Category: Resource sector

Resource sector

Copper punches above US$14,000/MT sending related stocks higher

Resource sector 02/11/2023

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

Latest Reports

Weekend report 22/08/2026

Weekend Q&A: The miners are poised to surge higher on Monday

The ASX 200 slipped 0.6% last week despite stellar gains by the healthcare (+9.2%) and materials (+5.6%) sectors, as the “Big Four Banks” continued to weigh heavily on the local index. We're three weeks into August and reporting season is going “ok”, but the polarisation between the miners and banks remains entrenched: the miners are rallying with strength in copper and gold while the banks are struggling, being hit with the trifecta of a crunch in housing activity, net interest margin compression, and rising risks of bad debts - as Led Zeppelin famously sang in the 70’s “The Song Remains the Same.”

Afternoon report 21/08/2026

The Match Out: ASX lower as healthcare and REITs drag; GYG shines and gold miners hold firm

The ASX 200 finished lower today taking the weekly decline to around 0.6% as the market gave back part of Thursday’s rebound. The index traded in a relatively narrow range through the day, but underneath the surface the tone remained patchy, with Real Estate, Technology and Consumer Discretionary doing most of the damage while Financials finally managed to stabilise after a very weak run.