Market research
Mining and resources research across the US and Australia, from exploration and development projects to producing companies. Browse coverage of drilling results, resource updates, project economics, financing and commodity exposure. The articles distinguish company announcements from analysis and discuss the operating, development and funding questions behind each story. Use the market filters to explore the available coverage.
89 results
Australia · Company Research
Genesis Minerals Ltd (ASX: GMD) did what gold miners are supposed to do, but often do not. It met the number. That was enough to move the market.…
Australia · Company Research
For Talga Group (ASX: TLG), the interesting part of today’s rally was not just the size of the move. It was the reason behind it. The Talga share…
Australia · Company Research
South32 Limited (ASX:S32)) has agreed to sell most of its aluminium value chain assets to Alcoa Corporation (NYSE, ASX) in a transaction with an implied enterprise value of…
Australia · Company Research
Develop Global (ASX:DVP) has stopped looking like a company waiting for its next chapter. It now looks like a company trying to write three at once. That is…
Australia · Company Research
Greatland Resources Limited (ASX:GGP, AIM:GGP) used to be a simpler market story. Havieron was the prize, Telfer was the processing solution, and the question was whether a junior…
Australia · Company Research
Minerals 260 (ASX:MI6) has had the kind of year that can make a small-cap gold story look deceptively simple. Buy a large undeveloped gold project. Raise serious money.…
Australia · Company Research
For Duketon Mining Ltd (ASX:DKM), the Barlee Gold Project has moved from geochemical promise to drilled mineralisation. That is a useful shift for a small ASX gold explorer.…
Australia · Company Research
Solis Minerals Limited (ASX:SLM) has spent the past few months building the kind of story small-cap resources investors know well: new ground, recognised neighbours, fresh funding, and a…
Australia · Company Research
For much of this year, Corazon Mining Limited (ASX:CZN) looked like a familiar small-cap exploration story: new ground, old gold hits, a drill rig and a market waiting…
Australia · Company Research
North Stawell Minerals (ASX:NSM) is not trying to make Darlington sound complicated. The company’s 2026 exploration story now turns on a cleaner question: does the high-grade gold shoot…
Australia · Company Research
Karoon Energy (ASX:KAR) had already given investors the bad news. Now it has given them something more useful: a working well. The ASX energy stock rose 7.94% after…
Australia · Company Research
For years, Kingsgate Consolidated (ASX:KCN) was mostly read through one lens: the long, difficult road back at the Chatree Gold Mine in Thailand. That story has changed. The…
