Category: News

As the world sits back and wonders where on Earth all the copper required for net zero is going to come from, it’s a good time to examine where most of it comes from right now – good old porphyry deposits. They currently account for over 60% of global copper production.

Every second week we invite a leading fund manager to present at The Insider: Meet the Fund Manager. In June 2023, we were joined by Jeremy Bond, Chief Investment Officer of Terra Capital who chose NGEx Minerals Ltd (TSXV: NGEX)…

As the UN Security Council convened last week to discuss the risks of Artificial Intelligence (AI), ASX-listed companies across sectors ranging from healthcare to security are finding ways to integrate the technology into their business.

The time between now and Felix Gold’s (ASX: FXG) maiden resource estimate due in the fourth quarter of this year is hastily narrowing, and a raft of assays continue to flood in with exciting indications as to what it might hold.

Despite being in the midst of a commodities supercycle, global minerals exploration seems to be in a state of scarcity and inefficiency driven disarray. The fate of net zero ambitions now lies with the industry experts who have developed next generation, AI-driven discovery techniques – and Mine Discovery Fund (MDF) is at the forefront of this endeavour.

Japan, a country that refuses to limit its innovation capability, has taken its prowess in building hi-tech trains and cooking up sumptuous ramen and merged them to create a train powered by ramen broth – all in the name of sustainability.

The verdict is in. Lowe is out. The Reserve Bank of Australia (RBA) has announced that Phillip Lowe will relinquish his title of RBA Governor after a single seven-year term that ends on 17th September 2023. The RBA has appointed Deputy Governor Michele Bullock as Mr Lowe’s successor.

While copper had a slight pullback off the back of weaker than expected economic data from China, the base metal has managed to hold steady above US$3.8/lb as the time between now and worrying supply shortfalls draws closer. Refined copper consumption is expected to significantly accelerate in 2024 before a forecast copper supply shortfall that begins in 2025 is predicted to worsen every year for 10 years straight.

Felix Gold Ltd (ASX: FXG), the largest minerals claim owner in Alaska’s esteemed Fairbanks Gold Mining District, has announced assay results confirming high-grade discoveries of one of the US’s and European Union’s most critical minerals – antimony.

Every second week we invite a leading fund manager to present at The Insider: Meet the Fund Manager. In May 2023, we were joined by Roscoe Widdup, Co-Founder and Portfolio Manager of Triple 8 Capital who chose Nidec Corp (JT:…

In the lead up to this week’s The Insider: Meet the Fund Manager, Anthony Murphy from Lucerne Investment Partners sat down with Reach Markets to provide a bit of information about  his investment strategy, industries of interest and discusses the exclusive Lucerne Select Alpha Fund (LSAF) that is targeting annual returns above 20% across a rolling five year period.

Despite being in the midst of a commodities supercycle, global minerals exploration seems to be in a state of scarcity and inefficiency driven disarray. The fate of net zero ambitions now lies with the industry experts who have developed next generation, AI-driven discovery techniques – and Mine Discovery Fund (MDF) is at the forefront of this endeavour.