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Mining Stocks

We know it’s not very woke, but we still like oil and gas

Stuart Roberts from Stocks Down Under says he isn't popular at cocktail parties, being a fan of oil. He sees oil easily heading back above $100 a barrel as "that huge sucking sound" is the world demanding oil just as supply is hampered. He says gas projects of all stripes are looking attractive right now…

ByMarc KennisSeptember 29, 2021

Coal – ASX’s bargain basement

Friday 18 December 2020 If there’s an area of the market that was definitely for the contrarians in the middle of 2020, it had to be the coal miners. Not only had coal become politically incorrect, but prices for this commodity were lousy. Coal is still unmentionable in certain influential circles. But prices are no longer…

ByMarc KennisDecember 18, 2020

Can these ASX nickel stocks party like it’s 1969?

8 December 2020 It’s been a good year for nickel, Element 28 on the periodic table. Last Friday the commodity closed at US$16,354.50 a tonne on the London Metals Exchange. Back at the Corona Crash low of 23 March it was only about US$10,800 a tonne. However, it’s not clear yet whether nickel will break the…

ByMarc KennisDecember 8, 2020

Our top 5 emerging iron ore plays

2 December 2020 One of the more remarkable things to have happened in the commodities world in recent days has been the rise in the iron ore price. Back in early April 2020 it was trading at US$81 a tonne, where ‘it’ was 63.5% Fe iron ore fines with the price of freight included when delivered…

ByMarc KennisDecember 2, 2020

Oil is making a comeback

27 November 2020 Not long ago we joked that Hollywood movie producers wanted to do a remake of the 1987 film Less than Zero, with the US oil benchmark West Texas Intermediate (WTI) replacing the Robert Downey Jr. character from the original film. What we were referring to was that historic day on Monday 20 April…

ByMarc KennisNovember 27, 2020