The Zinc Market

Zinc is the fourth most produced metal behind iron, aluminium and copper. About 75% is used as a coating (galvanising) to protect iron and steel from corrosion. It is also used in brass and bronze, as a casting alloy and in other industries such as chemicals and agriculture. All living…

Markets are Expensive Now – Where to Post-Election

A useful snapshot of market value is the trailing price to earnings ratio (P/E). some look at forward P/E’s, but this includes future earnings estimates which may be in error. However, a problem with the standard 12 month trailing P/E is that abrupt market moves can cause a disconnect between…

Top Ten Australian Gold Miners

The following details are for Australia’s top ten ASX-listed gold companies. Of most interest is the dramatic difference in P/E between the top four and the next five. Note that GOR has only just become profitable and results are only for the first half.  A stronger second half will see…

The Future for Coal

Background There are two principal types of coal: coking and thermal. Coking coal is heated in an air free oven to produce coke and various volatiles. The coke is virtually all carbon and is used as a reductant with iron ore to produce steel. Thermal coal is of a lower…

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