September 2019
Seven questions with John Deniz
AFR Markets Live checks in with the Paragon chief investment officer who got in early on the gold rally and reveals his best speculative pick in the sector.
- Vesna Poljak
January 2019
Buy, hold, sell: Xero, NAB, Alphabet, Alacer Gold, Murray River Organics
Centennial's Matthew Kidman talks with Ben McGarry from Totus, Eley Griffiths' David Allingham, TMS's Ben Clark and Dean Fergie from Cyan about stock picks.
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September 2016
Gold stocks at mercy of Australian dollar, not gold price
Australian gold stocks were looking expensive earlier in the year, but analysts say good solid companies still have room for price growth.
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- Jessica Sier
November 2015
Alacer Gold might gain from Turkish certainty
Alacer's sulphide project is on-track, but only if the final land access permit is granted imminently.
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- Elise Shaw
October 2015
Gold stocks a better bet than gold price speculation
The Australian gold sector has performed spectacularly in 2015, far in excess of the gold price, and the bull run may have further to go.
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- Stephen Cauchi
January 2015
Alacer Gold posts ‘solid quarter’, UBS says
UBS has a “buy” recommendation on Alacer Gold and a $4.10 target price noting that the gold producer had just reported “another solid quarter to close out 2014”..
- Will Willitts
Resources outlook | Only the fit will deliver
A growing supply glut in Australia’s key mining exports and the deepening commodity price malaise is expected to continue into 2015, but analysts say some niche sectors offer glimmers of hope.
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- Amanda Saunders
October 2014
Alacer Gold (AQG)
Morgan Stanley is maintaining an ‘overweight’ recommendation on Alacer Gold with a price target of $3.05 a share.
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- Elise Shaw
September 2014
B2Gold considering ASX listing after Papillon takeover
The ASX has been crying out for a genuine mid-tier gold force and there could be a couple on the horizon.
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- Sarah Thompson, Anthony Macdonald and Jake Mitchell
Alacer up 10pc after OceanaGold approaches
Canadian miner Alacer Gold jumped more than 10 per cent on the ASX on Friday after it confirmed it has snubbed a number of takeover approaches from OceanaGold.
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- Tess Ingram
Alacer Gold keeps predator OceanaGold at arm’s length
OceanaGold has attempted to engage with Alacer Gold, with plans to potentially create a new mid-market force and launch a takeover bid for the $560 million company.
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- Sarah Thompson, Anthony Macdonald and Jake Mitchell
May 2014
Alacer Gold (AQG)
JPMorgan reiterated a ‘neutral’ rating on Alacer Gold and said further positive grade reconciliations could mean the sulphide project could increase in scale.
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- Elise Shaw
March 2014
Hedge funds second-guess index changes
There are easier ways to make a living than picking S&P/ASX 200 Index changes. As Churchill Capital’s hedge fund desk said, it is like ‘second-guessing the actions of second-guessers’.
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- Sarah Thompson, Anthony Macdonald and Gretchen Friemann
January 2014
Small resources companies’ stock sinks below GFC levels
Australia’s small resources companies index is trading at levels below what occurred in the depths of the global financial crisis, despite a stronger than expected iron ore price and positive returns from the larger resources companies.
- Michael Hobbs
Gold weakness frays investor nerves
Gold miners worldwide are facing a risk of further write-downs as the plunging price for the precious metal places a question mark around some reserves that were previously seen as economic.
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- Angela Macdonald-Smith
Outlook for resources | Big miners offer safest bet
After a year of prudent management and stringent cost cutting, large resources companies are exhibiting some value again but experts are still wary of single-commodity miners.
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- Michael Hobbs
July 2013
Sell gold stocks, CBA analysts say
It’s time to talk about gold, say Commonwealth Bank of Australia analysts, recommending investors do some profit-taking and pull out of gold stocks.
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- Sarah Thompson, Anthony Macdonald and Gretchen Friemann
June 2013
Alacer’s Turkish ops overlooked, Morgan Stanley says
If Alacer Gold Corp were to sell its Australian assets, the market could focus on the underlying value from its higher-margin Turkish operations, Morgan Staney says.
- Sarah Thompson, Anthony Macdonald and Gretchen Friemann
Azure, UBS to sell Alacer Gold’s Australian mines
Gold miner Alacer Gold has appointed Perth-based advisory boutique Azure Capital and UBS to sell off its high-cost Australian mines.
- Sarah Thompson | Anthony Macdonald | Gretchen Friemann
April 2013
- Opinion
- Opinion
CBA cuts Newcrest to ‘neutral’ on gold price fall
Commonwealth Bank of Australia analysts have slashed their ratings on gold stocks in response to the plummeting price of the precious metal.
- Sarah Thompson and Anthony Macdonald