Features: August 18, 2008
What have we learned from this year’s Diggers and Dealers? For one thing, the mood grew visibly more downbeat as the week went on. Diggers is up there in the first rank of international mining conferences, but this year, as the
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Features, Commodities: August 18, 2008
The commodity bull market has a long way to go. This bull market is not magic. It's not some crazy "cycle theory" I have. It does not fall out of the sky. It's supply and demand. It's simple stuff.
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Features: August 14, 2008
Bringing the crops through to harvest is difficult enough this century. Weather patterns have created havoc for farmers the breadth of the globe. For the Georgia farmers for whom, against the trends elsewhere, growing conditions
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Features: August 13, 2008
Much has been written in the media about the impact of skyrocketing labour and other input costs in mature metal mining markets. However, in this time of seemingly insatiable Chinese demand, high costs are not the concern; lost
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Features: August 12, 2008
Many years ago, when I was working at the Financial Times, there was a file on a colleague’s desk that grew fatter by the week. “What’s that?” I asked one day. “That’s my pension. One day I’m going to write a book about De
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Features: July 22, 2008
Glancing back over the expert opinions of a random selection of UK investment gurus down the years, you’d be forgiven for having made the assumption that China was and is having an arbitrary lease of economic good fortune before
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Features: July 09, 2008
Full year financial results have just come out from Avocet Mining. Apart from a US$36 million hit taken by the company on a slightly obscure hedging arrangement, they look pretty good. Cash flow’s up, production from continuing
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Features, Minews Story: July 09, 2008
Take heart all you directors of junior mining companies cowering in your trenches and thinking the world has come to an end just because your share prices have been falling. It’s called a bear market and bear markets never last
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Features: July 08, 2008
If you look around the world, it’s an undeniable trend: the Chinese are coming. In many cases they’ve already arrived. They’re arriving in sub-Saharan Africa by the plane-load. They’re busy on the ground in South America. They’re
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Features, Commodities: July 07, 2008
It was a few weeks ago now, but it will take far longer for the memory to fade – the memory of Ivanhoe Mines executive chairman Robert Friedland barking like a dog while expressing his views about gold, onstage at the World
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