MINING FINANCE / INVESTMENT

CAPITAL RAISING

Barclays calls Vale's dollar denominated bonds cheap after euro issue

Thursday , 18 Mar 2010
The dollar-denominated bonds fell heavily Wednesday after a euro-denominated bond was issued for the first time
QUARTERLY COMMODITIES REVIEW

Commodities "moderately bullish" in a two-speed world - SocGen

Wednesday , 17 Mar 2010
Moderately bullish on commodities as a whole for the year, Société Générale asserts that prices are likely to vary considerably from metal to metal with a strong emphasis on developing economies still a major theme.
9.36% STAKE VALUE US$1BN

Papua Govt. seeks Grasberg mine royalties hike for Freeport Indonesia stake

Wednesday , 17 Mar 2010
A Papua provincial government official says increasing Papua's percentage of Grasberg royalties would help finance the government proposed 9.36% stake in PT Freeport Indonesia without partnerships.
ALLEGED LABOR, HUMAN RIGHTS, ENVIRONMENTAL VIOLATIONS

Unions ask Norway's Govt. Pension Fund to drop Grupo Mexico holdings

Wednesday , 17 Mar 2010
Fed-up Mexican mining unions are aiming to hit Grupo Mexico where it hurts the most, convincing institutional investors to divest Grupo shares.
BRIDGE REBUILDING

Chinalco may be lining up for a stake in massive Oyu Tolgoi gold/base metals mine

Tuesday , 16 Mar 2010
The big Oyu Tolgoi base metals and gold project in Mongolia could see investment from Chinalco as Rio Tinto continues to rebuild bridges with China.
ECONOMIC OUTLOOK

Lots of bulls in China's shop

Sunday , 14 Mar 2010
With chunky economic numbers from China boosting commodity prices we take a brief look at the country's position in different market places - while noting also that hopes for a recovery in global trade appear to be borne out by freight rates
$175M FOR PROJECT DEVELOPMENT, EXPLORATION

Paulson, Soros hedge funds complete NovaGold investment

Friday , 12 Mar 2010
Despite years of struggling, NovaGold has struck gold with the financial backing of two of the world's best known hedge fund managers, John Paulson and George Soros.
MONSTER SOUTH AUSTRALIAN DEPOSIT

Is Carrapateena on the auction block?

Wednesday , 10 Mar 2010
The Carrapateena polymetallic project raised eyebrows earlier this decade with what must be the best mineral intersection ever in Australia but it has been relatively dormant since the global financial crisis. Now development options are being explored - an euphemism for a joint venture or sale.
INVESTMENT INSIGHTS

China commodity story still intact but challenges abound - Mobius

Wednesday , 10 Mar 2010
The search now is for companies that benefit from China but are not totally dependent on it
GOLD PRICES TO STILL OUTPERFORM EQUITIES

E&Y says 2009 ‘extraordinary' for mining with changes to resonate for years

Tuesday , 09 Mar 2010
Ernest & Young's Tom Whelan suggests Canadian mining's openness to foreign investment has put Canadian miners in a unique position on the international stage this year.
PDAC CONVETION

Chinese off-shore mining investment must be accompanied by domestic reform

Tuesday , 09 Mar 2010
As Chinese foreign mining investment has yet to truly gather momentum, it needs to be simultaneously accompanied by domestic business reforms for the nation to truly become a major player in the sector.
EYING THE AMERICAS

AngloGold Ashanti could split ops - CEO

Monday , 08 Mar 2010
Mark Cutifani said the group is considering such a move in order to boost returns to shareholders and increase its valuation
WILL HELP TO FUND SIERRA GORDA

Shares in Quadra Mining jump on JV with Chinese utility

Monday , 08 Mar 2010
The group has formed the joint venture with China's largest utility company to help expand its Chilean operations
A GLANCE AT 36 STOCKS THAT BENEFIT

Coking coal: back on proverbial fire

Monday , 08 Mar 2010
Lucky stocks with exposures on the rip as contract negotiations said to see prices up 55% to USD 200 a tonne.
IPOS

Mongolian miners looking to list

Monday , 08 Mar 2010
A top executive at an Ulan Bator-based financial services firm maintains that Mongolian owned and operated resources firms are actively searching for investors and seeking out markets like Hong Kong, for possible IPO opportunities
$100M IN VALUE KNOCKED OFF

Kenmare shares slump to 10-month low on discounted share placement

Friday , 05 Mar 2010
The group plans to use the funds raised in the heavily discounted placing to fund expansion of production at its Moma mine in Mozambique
TIRE PROBLEM OVER

Osisko Mining says mining equipment costs, particularly tires coming down

Thursday , 04 Mar 2010
The group said prices on items like oversized truck tires have come down from boom prices and suggested that miners who have planned costs based on 2007-08 prices could be in for savings
TIME WILL TELL

New coking coal indices launched

Thursday , 04 Mar 2010
The indices, created by Energy Publishing are intended to help the industry move away from annual contract pricing
BMO GLOBAL METALS & MINING CONFERENCE

Royal Gold's Jensen says IRC acquisition, Andacollo royalty provide wonderful growth platform

Tuesday , 02 Mar 2010
Royal Gold's friendly merger with cross-town royalty rival International Resources Corp., combined with royalties from the Andacollo deposit, provides a wonderful base to grow the company.
12-MONTH RALLY REMAINS INTACT

Coal dust, gold dust

Monday , 01 Mar 2010
Coal stocks, led by seaborne coking coal, remain in excellent demand.
INVESTMENT INSIGHTS

Miners are no easy meat for bankers

Friday , 26 Feb 2010
The sweet and the sour: a look at the changing role of debt in global mining.
BOND ISSUES

Investors relishing possibility of first BHP bond issue in 9 years

Wednesday , 24 Feb 2010
Speculation around such a possibility was sparked by announcements the diversified miner has scheduled meetings with bond investors next month
INVESTMENT INSIGHTS

Smoke, mirrors and reality among major diversified miners

Tuesday , 23 Feb 2010
In terms of real financial paybacks to investors, hype from the major diversified mining companies can cloud the reality.
INFLATION RISKS

Inflation risks lurk within new Australian mining boom - RBA

Tuesday , 23 Feb 2010
Reserve Bank of Australia's deputy governor says the current boom enjoyed within Australia's mining circles could last beyond 2020 but policymakers need to be disciplined to make sure inflation is contained
INVESTMENT INSIGHTS

Just how strong are the world's biggest miners?

Monday , 22 Feb 2010
A three-year review of ten of the world's biggest miners kicks some conventional wisdom in the head, but is otherwise fairly calming.
FIRST HALF EARNINGS

African Rainbow Minerals reports 80% drop in first half headline earnings

Monday , 22 Feb 2010
The group said earnings were hurt by the strong rand and lower commodity prices
BEYOND THE HEADLINES

African Barrick Gold - how to raise a quick billion

Friday , 19 Feb 2010
African Barrick Gold should capitalise at USD 4bn, minimum, supplying Barrick with a cool billion for selling a quarter stake.
INVESTOR HUB: Gold / Copper

   


TOP STORIES

VANADIUM ENHANCEMENT PROMISE

The future's hot for lithium - and getting hotter

Saturday , 20 Mar 2010
Lithium is not just a flavor of the year. It is in high demand for hybrid and electric vehicles, laptops, cell phones and will remain even more so as technology is perfected and consumer demand increases globally. The Gold Report interviews Jon Hykawy.
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