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.
94 results
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…
Australia · Company Research
The easy way to read Orpheus Uranium Limited’s latest announcement is to start with the land number. That would miss the more interesting point. Orpheus Uranium Limited (ASX:ORP)…
Australia · Company Research
DevEx Resources Ltd (ASX:DEV) has spent the past year making its uranium story bigger. The next phase is simpler: put holes in the ground and let the rocks…
Australia · Company Research
Cauldron Energy Ltd (ASX:CXU) has given the market a new reason to look again at Yanrey, its uranium project near Onslow in Western Australia. The latest announcement is…
Australia · Company Research
Redstone Resources (ASX:RDS) has spent years being read through one main lens: copper in Western Australia’s West Musgrave region. On 18 June 2026, that story widened. The company…
Australia · Company Research
Mamba Exploration Ltd (ASX:M24) has given investors the kind of exploration headline small-cap gold stocks are built around: more than 20km of strike. The ASX announcement, released on…
Australia · Company Research
The easy version of the Nelson Resources (ASX:NES) story is that it has a Nevada gold project in a famous mineral belt. The harder version is more useful:…
Australia · Company Research
Bougainville Copper Limited (ASX:BOC) is one of the ASX’s strangest resource stories. It has a famous copper-gold asset, a mine that has not operated since 1989, and a…
