West African Gold — Plenty to Play For

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In an 80-page report, Jim Taylor and David Bird have reviewed the state of the West African gold sector. The piece includes features on the area, the main countries involved and the companies active in the space. The gold industry in West Africa remains healthy. Gold output is robust, with slowly declining average grades partly offset by improved recoveries. Six…

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RFC Ambrian – Comment

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Wave Swell Energy*** got a fair bit of coverage in the Australian press this morning, with articles such as this. We’re assisting Wave Swell in a capital raising at the moment. The company is developing its wave energy generation technology, and is carrying out commercial trials off Tasmania’s King Island ahead of a potential listing. Full details on the company…

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Mineral Sands — Shifting Up A Gear

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In a full sector report, we take a detailed look at where things stand in the mineral sands sector. Over the past 18 months the mineral sands industry has moved through an inflexion point, creating the most favourable outlook for companies in the past five years. Product prices for TiO2 feedstock and pigment have been rising, and both markets are…

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Graphite — Coming to the Party or a Massive Flake?

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The Alchemist, Issue 33: Graphite has been threatening to take off since 2014, when Tesla Motors announced plans to build a lithium-ion (Li-ion) battery gigafactory (despite their name, Li-ion batteries require significantly more graphite than lithium to produce). Since the announcement, graphite prices have fallen, with demand not increasing to the high levels that were forecast, and a number of…

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The Australian Dollar – Overpriced?

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The Alchemist, Issue 32: Brief – Currency Update Introduction The Australian dollar is near its two-year high at US$0.797/A$ Recent strength in the Aussie dollar’s value has widely been attributed to Australian macroeconomic and global factors: The Australian unemployment figure of 5.6% in June is near its lowest point in 3.5 years The Prime Minister, among others, has suggested that…

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