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Gavin Wendt

@MineLifeReport

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Providing independent coverage of Australian resource stocks, commodities and issues impacting the broader mining and energy sectors internationally.

Sydney
Joined June 2014
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Gavin Wendt
4 days
Coverage stock @dynamicmetals is set to commence a maiden 75-hole RC drill program at its flagship Widgiemooltha Project in WA's Goldfields at the Cognac West prospect. The target lies adjacent to multiple established gold producers and multiple million-ounce gold deposits.
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Gavin Wendt
15 days
Coverage stock @WAFresources is a shining example of a junior #gold explorer that has managed to successfully transition all the way through to production status - with its share price rising from just $0.08 in 2015 to above $1.60 now. WAF will commission its second mine in 2025
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Gavin Wendt
19 days
In a testament to persistence in the #exploration game, coverage stock AusQuest Limited (ASX: AQD) has announced a #copper porphyry discovery in Peru. It reinforces the hard slog that goes into an 'overnight success story'. AQD's shares up 188% at $0.023 in today's trade.
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Gavin Wendt
19 days
@RR_Stars A great result, congratulations to Greg, Graeme, Mick and the entire team. Persistence pays off!
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Gavin Wendt
2 months
Global #coal demand will hit fresh records every year until at least 2027, based on the latest IEA data, driven by record energy demand from #China and #India. And there's room for upside, as coal demand has consistently eclipsed the IEA’s predictions over recent years.
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Gavin Wendt
2 months
Coverage stock @QPMEnergy has neatly pivoted to become a leading producer of gas and emerging electricity supplier in Queensland's Bowen Basin, at a time of rising energy prices and amid warnings of increased blackout risk due to hot weather, high demand, and aging coal plants.
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Gavin Wendt
2 months
Coverage stock @DynamicMet_DYM has risen from a low of $0.13 in July to a current price of $0.245. DYM is making strong exploration progress at its flagship Widgiemooltha Project in WA's goldfields, with strong #gold anomalies at its Cognac West prospect, set for drilling in 2025
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Gavin Wendt
2 months
#Coal remains the world's primary source of #electricity, as #China continues its coal love affair, taking advantage of lower prices and boosting energy security. On a YOY basis, China's coal imports are up 26.4%, as prices fell in November to $90.15/mt from $104.48/mt a year ago
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Gavin Wendt
2 months
Coverage stock @Tivan_Limited (ASX: TVN) has achieved major advances with its Speewah Fluorite Project in WA - granting of Fed Govt major project status and a $7.4M Govt funding grant. Fluorite is a critical mineral and Speewah is one of the largest high-grade fluorite resources.
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Gavin Wendt
2 months
The importance of #nuclear energy - with #France by far the largest electricity exporter in Europe, with ~60% of net electricity exports in 2024. France's mammoth nuclear fleet - the largest in Europe - has been the key driver of these exports, to countries like Germany & Italy.
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Gavin Wendt
3 months
Coverage stock @PolarXltd has released additional drilling results from its Caribou Dome deposit in #Alaska, where high-grade #copper outcrops at surface and has been intersected down to 300 metres vertical depth, remaining open, and suggesting upside to the current Resource.
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Gavin Wendt
3 months
I caught up with Stephen Baghdadi from @Dateline_DTR (ASX: DTR) this morning for coffee and an update on their US gold production plans in California. Their motto - MAGA - Mine American Gold Again! #gold #equities #resources #exploration #mining #USA #MAGA #ausbiz
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Gavin Wendt
4 months
An encouraging graphic from the perspective of the junior resource sector. The ASX Small Ordinaries Resources Index (AXSRD) (blue line - up 11.83%) has recovered virtually all of the ground that it had previously lost to the All Ords Index (red line - up 11.97%) so far this year.
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Gavin Wendt
4 months
In what could be a real turning point for the nuclear industry, the USA is set to develop and deploy its first commercial small modular reactor (SMR). Kairos Power, a US-based nuclear engineering company, recently inked a long-term deal with Google.
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Gavin Wendt
4 months
Coverage stock @MetroMining (ASX: MMI) is benefitting from record bauxite production from its mine at Weipa in QLD, as well as uncertainty around bauxite supply from elsewhere in the world, especially China and Guinea, which in turn is causing concern for alumina producers.
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Gavin Wendt
5 months
So #China is opening up more #coal mines just as the #UK bans them, meaning jobs, income and CO2 emissions are exported to China. China has more than 1 billion t/y of new coal mines in pipeline, report says
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Gavin Wendt
5 months
Coverage stock @melbanaenergy (ASX: MAY) closed up 53% in Wednesday's trade following the release of field development plans for its Alameda discovery in onshore Cuba. The company is targeting first commercial oil production during Q1 2025. #oil #energy
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Gavin Wendt
5 months
Coverage stock @NlRimfire (ASX: RIM) is undertaking a 6-hole/1,000m diamond drill program at its Bald Hill #copper-#cobalt prospect near Broken Hill in NSW to test the significance of a very strong magnetic anomaly, with encouraging results from the first 2 holes (assays awaited)
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Gavin Wendt
6 months
Coverage stock @WAFresources (ASX: WAF) (initiated @ 8c in 2015, now $1.415) is delivering consistent production and will deliver its next major #gold project, Kiaka in 2026, moving towards becoming a +400,000 ounce gold producer from 2025 to 2032.
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Gavin Wendt
6 months
Interesting to see that New Zealand has committed itself to passing laws that will reverse the current ban on offshore #oil and #gas #exploration that has been in place since 2018.
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