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June Quarter Production And Diggers Preview

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    June Quarter Production And Diggers Preview

    By admin | Latest Research | 0 comment | 10 July, 2018 | 0

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    The ASX Resources indexes have recorded double digit gains in FY18 reflecting positive moves in commodities across the board. Gold stocks continued to perform well with the XGD gold index up 18%. Mid-tier gold miners have run hard and we now see them trading on metrics similar to North American Peers. As such, there is better value in the smaller producers. The real strength however came from sectors exposed to base and battery materials with the S&P 300 Resources Index (XKR) up 34% and the Small Resources Index (XSR) up 45%. In base metals, M&A is intensifying as the number of quality developers dwindles after a series of acquisitions in FY18. We argue that for further inorganic growth, companies must start looking offshore due to the high price and lack of Australian domiciled assets. The Diggers and Dealers (D&D) conference is just around the corner and we highlight our key picks in the sector and identify key themes and expected newsflow.

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