Category: Resource sector

Resource sector

Uranium remains hot – what stocks do we own?

Cameco reported quarterly earnings that were ahead of expectations overnight and talked to a strong backdrop for ongoing strength in the global Uranium market – shares rose 8.06%.

ASX:SBM 08/07/2020

St Barbara (SBM) operations post best quarter in years

Resource sector 25/06/2019

Should you buy healthcare stocks or resources stocks?

ASX:NCM 03/04/2019

What gold stocks should you buy?

ASX:FMG 31/01/2019

Fortescue (ASX: FMG) on track 6 months into the year

ASX:BHP 29/01/2019

Should you be buying iron ore stocks as they rally?

ASX:BHP 22/01/2019

BHP first half not too far from the mark

ASX:BHP 01/11/2018

BHP launches a big capital return

ASX:NCM 24/10/2018

Newcrest (NCM) quarterly report shows no surprises

ASX:BHP 17/10/2018

Rio Tinto kicks off quarterly production reports

ASX:FMG 11/10/2018

Fortescue (FMG) outperforms on buy-back news

ASX:AWC 04/10/2018

Alumina (AWC) jumps with further Brazilian outages

ASX:FMG 03/10/2018

Morgan Stanley see risks in Fortescue’s earnings

ASX:RIO 20/09/2018

Rio Tinto launches more buybacks, brought to you by the exit of coal

ASX:NST 03/09/2018

Northern Star (ASX:NST) strikes gold in Alaska

ASX:IGO 29/08/2018

Independence (ASX:IGO) result meets downgraded guidance

ASX:FMG 20/08/2018

Twiggy pays a big dividend, no surprises from Fortescue

ASX:PLS 03/08/2018

Pilbara push on with Pilgangoora

ASX:RIO 02/08/2018

Rio Tinto first half result; A bit of a mood killer

ASX:SYR 30/07/2018

Syrah miss production, more reason for shorts to cheer

ASX:BHP 27/07/2018

BHP to get big windfall for US shale assets

ASX:FMG 26/07/2018

Fortescue lower despite a record quarter

ASX:ILU 24/07/2018

Prices help Iluka’s second quarter

Latest Reports

Weekend report 31/05/2025

Weekend Q&A: As we approach the EOFY, the ASX200 is flirting with its all-time high

The ASX 200 rallied on the final trading day of May, closing up +0.3% for the session, leaving the index just ~2% below its all-time high. Overall, an excellent performance by the Australian bourse, advancing +3.8% for the month, shrugging off the ongoing uncertainty around tariffs and rising long-dated bond yields. However, a more dovish than expected RBA, a strong banking sector, suspicions of overseas buying, and a market caught underweight stocks after their dramatic “V-shaped” recovery from Trump's “Liberation Day” was enough to drive the local market back towards the 8600 area. With pullbacks well supported in one of the most hated bullish advances that we can recall, it makes for a compelling argument that new highs are just around the corner.

Afternoon report 30/05/2025

The Match Out: Sell in May (& go away) not the go this year, ASX gains 3.8%!

The final trading day of the month carried the ASX to a 3.8% gain over the period and now within ~200pts of all-time highs with investors brushing off tariff risk and shifting focus back to fundamentals.