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We like to move it, move it….in Madagascar!

Wednesday, 23 December 2020 Say the name ‘Madagascar’ to most Australians and they’ll likely think of only three things: Lemurs, those funny looking baobab trees or that funny 2005 film with the penguins, which spawned a whole computer-animated comedy franchise. However, Madagascar, a large island nation off the south-eastern part of the African continent, capital Antananarivo,…

ByMarc KennisDecember 23, 2020

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

Brazilian opportunities for ASX-listed companies

15 December 2020 If there’s a country worth paying attention to right now for investors in ASX-listed resources companies, it has got to be Brazil. This gigantic Latin American country is about 9% bigger than Australia in terms of its land area, and, of course, it is much more populous, with Brazil’s 212 million leaving Australia’s…

ByMarc KennisDecember 15, 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

Why diamonds are becoming investors’ best friends…again

4 December 2020 On 3 December 2020 in Resources Stocks Down Under we discussed a relatively new company on ASX called Burgundy Diamond Mines (ASX: BDM). Burgundy is exploring for diamonds in Canada and a lot of investors have been taking notice lately because one of Burgundy’s directors is Michael O’Keeffe, the Montreal-based mining executive with…

ByMarc KennisDecember 4, 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

Copper – the world needs more of it

30 November 2020 Times have been good the last eight months or so if you’re a copper producer. Back in late March, during the Corona Crash, copper got down to nearly US$2 a pound on Comex, one of the main futures markets for copper. Since then, the re-rating has been steady and as at late November…

ByMarc KennisNovember 30, 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

President Jinping, BHP, Aurizon and the transformation of the world energy market.

12 October 2020 On Tuesday, 22 September 2020, President Xi Jinping of China made a significant, and slightly surprising announcement to the world at the pulpit of the United Nations General Assembly. While the speech itself was predicted, it was scheduled among other major world leader speeches, after all, the surprising bit was President…

ByMarc KennisOctober 12, 2020

Tesla Battery Day and Australia’s listed lithium producers, what happened?

30 September 2020 Telsa’s (NASDAQ:TSLA) Battery Day was supposed to be the cherry on top for the rally lithium producers have been experiencing over the last couple of years. Demand for lithium in the near-term was widely expected to be confirmed as Tesla discussed its battery technology and presented its outlook on its own…

Bysadik BhimaniSeptember 30, 2020