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…
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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…
Australia · Company Research
Why CuFe’s A$15.35m deal matters more than the cheque
The interesting part of CuFe Ltd’s (ASX:CUF) latest capital raise is not the A$15.35 million. That matters, of course. Small resource developers usually need cash before they can…
Australia · Company Research
Austral Gold is no longer just a survival story
Austral Gold Limited (ASX:AGD) is the kind of small gold producer that can look simple from a distance and complicated up close. It owns producing gold and silver…
Australia · Company Research
DeSoto Resources Starts Drilling the Part of Timbakouna the Market Can Actually Test
That is the useful thing about the latest update from DeSoto Resources Ltd (ASX:DES). The company has moved its Timbakouna Gold Project in Guinea from surface logic into…
Australia · Company Research
Beamtree’s A$2m Saudi contract is not the whole story
Beamtree Holdings Ltd (ASX:BMT) announced on 5 May 2026 that it had secured an A$2m contract with Fakeeh Care Group in Saudi Arabia. The deal runs for 12…
