Ever wondered how the younger generations might view the decades-old, once-popular and indestructible Nokia mobile phones?

Perhaps something like this…

Ah yes… A Nokia fossil, from in the Myspacian Period.
by inpics

Those were the days — when mobile phones were actually used to call people and email was only accessible at work.

Now here’s what you might have missed on Stockhead this week, but everyone else didn’t, and liked the most.

 

1. Stockhead V-Con: The Lachlan Fold’s rise to fame

This latest V-Con focuses on one of Australia’s hottest mining addresses – New South Wales’ Lachlan Fold Belt.

The region is host to Newcrest Mining’s (ASX:NCM) giant, low-cost and successfully producing Cadia copper-gold mine. But it is the recent success by a number of juniors – kicked off by Alkane Resources (ASX:ALK) with its Boda discovery in September last year – that has propelled the region into the spotlight.

This week the experts talk about the region’s unique qualities, why it has drawn so much international attention and what drivers will keep the area in the investment spotlight for years to come.

Tune in if you missed it.

 

2. RockTalk: A new dawn for nickel? [Part 2]

Nickel is such a hot topic right now that we decided to continue the discussion in our latest RockTalk.

Populating the expert panel for this discussion is Alex Passmore, managing director of Rox Resources (ASX:RXL) and Mark Wilson, managing director of Legend Mining (ASX:LEG).

The group discussed how nickel will perform into 2021, what price is needed to see greenfields producers entering the market and what the capital raising environment is like, among other things.

 

3. New data shows the impact of COVID-19 on Australia’s investment banking sector

Merger and acquisition deals have been put on ice, but local investment bankers have been kept busy elsewhere in the first half of the year, Refinitiv says.

The data provider’s half-year market update reveals some strong trends in terms of how Australia’s capital markets functioned through the crisis.

Sam Jacobs has all the details.

 

4. ‘Profit from disruption’: Two Australian brokerage platforms on the surge in post-COVID trading

Unlike past economic upsets, investors have been hitting the stock markets in droves.

This has been a frequent point of discussion for the experts, who are all proffering their views on what exactly is going on.

Sam Jacobs caught up with representatives from two domestic trading platforms — US-focused Stake and new entrant Marketech Focus – to find out what they’re witnessing right now.

Here’s what he found out.

 

5. The small caps with the news flow as the copper ‘party’ starts to gear up

Predictions of copper prices rebounding rapidly as global economies begin to emerge from coronavirus-induced hibernation and major government spending programs kick in are starting to look bang on the money.

Demand growth from infrastructure-heavy stimulus programs and major supply disruptions in South America because of the still rising COVID cases are pushing prices higher.

All this bodes well for copper juniors, particularly those putting out material announcements in this environment.

Stockhead took a look at four ASX-listed copper explorers expected to be pumping out the news over coming months.

 

6. The cost of servicing solar farms is about to get really expensive

As the renewable energy sector ages, the next step is maintenance — a cost that is likely to hit $9.4bn globally by 2025 just for large-scale solar alone.

About 5 per cent of solar power systems around the world are nearing the end of their inverter life, a device that converts the variable current of a photovoltaic solar panel into one that can be fed into a commercial electrical grid and which needs to be replaced every 10 years.

But Wood Mackenzie says that number is getting bigger. Read on if you missed it.

 

7. The healthcare winners and losers after COVID-19, and what comes next

Fortunes were to be made in ASX health stocks during March and April as investors looked for salvation from the COVID-19 pandemic fears rocking markets.

However, once the two biggest health stocks ResMed (ASX:RMD) and CSL (ASX:CSL) are taken out of the data, Australia’s health sector was just as badly beaten up as the rest of the ASX.

Rachel Williamson runs through just how far they fell, who the lucky ones were and where the opportunities lie.

 

8. Gold (and gold explorers) climbing on COVID-19 second wave concerns

Gold just keeps going from strength to strength, particularly as the US raises concerns of a second wave of COVID-19 infections.

“So far, in the United States, efforts to contain the virus have not been particularly successful,” Boston Federal Reserve President Eric Rosengren said. (No surprise there!)

This is a good time for the gold explorers to keep busy, with the investor cash flowing.

Bevis Yeo looks at what some of the juniors have been up to while gold prices keep rocketing.

 

9. Investors told to avoid general strategies and look for COVID-19 ‘endgame winners’

Our readers are clearly loving the investor strategy stuff we have been putting out.

This particular article looks at JP Morgan’s suggestions for picking a winner.

Probably no surprise that gold rated a mention (again).

Read on if you missed it the first time around.

 

10. OZ Minerals’ Cassini takeover the latest in a rush of resources M&A action

The bigger miners are on the prowl again, and Cassini Resources (ASX:CZI) is the latest junior to catch the eye of $3.4bn OZ Minerals (ASX:OZL).

The deal will hand OZ Minerals the remaining 30 per cent of the advanced West Musgrave nickel-copper project in WA.

Find out who else has landed on the radar of the bigger players.

 

Have a good weekend!

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