This Month
‘Brace for swings on every tweet’: Investors bamboozled by peace talks
Stocks were supposed to soar on Tuesday. Instead, the ASX finished up just 0.2 per cent as jittery traders await Donald Trump’s next move.
Why last year’s safe haven assets are now getting smashed
Gold and silver went gangbusters in 2025 as Donald Trump’s tariff chaos drew safe haven demand. But war in the Middle East has investors running for the exit.
Solaris IM locks in cornerstones for new LIC, L1 Gold returns slump
L1’s unlisted gold fund’s performance – 182.7 per cent net return since inception – has taken a hit over the past two weeks. But only L1 knows by how much.
Drill, baby, drill: It’s boom time for mineral and petroleum explorers
Pre-revenue exploration companies are holding a record $12 billion of cash as investors chase returns through the discovery of new mineral, oil and gas deposits.
L1 Capital shoots towards $1b for new gold LIC, founders tip in $100m
The fundie looks like it is on track to hit the maximum fundraising limit it set itself for the listed investment company.
Gold powerhouse Northern Star struggles to shed junior explorer past
Investors who followed the company’s Three Wise Men more than a decade ago will have made a killing. But huge expansion is creating serious growing pains.
Gold giant Northern Star crashes to earth after another guidance cut
The ASX’s biggest gold miner could be in danger of becoming a bargain takeover target after $13 billion was erased from its market value in a fortnight.
The Maloney family’s share trade timing is golden
A bit of luck can save you $34 million, it turns out. Even if it requires a quick about-face from an earlier pledge not to sell more shares.
Cygnus Metals, Emperor Energy launch cash calls
It’s not the best time to be raising fresh equity, unless you are Koala or an ASX-listed junior hoping to dig out gold, copper or oil.
Traders forced to liquidate gold to cover sharemarket losses
Gold slumped more than 6 per cent overnight as a violent sell-off in global equity markets has forced investors to sell the yellow metal to meet margin calls.
Investing in gold is like playing musical chairs with money
The precious metal has captured the imagination for centuries. But even a cursory look at its track record shows its no sure fire way of finding good returns.
L1 goes for gold with new listed investment company; roadshow underway
The $16.5 billion fund manager is pursuing an initial public offering for a new ASX-listed gold and precious metals investment company.
Energy stocks, gold producers to surge as Iran strikes rattle markets
Analysts have predicted that oil prices could surge by $US20 a barrel when trade opens on Monday after shipping routes through the Strait of Hormuz were closed.
February
Chalmers eyes budget upgrade as gold eclipses gas exports
The gold rally marks the latest in a string of revenue windfalls for the Albanese government, which has also benefited from a jobs boom and soaring energy prices.
Gold miner Santana Minerals to launch $120m equity raising
Sources said stockbrokers Bell Potter and Canaccord Genuity were wall-crossing investors over the weekend about a $120 million capital raising.
First Quantum-backed copper hopeful Prospect Resources seeks $40m
Fund managers were offered shares in the African battery metals explorer at 38¢, an 8.4 per cent discount to the last close.
Northern Star pushes back $1.3b gold mine build
The Hemi project in WA shapes as the nation’s next big gold mine, but Northern Star says the wait for first production will be longer than previously expected.
Evolution Mining rewards investors with bumper dividend
The $30 billion gold miner has signed a deal with Canada’s Triple Flag to tap a deposit at its Northparkes operations in NSW.
VanEck’s global boss says gold’s bull run is only just getting started
Investors pulled money from gold ETFs this month after the yellow metal’s historic price rise hit a speed bump. But Jan van Eck says all the drivers are still in place.
Data and dollar show the RBA raised rates too soon
If the currency’s appreciation sticks, it will reduce inflation by early 2027 by a bit over one percentage point relative to where it would have been otherwise.
