Australia · Company Research
ASX:1AE Is No Longer a Simple Uranium Explorer
Aurora Energy Metals (ASX:1AE) is not quite the company it was a few months ago. That is the interesting part of the 1AE story. The Aurora Uranium Project…
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Market Commentary
Evidence-led reporting across United States and Australian markets.
186 results
Australia · Company Research
A Tiny ASX Gold Stock, a Nearby Mill and a Cleaner Balance Sheet
Reach Resources Limited (ASX:RR1) has become a cleaner story and a messier one at the same time. The cleaner part is gold. Reach has pushed its Murchison South…
Australia · Company Research
From Games to AI Infrastructure: What Fortifai Is Trying to Become
Fortifai Ltd (ASX:FTI) no longer reads like a small ASX games company trying to find a better market story. Since completing the Nol8 acquisition, it has become something…
Australia · Company Research
Southern Hemisphere Mining jumps as Llahuin copper visuals extend the story
Continuity is a small word. In copper exploration, it can do a lot of work. Southern Hemisphere Mining Ltd (ASX:SUH) has caught attention after reporting visible copper mineralisation…
Australia · Company Research
IperionX Has Two Stories Running at Once. That Is the Point
IperionX Limited (ASX:IPX, NASDAQ:IPX) is no longer easy to place in one neat market box. It is a titanium technology company in Virginia. It is a rare earths…
Australia · Company Research
CCE’s next chapter is being written offshore
Wave energy has always had a credibility problem. Not because the idea lacks beauty. The ocean moves all day, all night, in places where diesel is expensive and…
Australia · Company Research
A$150m Raised, A$150m Won: Why SXE Is Scaling Up Now
Southern Cross Electrical Engineering Ltd (ASX:SXE) has spent years looking like a quiet contractor with useful exposure to the right parts of the economy. Data centres. Electrification. Infrastructure.…
Australia · Company Research
Reach Resources now has two stories. The gold project has to carry the first one
Reach Resources Limited (ASX:RR1) has moved into a more interesting stage of the small-cap resources cycle. For much of the past year, the story was about proving up…
Australia · Company Research
The Interesting Part of Dateline Resources Is Not Just the Gold
Old mines usually come back to market with one question: can they work at today’s prices? Dateline Resources Ltd (ASX:DTR) has made the question more interesting than that.…
Australia · Company Research
BUY is the ticker, not the verdict: Bounty Oil & Gas resets the story
There are stock codes that make editors nervous. Bounty Oil & Gas NL (ASX:BUY) is one of them. So let’s clear that up early. BUY is the ticker,…
Australia · Company Research
Harris Technology has a margin story now. The revenue story is less tidy
Harris Technology Group Ltd (ASX:HT8) is not trying to look like the old Harris Technology. That is the point. The business still carries a familiar Australian IT retail…
Australia · Company Research
AQXO Is Not the Story. Horn Island Timing Is
The ticker looks like the story. It probably is not. Alice Queen Limited (ASX:AQX) has a quoted options line, AQXO, that gives holders exposure to the company through…
