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…
Market research
Mining and Resources
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
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
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
Genesis Minerals Wants 500,000 Ounces. The Hard Part Starts Now
Genesis Minerals (ASX:GMD) is no longer just another ASX gold producer catching a strong gold price. It is trying to become something more deliberate: a district-scale gold business…
Australia · Company Research
Aspire Mining has the coal. Now the road, plant and funding have to work
For years, the Aspire Mining Limited (ASX:AKM) story has been easy to describe and hard to prove: a large Mongolian coking coal project, close to China, waiting for…
Australia · Company Research
Cazaly Resources: the gold story is no longer just about one intercept
The easy version of the Cazaly Resources Limited (ASX:CAZ) story is that the company has hit more high-grade gold at Goongarrie. The more useful version is that Cazaly…
Australia · Company Research
Kingsland Minerals now has two stories running at once
Kingsland Minerals (ASX:KNG) has spent the past year trying to make its story bigger than a graphite resource. That part is working, at least on paper. Leliyn has…
Australia · Company Research
Almonty Just Raised US$700m. Now Sangdong Has to Do the Talking
For years, Almonty Industries Inc. (ASX:AII, NASDAQ:ALM, TSX:AII) was largely a tungsten development story with one big question sitting above it: could the company turn Sangdong, the historic…
