Nickel – From the Lake Lefroy Lookout
December 7 - 13, 2009
THIS week The Insider turns his attention to the Devil’s metal: nickel. A quick look to the north and south of Lake Lefroy at Kambalda finds two mid-tier producers making good progress.
Commodity analyst bloopers
November 23 - 29, 2009
NOVEMBER 16: SEARCHING through The Insider’s personal archives this week revealed a host of predictions for commodity markets made by market analysts 10 years ago. You guessed it – many metals analysts were woefully off-base with their forecasts.
LME heavy metal - the UK tour
November 2 - 8, 2009
WITH commodity prices in general now range-trading after significant rises earlier in the year, Allan Trench this week conveys some analytical sound-bytes from the London Metals Exchange (LME) markets. Here are some latest snippets of what commodity analysts and metals traders are saying to The Insider about the global economy - and metals prices.
Australian gold ... the next generation
October 19 - 25, 2009
THIS week The Insider commences a review of a subject close to his heart, that of emerging Australian gold companies. The high price of the yellow metal has boosted the profile of these companies in 2009 – but what does 2010 hold for them? Allan Trench considers what success (and failure) looks like across four emerging gold stocks: Apex, Avoca, Integra and Silver Lake.
Living next door to Sandfire
October 5 - 11, 2009
BEING in the right place at the right time can pay handsomely – as those explorers with tenements in the vicinity of Sandfire Resources’ De Grussa and Conductor-1 copper discoveries know only too well. Allan Trench, alias The Insider, takes a look at SFR near-neighbours Alchemy, Chrysalis, Enterprise, Sipa and Talisman.
Gold M&A watch
September 21 - 27, 2009
JOINING the HighGrade team from this week is Allan Trench, adjunct professor of mineral economics, company director, market commentator and self-proclaimed author of several worst-selling mining books. HighGrade is pleased to bring you Allan’s new column, The Insider, providing an inside take on corporate matters across the mining world. This week it’s a look at prospective M&A targets in gold.