News - Fitzgerald Articles

Centaurus sell-off on so-called nickel breakthrough highlights renewed value in a sector set to clean-up on green energy. Plus, DFS on FYI’s HPA points to bumper NPV.

The nickel stocks would like to forget their “Ides of March” moment when the stainless steel and lithium-ion battery material tumbled 12% lower in a hurry. The early March fall was a response to China’s Tsingshan announcing it was entering the battery materials space with a nickel matte product (75% nickel) from its Indonesia laterite operations.

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Plus, nothing in DGO share price for exploration programs now underway and Australian Strategic Minerals winning strong support for its downstream processing play.

Anyone in need of a Pink Floyd cover band to help celebrate a stock market killing would be best advised to contact Coda Minerals (ASX:COD) boss, the bass-playing Chris Stevens. Pink Floyd cover bands are few and far between. The same can said about copper-focussed junior explorers on the ASX. And that is what the musically-named Coda is after its IPO in October last year which pulled in $8.5m at 30c a share to fund the copper hunt, initially at its Elizabeth Creek project in South Australia’s Olympic Dam province.

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Calidus poised for re-rating on production growth and there’s takeover talk around De Grey. Plus, analysts see much upside in emerging mineral sands producer Strandline. But will big neighbour Iluka share their view?

The beaten up gold stocks are back in town thanks to the metal clawing itself back to $US1750/oz, with US Federal Reserve chairman Jerome Powell doing his bit by pledging to keep interest rates low for years to come. Still, the 10% fall in the gold price in the last six months has been sobering stuff for local gold equities which have also had to soak up a rise in the Aussie dollar, the net effect of which has been a $A420oz compression of margins in the period.

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Nimble juniors lining up to test the new frontier in copper-gold exploration;

A bunch of junior explorers are as excited as junior explorers can be after the big time copper/gold potential of the Northern Territory’s Barkly region east of Tennant Creek was confirmed in a government-sponsored drilling program. The East Tennant region, as the boffins are calling it, is not quite an exploration hotspot just yet.

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Early results at Vulcan project show promise, but we’ve been here before. Plus, junior Inca set to drill big copper target of its own in Peru and Battery Minerals prepares for first holes in Victoria’s gold-rich Stawell corridor.

Has Andrew Forrest’s iron ore money printing machine Fortescue cracked the code and made a big discovery at the Vulcan iron oxide-copper-gold prospect in the backyard of the daddy of IOCG’s, BHP’s Olympic Dam in South Australia? Too early to know, but it’s fair to say there was lots of interest in interim results from two deep holes on the Vulcan North anomaly reported by Fortescue’s (FMG) junior partner in the Vulcan joint venture, Tasman Resources (TAS).

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Venturex among big winners as bumper copper price and placement to Bill Beament put strong wind in its sails. Caravel and Orion also pick up speed.

The red metal copper has become the white-hot metal. It has surged from an average of $US2.50/lb in the June half of last year to $4.20/lb. It’s a level not seen since the 2011 height of the China-led mining boom and is a response to tight supply at a time of optimism around economic growth and the demand surge coming from the battery-powered revolution in the electrification of transport and the decarbonisation of stationary power.

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Plus, $9m Trigg says its potash fertiliser project is set to generate rapid growth – and not just for fruit trees

Bellevue’s “stage one” feasibility study (FS) into the development of its high-grade namesake project in WA has lifted the lid on a “green” money making machine. Mind you, Bellevue’s 22% share price fall to 75.5c on Thursday’s release of the FS did not exactly reflect that outcome. As is usual with such studies in a down market for gold – the price has fallen from $US1,957/oz in early January to $US1,783/oz on rising US interest rates and the tech-led surge on Wall Street – there can be an over-reaction to the downside from so-called misses to expectations.

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Plus, strong iron ore prices mean Fenix EBITDA set to exceed its market cap and Orion’s rising share price boosts its project funding prospects.

Geoscientists that double as CEOs rarely if ever get to take a world-class discovery they have made through to the off-take, financing, construction and production phase. The reality is that 99% of them don’t want too either. It requires a different “skill set,” as they say. And besides, they would rather be out kicking rocks looking for their next career-defining discovery. So it was this week with Liontown’s long-serving CEO David Richards.

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