Commodities

China Tanking; Yours for 99p

Shares in Glencore rattled below £1.00 in trading this morning, amid a fierce sell-off in London that sent the FTSE…

Fraught Mining Asset Sales Are Creating Opportunities

Fraught Mining Asset Sales Are Creating Opportunities $10 billion. $25 billion. The cash that analysts expected Rio Tinto and BHP…

Glencore in Talks over South American Copper Mines

Exclusive: Glencore in Talks over South American Copper Mines Glencore is in talks with Silver Wheaton and Franco-Nevada over gold…

Hold Your Hats! Copper & Nickel to Resume Downward Slide

In a fascinating new study of metal prices on the London Metal Exchange, data compiled by Sanford Bernstein analyst Paul…

Brian Dalton’s Patience Rewarded

In part three of our series on mining companies warehousing assets at a cyclical low, we look at Newfound-based Altius…

STOP PRESS – A lesson in IRRs and NPVs

By John Cornford This is a follow-up piece to my article in the September issue of Master Investor Magazine. The…

China’s One Billion Tonne Question

The billion tonne question is raging. China's tumult has been well publicised in recent weeks, but for coking coal and…

Tyrone: A Ghostly Reminder of a Punishing Cycle

On the southern border of the United States, a string of elaborate buildings sit faded by the sun. Built in…

Keith Neumeyer’s Gold Deal Binge

Gold Canyon Resources, PC Gold, Coastal Gold and Sundance Minerals; the list of companies being bought by First Mining Finance…

Matthew Hornor’s Copper Ambitions

With commodities sitting at a six-year low, Master Investor looks at mining companies who are warehousing assets for cents in…