September 15, 2014

What will Ivan buy next?

A GlenTinto is not as far-fetched as it sounds.

September 14, 2014

$8bn mining private equity needs to be spent. And soon

Countercyclical investors sitting on $8 billion unspent funds have been waiting for clear signs of a market bottom. The wait may well be over.

September 13, 2014

Guinea said in talks on $14 billion bauxite mine forsaken by BHP

China’s Shandong Xinfa Aluminum & Electricity Group is in talks with Guinea to invest $14 billion in a bauxite project abandoned by BHP Billiton said a government official with knowledge…

September 13, 2014

Capstone Mining discontinues planned offering of $300 million senior notes

Due to "general market conditions".

September 12, 2014

Vale’s Q2 nickel production plunges in Sudbury

Vale’s companywide nickel production in the second quarter of 2014 was 61,600 tonnes, an 8.6% drop from the first quarter and 5.3% fall from the year-ago period.

September 12, 2014

Turquoise Hill up 22% after Oyu Tolgoi tax bill slashed

Mongolia knocks $100m off tax claim to revive expansion of massive copper-gold mine owned by Rio Tinto unit Turquoise Hill.

September 12, 2014

Heavy precious metal shorting is bullish

The ironic thing is that futures speculators fantastic Q2 2013 gold-downside bet hasn’t worked very well since then.

September 11, 2014

Jeff Killeen: Cash and catalysts rule the day

Jeff Killeen, mining analyst with CIBC World Markets offers his insight and hands-on perspective on several developers and producers with near-term catalysts.

September 11, 2014

South Africa’s mining output at lowest in over 18 months

Platinum and gold sectors among the worst performers due to labour strikes that cripple the industry early this year.

September 11, 2014

These are the top risks miners face

Productivity, followed by capital decisions and obtaining a social license to operate, are among the top risks global mining and metals companies face.