- Page 4
Net smelter return (” NSR”) is a measure of net income for a tonne of metal concentrate. It is net of all costs such as concentrate treatment charges and penalties, refinery charges, freight costs, insurance, and marketing. It is also occasionally applied to gold doré, which is an impure form…
This is a brief update on ASX rare earth stocks. Read an overview of rare earths here and a brief summary of 8 ASX REE stocks here. This update covers 4 more advanced ASX REE stocks. Company ASX Code Share Price (c) Shares on Issue (M) Market Cap (M) Project…
Pure or primarily PGE (platinum group elements) stocks are rare on the ASX. This is to be expected, given the dearth of PGE projects in Australia. A few companies have PGE prospects that are secondary to their main endeavours, three are listed. Numerous companies suggest they have PGE prospects, mostly…
Vanadium is typically traded as ferrovanadium (FeV)or vanadium pentoxide (V2O5). It is estimated that around 73,000 metric tonnes of vanadium was mined in 2019, with China, Russia and South Africa being the largest producers. Vanadium occurs in a variety of settings: phosphate rock, titaniferous magnetite, uriniferous sandstone, bauxite, coal, oil…
The first lithium boom peaked in 2016, declined through 2017 and then made another high in 2018 before declining through to 2020. This boom was largely driven by hype around electric vehicles. The market was and is unperturbed that existing lithium resources are huge, USGS estimates reserves and resources are…
ASX listed copper-focussed producers are thin on the ground, really it’s a choice between OZ Minerals Limited (OZL, mcap $5.1B) and Sandfire Resources Limited (SFR, mcap $798M). SFR could be worth a look as the imminent closure of its main mine, DeGrussa, has led to negative market sentiment. However, there…