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
The easiest part of an early gold story is the headline grade. The harder part is working out whether the rocks are pointing to something bigger. Surefire Resources…
Australia · Company Research
The story has moved past the courtroom Ioneer Ltd (ASX:INR) is no longer just asking investors to believe in a lithium-boron deposit in Nevada. It is asking them…
Australia · Company Research
Iluka Resources (ASX:ILU) is becoming a harder company to describe in one line. For years, the simple version was mineral sands: zircon, rutile, synthetic rutile and the demand…
Australia · Company Research
Brazilian Rare Earths Limited (ASX:BRE) is trying to change the shape of its own story. For much of the market, BRE has been shorthand for Monte Alto, the…
Australia · Company Research
Ora Banda Mining Ltd (ASX:OBM) used to be a simpler story: fix Davyhurst, lift production, prove the assets could make cash. That story has changed. The Western Australian…
Australia · Company Research
The Lindian Resources (ASX:LIN) story has changed shape. For a long time, it was easy to describe Lindian as a rare earths developer with one main question in…
Australia · Company Research
OD6 Metals Ltd (ASX:OD6) has spent much of 2026 turning Quinn Fluorspar from an option agreement into the centre of its critical minerals pitch. The latest update adds…
Australia · Company Research
A capital raising is never the full story for a junior resources company. It is the receipt for the story management wants to tell next. For Coda Minerals…
Australia · Company Research
King River Resources Ltd (ASX:KRR) has spent the past few months changing the centre of gravity in its gold story. The company exercised its option to acquire the…
Australia · Company Research
Alfabs Australia Limited (ASX:AAL) is not giving investors a clean little growth story. It is giving them something messier, and probably more interesting: a business that has spent…
Australia · Company Research
InVert Graphite (ASX:IVG) is trying to make the market look at it differently. Until this week, the cleaner version of the story was easy enough to understand. InVert…
Australia · Company Research
InVert Graphite Limited (ASX:IVG) is not a long-established graphite producer with a balance sheet full of operating cash flow. It is an early-stage exploration company that has changed…
