Short Term Trading Week Starting: Tues 3rd Apr, page-233

Not by any means calling this for the next hot sector, but perhaps one to keep an eye on in the next few months is Molybdenum. The Molybdenum price has been on a tear in the last month but as yet has failed to gain much traction in the media.



Not sure yet of the exact catalyst for this late stage surge, possibly just catching up to the other more well known industrial metals or perhaps people have clued on to the fact that Vanadium is not the only metal to benefit from China's toughened stance on Rebar standards. About 80% of Molybdenum is used in steel production for stainless, cast iron and superalloys. Australia certainly isn't a major contributor to annual worldwide production, however with a limited number of players potentially offers good leverage to any significant appreciation in prices.

Plenty more detail here if you want to know more about this little known metal:
http://www.ga.gov.au/data-pubs/data-and-publications-search/publications/aimr/molydbenum
http://www.australianminesatlas.gov.au/aimr/commodity/molybdenum.html

Have refined a watchlist to track changes in the sector, for anyone who is interested here is the list:



I would expect AHR, DTM, HMX and THR to be the front runners being smaller cap companies having established resources.