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Mineral Resources
Mineral Resources (ASX:MIN) Hits 52-Week High as Ellison Scraps Exit: Buy the Rally or Sell the Governance Risk?
Mineral Resources: 52-Week High Rally or Governance Trap? Mineral Resources (ASX: MIN) is trading near 52-week highs, having touched A$56.56 last week before settling around A$54.40, up roughly 62% over the past 12 months. The lithium and iron ore miner has staged an impressive comeback, but the rally comes with a catch: founder Chris Ellison…
Robex
Robex Resources (ASX:RXR) Pours First Gold and Seals A$2.17B Merger: Time to Buy This Stock?
Robex Resources: First Gold Pour and $2.17B Merger Approved Robex Resources (ASX: RXR) has ticked off two major boxes that we believe transform its investment case. On December 21, the company poured the first gold at Kiniero in Guinea, on time and on budget. Nine days later, shareholders backed an A$2.17 billion merger with Predictive…
FireFly
FireFly Metals Dips 4% Despite 6x Oversubscribed Capital Raise: A Buying Opportunity for Copper Bulls?
FireFly Metals Dips After the Raise FireFly Metals (ASX: FFM) edged lower on Tuesday despite announcing that its share purchase plan attracted roughly A$31 million in applications, smashing the original A$5 million target by more than six times. The copper-gold developer responded by doubling the SPP to A$10 million, imposing a significant scale-back that saw…
NEXTDC
SoftBank’s $4 Billion Data Centre Deal: Why NEXTDC Could Be the Next AI Infrastructure Winner
NEXTDC: The SoftBank Signal and What It Means for Investors Japan's SoftBank just made a bold statement about where it sees the future of AI heading. The tech investment giant announced it will acquire DigitalBridge, a US-based data centre investment firm, for US$4 billion. The deal, which values DigitalBridge at US$16 per share, representing a…
Impact Minerals
Energy Transition Minerals (ASX:ETM) Appoints US Advisor for NASDAQ Push After 150% Rally: Time To Buy?
Energy Transition Minerals rallies on NASDAQ plans, but is it priced in? Energy Transition Minerals (ASX: ETM) has delivered a roughly 150% return over the past 12 months, making it one of the standout performers on the ASX. This week, shares gained fresh momentum after the company formally announced the appointment of New York-based Cohen…
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