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2011

Jan 2011 - China Stopping?

China is Not Going to Stop...

We have said it before and are repeating it here again, namely China is not going to stop. We made our annual visit to the China Mining Conference that was held last year (in November 2010) in Tainjin. We have visited the conference every year since 2004, and seen them gradually evolve to hosting over 3000 delegates.

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Feb 2011 - The Fuzzy Clock

The Clock's Fuzzy!

The latest update on the lion “clock” by the Lion Selection group release on the 28 February 2011, has it about half-way through a possibly shorter cycle this time. The clock used to work quite well – at least for two 10-year cycles to 1997 and 2008, but appears to have become ”Fuzzy” as illustrated by the numerous IPOs and exploration occurring before, during and after the mergers, not after as shown in Figure 1.

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Apr 2011 - The Key to Edna May

“New” Techniques Unravel the Key to Edna May

Catalpa’s initial asset was the old Edna May mine and surrounding tenements along the Westonia Greenstone Belt, on the northern outskirts of the town of Westonia, about halfway between Perth and Kalgoorlie (or ~310km east of Perth).

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Jun 2011 - Broken Hill Conf

Broken Hill's New May Addition to the Mining Conference Calendar

We attended the inaugural Resources and Energy Symposium (RES) 2011 Conference held one week after the May RIU conference in Sydney and run by Kerry Stevenson's Symposium Company. Innovatively, the profits from the RES conference go into a scholarship program that provides funds to educate students wanting to undertake tertiary education within the resources field.

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Jul 2011 - Carbon Tax

Gold Sector expected to pay $3bn by 2020 or ~A$40/oz from July 2012

Or at least that was the expectation in a MCA presentation at the Annual Stockbrokers' Conference in Sydney in late May 2011. At that conference, 3 papers were presented on the planned Carbon Tax (one by the MCA and two by Deutsche Bank) that appeared to cover most of the issues associated with it.

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Aug 2011 - Dealer of the Year

The Dealer of the Year was...

...quite surprisingly Ivanhoe for its Oyu Tolgoi transaction with RIO, at this years' Diggers 'n Dealers Conference in Kalgoorlie from 1 to 3 August 2011. It came as a surprise to many that it was not either Equinox, Andean or Alacer, especially as (we assume) share price appreciation should have been one of the main factors.

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Sep 2011 - The Devil you...

...than the one you don't, or so the saying goes

You have to wonder whether Australia's proposed introduction of the RSPT has awakened a sleeping dragon with many countries applying new taxes and announcing mining restrictions since then. Even the individual states of Australia are applying increased royalties.

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Oct 2011 - Salt Lakes

Using Salt Lakes as an Exploration tool

The following is based purely on observation. However, the fact is that when salt lakes have straight line edges, they appear to have been due to underlying structures - which is a logical afterthought.

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