May 16, 2012

Falling off the supercycle: BHP puts the brakes on capex, stock hits 3-year low

“Where the industry previously lacked investment opportunities and choice, it now has more projects than cash flows. All of us in the industry are having to make choices.”

May 14, 2012

Baja CEO resigns, stock up 10%

Baja Mining stock was up 10% today after the embattled junior miner announced its CEO has resigned.

May 14, 2012

Trevali to acquire modern mill complex in New Brunswick

n an all share deal worth about $20 million, Trevali Mining (TSX: TV) will acquire the Caribou zinc-lead mine and mill in New Brunswick's Bathurst mining camp, giving it a…

May 13, 2012

Gold and base metal plays: Jerome Hass and Jimmy Chu

Toronto-based hedge fund managers Jerome Hass and Jimmy Chu of Lightwater Partners discuss their strategic approach to taking long positions on gold, zinc and tungsten opportunities around the world.

May 11, 2012

End of the Kim era at Kazakhmys

When Kim got involved with Kazakhmys (then called ZhezkazganTsvetMet) during the 1990s the Soviet era the state company was in complete disarray and debt laden. He turned Kazakhmys into a…

May 10, 2012

The commodity megatrend

Commodities have experienced a renaissance after the bursting of the internet bubble at the end of the 20thcentury. The new and long-term upward trend began with most commodities in late…

May 10, 2012

Qatar plonks $4 billion on Xstrata and hands Glasenberg another victory

The oil and natural gas rich nation's stake in the coal giant is now 8% with a target of over 10%, providing crucial back for Glencore CEO Ivan Glasenberg to…

May 9, 2012

Canadian Teck Resources shows renewed interest for the iron ore industry

Canadian miner giant Teck Resources Ltd. (NYSE:TCK, TSX:TCK.B) is interested in entering the iron ore industry and would seek to acquire a producing asset rather than develop a mining project,…

May 8, 2012

Hecla Mining announces dividend and share repurchase program on top of dismal Q1 results

Hecla's Q1 net income was off 71% to $12.4 million due to a production suspension at Lucky Friday Mine, increased exploration expenses and other one-time charges.

May 8, 2012

Zincore announces strategic partnership with First Quantum Minerals to accelerate work on copper and zinc projects

Zincore Metals Inc. (TSX:ZNC)(LMA:ZNC) ("Zincore" or the "Company") is pleased to report that it has entered into a strategic partnership with First Quantum Minerals Ltd. (TSX:FM)(LSE:FQM) ("First Quantum") Under the…