Energy / Resources
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Can’t catch a break
Ben MacNevin
April 18, 2013
It seems that Rio Tinto can’t catch a break. In the past 12 months, the company has had to accept significant impairments, deal with a falling iron ore price, and now it has lowered its full year copper production target by 19 per cent as a result of a significant wall slide at their Kennecott Utah Copper mine.
continue…by Ben MacNevin Posted in Energy / Resources, Insightful Insights.
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Golden opportunities?
Russell Muldoon
April 17, 2013
When prices are collapsing, we tend to get very excited about the prospect of finding any proverbial babies that have been thrown out with the bathwater. Over the years we have built a number of quantitative and qualitative frameworks that rapidly analyse companies, in a range of sectors, in an attempt to quickly uncover potential investee candidates.
continue…by Russell Muldoon Posted in Energy / Resources, Insightful Insights.
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The gold(en) bear
David Buckland
April 17, 2013
Adam Scott’s superb victory in the US Masters on Sunday at Augusta National means that Australians have now won a total of 15 major golf championships. It’s incredible to think that one of the greatest golfers of all time, Jack Nicklaus, the ‘Golden Bear’, won 18 career major championships by himself.
Whilst we’re on the subject of Gold(en) Bears, at the moment we’re cautiously noting that after jumping from under US$300/oz to over $1,900/oz in the decade to September 2011, gold appears troubled.
continue…by David Buckland Posted in Energy / Resources, Insightful Insights.
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Mining’s fiscal cliff arrives early?
Roger Montgomery
April 16, 2013
As you know we have long warned about this. We warned that China’s growth would slow and that even if it didn’t, its appetite for iron ore would. In print, in the press, here on our blog, and on TV and radio we have warned that mining would see its own ‘fiscal cliff’.
continue…by Roger Montgomery Posted in Energy / Resources, Insightful Insights.
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Have mining investments passed their peak?
Russell Muldoon
April 15, 2013
For some time now, we have been cautious about the prospects for listed EPC (Engineering, Procurement and Construction) contractors (mining services). And neither the recent rebound in share prices, nor the following RBA announcement, made last week by Christopher Kent, have done much to impact this view.
continue…by Russell Muldoon Posted in Energy / Resources, Insightful Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
READ HERE -
The dwindling RBA reserve
Roger Montgomery
April 11, 2013
My fellow guest on Your Money Your Call, Christopher Joye, shot an email around that I thought you might be interested in…
While his article discusses the impact of a 5% devaluation of FX and gold reserves, history shows that a 5% positive revaluation is also a possibility that cannot be ruled out.
continue…by Roger Montgomery Posted in Energy / Resources.
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Trouble brewing? Coal seam gas and the water table (part 2)
David Buckland
April 5, 2013
Earlier this week, the Council of Australian Governments (COAG) Reform Council said that the Commonwealth had now set up the “Independent Expert Scientific Committee on Coal Seam Gas and Large Mining Development” (IESC). This will give governments solid scientific advice on the potential effects of CSG and large mining developments on water resources. In the five years to 2010/11, CSG has increased from 2% to 11% of Australia’s total gas production (read the media release).
continue…by David Buckland Posted in Energy / Resources, Insightful Insights.
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Trouble brewing? Coal seam gas and the water table
David Buckland
April 3, 2013
I caught up with a few of my country friends over Easter. One conversation topic that kept coming up was the current approval process for the coal seam gas industry. To say that they are furious about it would be an understatement.
They quoted cases where bore water, which has been running for decades, has suddenly dried up within months of coal seam gas production commencing nearby. So what’s going on?
by David Buckland Posted in Energy / Resources, Insightful Insights.
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MEDIA
Mining Services – a looming train wreck…
Roger Montgomery
March 27, 2013
In this interview on ABC1’s ‘The Business’, Roger discusses with Ticky Fullerton why he is virtually certain that the Mining Services industry is facing disaster, and he also is highly sceptical about Telstra’s (TLS) prospects. Watch here.
This program was broadcast 27 March 2013.
by Roger Montgomery Posted in Energy / Resources, Technology & Telecommunications, TV Appearances.
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MEDIA
Valuing resource companies
Roger Montgomery
March 26, 2013
In this edition of Ross Greenwood’s program on 2GB, Roger discusses the issue of finding quality that’s cheap and valuing projects in the resources sector, as well as answering listeners’ questions on Lynas Corp. Listen here.
by Roger Montgomery Posted in Energy / Resources, Radio.
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