Coppermoly Limited (ASX: COY): Interesting Times Ahead

Coppermoly is an ASX-listed exploration company focussed on copper-gold-molybdenum projects.  All its projects are on New Britain Island in PNG. The Nakru, Simuku and Talelumas projects are all joint ventured with Barrick (PNG Exploration) Ltd, wherein Barrick holds 72% and Coppermoly 28%. Barrack earned its interest through exploration expenditure of…

China: Regaining its Rightful Place?

Listening to commentary about China’s woes, there seems to be a sense that China has done its dash and will move to slow or no growth. While this may be so, it flies in the face of the historic record. China has been the world’s largest economy for most of…

The Investment Clock: Revisited

There are numerous variations to the age old “investment clock”. Citigroup’s version below is the most relevant to our market that I can find.   There was a time when I entered the market many moons ago as a starry eyed analyst, that you could “almost” set your watch to…

Valuation of Mineral Assets: Introduction

The valuation methodology used to assign a value to a mineral asset depends upon how advanced the asset is, and what information is available to the valuer. However, all valuation methodologies have one factor in common: the opinion of the valuer. The valuation of a mineral asset therefore includes subjective…

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