Resources

Japan’s Natural Disaster – A Commodities Tsunami?

The earthquake and tsunami hit Japan with tremendous force and consequence. It is estimated that the damages caused by the earthquake are 50% higher than the damages from last major earthquake in 1995, and it is by far the biggest natural catastrophe in Japan’s history. The earthquake hit about 250 miles NE of Tokyo, affecting…

Stock of the Week – 13th March 2011

Stock: QBE Insurance Group Limited Stock code: QBE  Share Price: $17.17 (as at Friday 11th March, 2011) Broker buys:  Patersons (28/2/2011, share price was $18.14 that day) Shadforths (21/2/2011, share price was $18.90 that day) Broker holds: Alto Capital (7/2/2011, share price was $18.40 that day) Chart: Share price over the year to 11/03/2011 versus ASX200 (XJO)  You…

16 Mining Services Stocks Leveraged To Mining’s Bonanza

Australian mining investment is projected to jump by 50 per cent this year as strong commodity prices encourages mining companies to push ahead with as many projects as they can handle. Mining services companies are set to benefit with full order books and an ongoing pipeline of work. To investors this represents a golden opportunity…

Unknown Aussie explorer riding on the African mining boom

Nobody doubts the potential of African-focused exploration stocks. The question is valuation. After staggering share price gains in 2010, some are seemingly “priced for perfection” and vulnerable to the slightest exploration disappointment. But recent sharemarket weakness could create opportunities to buy higher-quality African explorers, such as Perseus Mining, at lower valuations. I count more than…

3 miners ready to roar

With China and India’s insatiable appetite for resources fuelling a once-in-a-lifetime commodities super-cycle, many mid-cap miners are set to soar over the coming year. Coming soon – article to appear in an upcoming newsletter. 

How to take advantage of the commodity boom

There’s little doubt that commodities – at least some of them – will continue their price boom this year, despite concerns about slowing Chinese growth and the fragile recoveries occurring in the US and Europe. But getting on board to take advantage of the trend as an ordinary investor takes some thinking through, and as…

Stock of the week – 3rd February 2011

Investors highy leveraged to the resources sector get worried every time there’s a blip in commodity prices, or when news from China is less promising than normal. Recent economic data out of China was a good example of news causing a sell off in commodity prices.  Beijing announced this month that China’s economy accelerated in…