Blog
Do investors and the gold sector share the same values?
Recent events in the Australian gold sector have shown just how much its approach to equity investors has changed in recent years. The last 15 years have been a remarkable period for homegrown gold producers. You only have to flick through a 2011 issue of Paydirt...
Labor wins just the tonic for Australia’s resources industry
It might feel counterintuitive to say, but the resounding victories for the ALP in state and federal elections this year may be the best outcome the Australian mining industry could’ve hoped for At the West Australian level, the Cook Government and its Minister of...
Much of Paydirt’s editorial focus this year has been on the copper sector
This hasn’t been a deliberate strategy, merely following where the news is and there have been few times in living memory when the Australian copper space has been so busy. While some of the steam has come out of the price, there remains confidence in the longer-term...
The long anticipated junior gold revival has finally arrived, now the impetus is with the companies themselves to take advantage with bold plans
I would say the 2025 junior gold sector can be divided into roughly four categories: companies reworking old projects, those bringing smaller projects to bear quickly, groups looking to develop plus-100,000 ozpa standalone projects and explorers with longer-term...
Has there ever been greater disparity between the market and wider public discourse when it comes to commodities?
If you only read the mainstream headlines and listened to the soundbites of politicians the world over, you’d think critical minerals such as lithium and rare earths were at record prices. The last month alone have seen US President Donald Trump and Ukraine...
Resources sector awaits potential ramifications of Trump’s return
I’d set myself a challenge of not writing about Donald Trump in this month’s column. Unfortunately, as you are about to read, I failed miserably. The velocity with which the US President is enacting his goals has taken the world by surprise and the sense of...
January in West Perth is all about companies and investors ‘getting a read’ on the year ahead
Should investors be “loading up” in anticipation of a commodity bull market or will juniors be forced to continue the “belt-tightening” measures which have left them focusing on survival rather than growth for the last two years? Complicating matters this year are...
The floodgates have opened for the junior sector, but can we expect rivers of gold to flow in 2025?
I spent my 2024 GMJ columns lamenting the lack of market support for explorers and developers while established miners enjoyed the fruits of the rampant gold price. Finally, we saw evidence of a change in the December quarter with several developers and explorers...
US election result leaves resources sector asking what comes next
With the US election now over, the resources world is trying to understand what it will mean for the sector The difficulty comes in ascertaining exactly what this second Trump presidency will be for he has offered little policy other than soundbites about “tariffs on...
Night darkest before the (nickel) dawn
Australia's Paydirt, Issue 332 The November issue of Paydirt is usually dedicated to a full review of the Australian Nickel Conference but the eagle-eyed among our readers will notice this year’s coverage only extends to eight pages This is not because we are getting...
Are we seeing the first signs of a gold junior revival?
Gold Mining Journal, Issue 157 Regular readers will know I’ve been anticipating this revival for some time and like any broken clock, I will eventually end up correct, even if just for a minute. But several movements of the last few months point to a genuine changing...