Newcrest Mining Placement - Increased Exposure Will Likely Be Accretive to Earnings
Newcrest Mining (NCM AU) is looking to raise A$1bn (US$656m) to increase its exposure in an mine that NCM already has a stake in.In this note, we...
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Saracen Mineral Holdings – Doubling Production Into a Surging Gold Price Is Not a Bad Combination
With the gold price breaking out higher cost miners such as Saracen Mineral Holdings look attractive. In particular, the strong volume growth...
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Aussie Equities Month in Review (September 2019)
The ASX 200 shrugged off a poor reporting season and another barrage of downgrades in September to gain 1.8% during the month. Higher bond yields...
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Gold: Gold Stocks Making a Comeback?
we expand on our previous note Gold: Is It the Beginning of New Golden Era or End of the Bull Run? Our analysis of returns on gold and gold-stock...
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Tracking a Slowdown Path for Aussie Equities
The Fed has massaged market expectations of lower official interest rates and with other central banks jumping onboard global financial conditions...
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