What a month! Let's see what you (may have) missed.
Gold, volatility and a silver lining for metals 📝
What a month! Let's see what you (may have) missed.
Units at different stages of a mining project tell a story. Making sure you understand these correctly will help assess each project in the best light.
Morgan Stanley's revised copper price and supply estimates, plus its view on gold and why it hesitates to chase copper stocks.
Many institutions are sitting in cash. Some ideas for junior miners on addressing investor objections when markets turn choppy.
My takeaways from the RIU conference in Sydney: a strong gold focus, a domestic tilt and what it says about Australian mining.