A big margins call for iron ore miners With ore prices rising again after post-boom cost cutting, margins are returning to extremely healthy levels. Tim Treadgold 08 Nov 2016 ·
Rinehart's cattle call traces iron ore pathway Call it portfolio diversification, but Gina Rinehart is seeing strong value in agriculture as a complement to her minerals em... Tim Treadgold 02 Nov 2016 ·
Watch for the dollar's commodities bounce A surge in mining exports is destined to feed the Australian dollar. Tim Treadgold 27 Oct 2016 ·
Electric blues: Lithium takes a stumble From Samsung's burning batteries to fears of a supply flood, lithium investors might want to think twice. Tim Treadgold 21 Oct 2016 ·
Politicians eye off mining's recovery Sovereign risk is marking an unwelcome return, in WA and abroad. Tim Treadgold 29 Sep 2016 ·
How grubstaking is feeding a mining services revival Ausdrill and Lycopodium are on the rebound as they apply one of the oldest tools in the mining finance handbook. Tim Treadgold 17 Aug 2016 ·
Wealth warnings abound on gold US fund managers have been driving Australian miners higher, but not even analysts can guess how long gold's dominance will l... Tim Treadgold 03 Aug 2016 ·
Can gold become a dividend diva? The price of gold continues to jump - and the hunt for yield is on. Tim Treadgold 20 Jul 2016 ·
Is lithium out of power? The battery metal has taken off, but it's unlikely demand will outstrip supply in the long run. Tim Treadgold 15 Jun 2016 ·
Investors return to mining stocks Punters are piling into the speculative end of the mining sector...and being very well rewarded for brave moves. Tim Treadgold 20 Apr 2016 ·
Lithium breakthrough The lightest metal is traded in small quantities, but it could be about to enjoy a prolonged period in the sun. Tim Treadgold 04 Nov 2015 ·
Is the dining boom overcooked? Despite talk of Australia moving from a mining boom to a dining boom, PE ratios look high and investors know how booms end. Tim Treadgold 23 Sep 2015 ·
Copper: Signs of life? It's not completely out of the woods, but copper's slow return to health was given a boost by Glencore's decision to cut prod... Tim Treadgold 16 Sep 2015 ·
Sims: No longer a junkyard dog Scrap metal traders are looking at a very different market in the years to come. Tim Treadgold 02 Sep 2015 ·
The view from Wall Street: Bottom for commodity stocks? Sentiment on energy and gold - and oil and metals stocks - may be nearing capitulation. Now is a good time to lean against th... Andrew Bary 12 Aug 2015 ·
Two tests for commodities Here's what commodity markets need before a convincing recovery is possible. Tim Treadgold 12 Aug 2015 ·