Gavin Wendt

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

[Gavin Wendt @MineLifeReport]

Recent geophysical/sampling results enhance the big picture potential at @PolarXltd's Alaska Range project, with potential for a feeder system that can link the existing deposits and would be the icing on the cake for farm-in partner, Northern Star Resources, which is after scale

[Gavin Wendt @MineLifeReport]

@ChuckChunder007 Diplomats are usually ex-pollies who headed for the political exit before they got voted out at the next election.

[Gavin Wendt @MineLifeReport]

@flagshipmineral has reported a maiden JORC 2012-compliant MRE for its Isidora Norte #gold deposit in Chile, comprising 115.2Mt @ 0.56 g/t Au for 2.1Moz of Au – within a gold porphyry footprint up to 1200m long, 900m wide and 400m deep. $FLG is trading at A$35/Resource ounce.

[Gavin Wendt @MineLifeReport]

An insightful article that highlights the potential pitfalls in the critical minerals space if Western governments don't align themselves in terms of coordinated action that can help prevent repeating the mistakes of the past. https://t.co/4aFwDFXJ5s

[Gavin Wendt @MineLifeReport]

@ChuckChunder007 Julie's got a bit of spare time on her hands these days.

[Gavin Wendt @MineLifeReport]

Proposed export rule changes in #Indonesia have the potential to have a major impact on supply and pricing for both #coal and #nickel, amongst other major commodities. #Energy markets are particularly rattled at a ​time when LNG supply disruptions are boosting ‌coal demand.

[Gavin Wendt @MineLifeReport]

Coverage stock @bartongoldBGD $BGD (initiated April ’23) has a DFS underway for ‘Stage 1’ operations at the Central Gawler Mill, targeting initial works by the end of 2026. BGD is also targeting a PFS and Mining Lease application for the ‘Stage 2’ Tunkillia Project in parallel.

[Gavin Wendt @MineLifeReport]

@ChuckChunder007 There was a 150-for-1 share consolidation.

[Gavin Wendt @MineLifeReport]

@ChuckChunder007 Yep, she's now loaded up with the smashed avo.

[Gavin Wendt @MineLifeReport]

@ChuckChunder007 Well said, the hypocrisy is palpable.

[Gavin Wendt @MineLifeReport]

Coverage stock @adx_energy $ADX has identified 7 #gas-bearing sand intervals within its HOCH-1 well in Austria; wireline logging will determine reservoir quality, thickness and gas saturation. HOCH-1 is the first of three shallow gas prospects to be drilled. #energy #oil #gas

[Gavin Wendt @MineLifeReport]

The war with Iran has boosted prices of globally traded natural gas by ​throttling exports from the Gulf. However, in the US, gas is so abundant that some producers must pay to have it taken away, as US gas pipelines and exports plants are presently at maximum capacity.

[Gavin Wendt @MineLifeReport]

Coverage stock @PolarXltd $PXX is set for its largest exploration season ever commencing mid-June 2026 in Canada, largely comprising an initial 10,500m diamond drilling program at the Caribou Dome #Copper Project. The proposed budget for the 2026 exploration program is ~US$6.9M.

[Gavin Wendt @MineLifeReport]

I recently joined Gemma Dale on nabtrade’s Your Wealth podcast to provide a detailed overview of the current commodities environment. https://t.co/8ku5w7CHal

[Gavin Wendt @MineLifeReport]

Likely a lot of it will!

[Gavin Wendt @MineLifeReport]

Major fund managers are heralding a sustained rally in #mining and #metals as money floods into the sector at the fastest pace in years driven by robust #AI infrastructure, rising ​defence spending and a shift away from expensive #tech stocks. https://t.co/cSc3IPScsu

[Gavin Wendt @MineLifeReport]

@ChuckChunder007 Surprisingly, kicking out the French and replacing them with the Russian 'security' hasn't turned out too well.

[Gavin Wendt @MineLifeReport]

Coverage stock @ElevraLithium delivered a strong MarchQ report at its NAL operation, confirming 2026 production and sales guidance, with accelerated #lithium production planned. $ELV has limited exposure to diesel prices (just 5% of site costs) due to use of renewable hydropower.

[Gavin Wendt @MineLifeReport]

#Nickel prices are showing resilience, driven by better than expected demand and supply-side problems emanating from #Indonesia. The International Nickel Study Group predicts a supply deficit of 32,000 tons for 2026, which replaces a previous forecast of a 261,000-ton surplus.

[Gavin Wendt @MineLifeReport]

@ChuckChunder007 But..but...it supports the "principle" of open access.