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Finance / Investing & Trading Reports

Investing & Trading Reports
  • Is Nigeria Moving From Oil Into Gold?

    When it comes to gold in northern Africa, the focus has always been on places like Ghana and Burkina Faso. With growing exploration activity pushing into neighboring countries like Cote d’Ivoire the last few years. But news this week suggests that potential in this region may now be opening up across a wider area. For one thing, the Democratic Republic of Congo announced this week that its 2015 gold production increased 30 percent as compared to 2014 — hitting 820,000 ounces for the year. As the map below shows, this big jump in gold output comes a long way southeast…

  • Here Are The First Two High-Profile Downgrades In Energy And Mining

    I wrote in late January about 175 mining and energy firms being placed on watch for credit downgrades — potentially signalling a wave of financial problems coming across the resources sector. And this week the ratings shoe dropped on two big names — one in mining, and one in oil and gas. The first casualty was the world’s largest copper miner, Chile’s state firm Codelco. Related: Computerized Trading Creating Oil Price Volatility S&P this week said it is lowering Codelco’s rating to A+, down a notch from AA-. Which knocks the major miner out of the classification of “high grade” debt,…

  • Private Equity Financing In Mining Jumps 238%

    One of the world’s biggest mining events kicked off yesterday: the Mining Indaba in South Africa. And one of the initial presentations at this big show provided some shocking numbers on mining finance — showing that private equity investment in the minerals sector is seeing an unprecedented surge. The research came from natural resource specialist law firm Berwin Leighton Paisner (BLP). Who told Indaba attendees that their data shows private equity buying in mining took a big jump during the past year. Related: Tesla Falling Out Of Favor With Investors All told, BLP’s numbers showed that private equity poured $3.15 billion…

  • The World Has Never Seen A Mining Exploration Scheme Like This

    As I’ve been discussing the last several months, reforms in India’s mining and exploration sector have been coming quickly of late. And this week things appear to have reached a climax. With the government saying it will offer a historic licensing round for exploration tenements — under one of the most unusual sets of conditions ever seen in the global minerals business. Local press reported Wednesday that the government has identified 100 land packages with potential for various minerals — which are now to be offered to the private sector under a “reverse auction” process. Related: Oil Companies Market Caps Crushed…

  • Junior Shale Player Expected To See Share Price Triple

    With new projects the world over languishing under $30 oil, Argentina’s world-class shale venues, supermajor deal-making, $68 oil, and a new pro-business government which continues to impress, it looks like the only junior on the scene is poised for gains. Madalena Energy (CVE: MVN; OTCQX: MDLNF) has been oversold in the downturn, presenting an opportunity for big returns as some analysts reiterate a C$0.75 share price target--a tripling of today’s price from the current C$0.25 level. The prized Vaca Muerta shale has attracted major players such as Shell (NYSE:RDSA), Chevron (NYSE:CVX), Wintershall, ExxonMobil (NYSE:XOM), Total SA (NYSE:TOT), Petronas, PlusPetrol and…

  • World’s No.2 Platinum Miner Faces Huge Political Risk In Zimbabwe

    Experts at Johnson Matthey said last month that platinum is likely to post a bigger-than-expected supply deficit for 2015. And news this week suggests that platinum production could be hit even harder than these observers are predicting. That comes from the world’s number three platinum-producing nation, Zimbabwe. Where the government is making a strong move against the world’s second-largest platinum mining firm, Impala Platinum. Local press reported Monday on statements from Impala’s Zimbabwe operating subsidiary, Zimplats. Which noted that the company could be at risk of losing half of its land holdings in the country, following an edict from national…

  • Will This Bureaucratic Battle See Prime Copper Assets Coming For Sale?

    Very interesting drama unfolding in one of the world’s top mining nations the last few weeks. That’s Indonesia — where a top copper miner is grappling with its future in the country. The firm is Freeport McMoRan. Which late last week once again ran afoul of Indonesian authorities over exports of copper concentrate from the company’s mines. Freeport had been exporting copper under a temporary license from the Indonesian government. A measure that became necessary after Indonesia imposed an export ban on unprocessed minerals in late 2013. Related: Russia Cries Dyadya (Uncle), Is Saudi Arabia Listening? Since then, Freeport had been…

  • All Eyes on Saturn Minerals’ Williston Basin Drilling

    It’s all about triage now for big oil companies in western Canada, and ‘maintenance’ is the code word for taking a drilling break. But the smaller players here can actually benefit from lower costs, faster production ramp-ups, higher prices for crude, and—even in this dismal atmosphere—promising new discoveries. With expensive shale drilling at a standstill, investors are starting to look at attractive land plays, zeroing in on Saskatchewan’s little known Bannock Creek in the prolific Northeastern Williston Basin, where a junior explorer is drilling a well that may surprise us all. Canadian-based Saturn Minerals (TSXV: SMI) is drilling on the…

  • Chinese Mining Giant To Ramp Up Copper Production

    The world lost a great mine this week: the Century zinc operation in Australia. Where the operator, China’s MMG, shipped the final loads of concentrates that the operation will ever produce. But even as Century is dying off, MMG said it is bringing on another giant operation — in a different part of the world, with a completely different metal. Copper. MMG said Wednesday that its Las Bambas copper mega-mine in Peru is coming on faster than expected. With the operation likely to exceed previous production forecasts this year.By a lot.Related: Russian-OPEC Production Cut Remains A Long Shot MMG announced that…

  • Here Are 175 Resource Companies On The Verge Of Financial Upheaval

    The New Year is bringing some seismic shifts across the natural resources industry. With a huge swath of mining and energy companies being warned this week on coming changes to their finances. The opening salvo came last Friday, from ratings agency Moody’s. Which said it is placing 175 companies in the minerals and petroleum sectors on watch for downgrades to their credit ratings. Lower commodities prices were the major trigger for the warning. With Moody’s saying that the collapse in crude is jeopardizing credit ratings for 120 firms in the oil and gas sector. Related: Oil Up 3% But Bearish News…

Martin tiller