It is an excellent way to diversify your portfolio and add a layer of protection against market volatility. But there are several different ways that individuals can invest…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
It is always tough for junior ASX resources companies to realise their ultimate ambitions. There might be short-term jumps from favourable commodity price movements, drilling results or the results of scoping or feasibility studies. But one of these milestones is a partnership with a major miner and this could be particularly important whether as a…
This article looks at ASX Mining Stocks Entering Production in the coming 12 months. In recent weeks, we've looked at stocks expecting Feasibility Study Results or those making a Final Investment Decision, both of which are preludes to development and construction of those projects. The companies on this list are have passed those milestones and…
Fortescue beats on dividends, but iron ore risk grows
Fortescue (ASX: FMG) just posted a half-year result that most companies would be proud of. Record iron ore shipments of 100.2 million tonnes, a 23% jump in net profit to US$1.91 billion, and a fully franked interim dividend of A$0.62 per share, up 24% on last…
Let's recap some ASX Resources Stocks Set To Make an FID During 2026! We've written articles before outlining companies preparing to release Feasibility Studies, but such studies may show projects are not that feasible at all.
But by the time a company had got to the FID (Final Investment Decision) stage, we know the project is…
