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Mount Gibson Iron (ASX: MGX): The share price has some catching up to do

A WA iron ore play Mount Gibson Iron (ASX:MGX) is a Perth-based iron ore miner. The company primarily holds interests in the Extension Hill mine and Shine mine deposit in the Mid-West region of Western Australia. It is also involved in the mining and direct shipment of hematite iron ore at the Koolan Island mine…

ByMarc KennisJanuary 14, 2022

Why ASX gold stocks are due for a bull run

Gold prices are nearing a five-month high touched in the previous session, after strong U.S. consumer price data prompted a rush into the precious metal seen as a hedge against inflation. Reduced stimulus and interest rate hikes tend to push government bond yields up, raising the opportunity cost of gold, which pays no interest.Gold has…

ByStuart RobertsNovember 12, 2021

Bitcoin vs Gold

Bitcoin vs Gold: what is the better inflation hedge? In case you hadn’t heard, Australian investors have become excited about the future of Bitcoin and other cryptocurrencies. That’s why, when the BetaShares Crypto Innovators ETF (ASX: CRYP) was launched on Thursday 4 November 2021, demand for shares in this ETF was hot.When you buy this…

ByMarc KennisNovember 7, 2021

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

Why are rare earth stocks worth a look at? Because rare earths are the vitamins of the 21st century

Rare Earth Stocks are in focus with Western countries wanting to lower their dependence on China when it comes to rare earths supply. China dominates the rare earths spaceIf you want to read a non-fiction book that is scarier than Stephen King’s work, check out The Rare Metals War: The Dark Side of Clean Energy and Digital…

ByMarc KennisSeptember 1, 2021

Great opportunities for ASX-listed companies in Mongolia

30 December 2020 Back in August 2019 the people behind Stocks Down Under – Marc Kennis and Stuart Roberts – were asked an interesting question. In our regular online show Friday Beers with Marc and Stuart on 16 August 2019 we had been poking fun at Argentina, which had just indicated that it was making a…

ByMarc KennisDecember 30, 2020

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 2020It’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