ASX Announcements
Appendix 3Y Change of Director's Interest Notice - B Harris
Change of Director’s Interest Notice
- May 3, 2024
- 3 pages
Application for quotation of securities - SFR
Appendix 2A (Application for Quotation of Securities)
- May 3, 2024
- 6 pages
Notification of cessation of securities - SFR
Appendix 3H (Notification of cessation of securities)
- May 3, 2024
- 4 pages
Today
AusSuper sets sights on becoming a global force in critical minerals
Australia’s largest industry super fund will step up its investment in battery metal lithium as it seeks to grow its $12 billion critical minerals fund.
- 7 mins ago
- Elouise Fowler
This Month
Investors urge caution as Rio Tinto eyes BHP’s $60b Anglo bid
Rio Tinto should not challenge BHP for control of Anglo American, and should instead target smaller lithium and copper producers, a major investor says.
- Peter Ker
January
How a big new solar farm became a stranded asset
A perfectly good solar farm will be dismantled in 2024 just seven years after its high-profile launch. Bureaucrats insist it was a good use of taxpayers’ money.
- Peter Ker
December 2023
Sandfire Resources says sorry in Indigenous heritage row
The copper miner discovered the issue as it considered selling the De Grussa site in Western Australia. Those operations were closed earlier this year.
- Brad Thompson
August 2023
New Sandfire boss says M&A must pass ‘very’ high bar
Sandfire’s new Spanish and Botswana copper mines are yet to achieve their full potential, making a multibillion-dollar bid for a third mine unlikely.
- Peter Ker
Metals Acquisition Corp posts bumper drilling results, market yawns
The New York-listed company posted an impressive set of numbers by anyone’s count on Monday, but the update failed to rouse the market.
- Sarah Thompson, Kanika Sood and Emma Rapaport
June 2023
Critical minerals stocks are now worth more than gold
The value of major ASX-listed critical minerals stocks has surged to $86.2 billion from $8.6 billion in 10 years and are now more valuable than 25 companies comprising the gold index.
- Peter Ker and Vesna Poljak
South32 weighs tilt at Botswana copper mine Khoemacau, hires RBC
Street Talk can reveal that South32 has hired RBC Capital Markets to help prepare an indicative bid for the $US2 billion-plus Khoemacau Copper Mining in Botswana.
- Sarah Thompson, Kanika Sood and Emma Rapaport
April 2023
New Sandfire boss says good copper assets hard to find
Brendan Harris says copper miner Sandfire focused on its growth portfolio but has to at least look at other options.
- Brad Thompson
- Opinion
- Chanticleer
Who will win the race to replace BHP’s $9.8b target OZ Minerals?
Copper M&A’s hot, Sandfire Resources M&A plans may not be. Some investors would prefer the copper miner to get its existing assets firing before making more big acquisitions.
- Anthony Macdonald
March 2023
Sandfire’s Botswana copper neighbour comes up for sale
Sell-side bankers are understood to have pushed out an auction for Khoemacau to the second half of this year, giving Sandfire more time to think if it would fit within its stables.
- Anthony Macdonald, Sarah Thompson, Kanika Sood and Emma Rapaport
More copper deals on the way as Chinese miner mulls NSW exit
A decade after it acquired Rio Tinto’s Northparkes mine, a Chinese miner is understood to be about to test market interest.
- Peter Ker
January 2023
Barrenjoey’s top battery metals picks ahead of earnings season
Barrenjoey likes lithium producers IGO Ltd, Pilbara Minerals, and Mineral Resources. Rare earths producer Lynas may also surprise this earnings season.
- Tom Richardson
December 2022
New boss bides his time as Sandfire makes copper crossover
Copper producer Sandfire Resources is entering a new era and counting the days until its chief executive-in-waiting can start work.
- Brad Thompson
Sandfire Resources starts buyer hunt for DeGrussa mine; Azure hired
Copper miner Sandfire Resources has hung a for-sale sign at its original moneymaker, Degrussa mine in Western Australia, which is due to cease production this financial year.
- Anthony Macdonald, Sarah Thompson and Kanika Sood
Persistent REIT discounts suggest more HPI’s to come
There’s only one Tony Pitt in Australian property, but he has a knack of sparking corporate activity.
- Anthony Macdonald, Sarah Thompson and Kanika Sood
November 2022
Citi bears downgrade Sandfire despite projected 2023 copper boom
Major copper demand is unlikely before 2023, despite hopes of a China reopening buoying the share price.
- Updated
- Elouise Fowler
October 2022
Timing is everything in Peabody’s pursuit of Coronado
War in Ukraine has inverted the normal coal price hierarchy, making it a good time for a thermal coal miner to forge a $9.2b merger with a coking coal miner
- Peter Ker
September 2022
Sandfire boss Simich calls time
The copper miner’s chief executive of 14 years, Karl Simich, will depart just months after the exit of a chairman who had served 12 years at the top
- Peter Ker
OZ, Sandfire take front row seats to Queensland copper consolidation
The two big copper miners are indirectly involved in a plan to consolidate a patch of the Cloncurry copper district.
- Peter Ker
