AACo down on Queensland flood uncertainty
Australian Agricultural Company (ASX: AAC) slipped around 2% to A$1.42 after the company warned that Queensland floods would have a "material impact" on its FY26 earnings. Three of AACo's 27 cattle stations have been hit by severe flooding in the state's Gulf region, putting approximately 55,000 cattle at risk.…
Capstone Copper: Is This a Buying Opportunity?
Capstone Copper (ASX: CSC) fell 4% to A$14.51 last week after workers at its Mantoverde mine in Chile went on strike starting January 2, 2026. Union #2, which represents about half of Mantoverde’s workers and roughly 22% of Capstone’s total staff, walked out after pay talks broke down.…
Chariot Resources’ Nigeria Lithium Opportunity
Chariot Resources (ASX: CC9) has started 2026 with a bang. The company just signed a deal with Shanghai GreatPower, one of China's biggest battery materials suppliers. If things go well, Shanghai GreatPower could buy up to 200,000 tonnes of lithium concentrate per year from Chariot's Nigerian projects. The deal also…
Sandfire Resources: ASX Copper Stock to Watch in 2026
As the ASX begins its first full trading week of 2026, Sandfire Resources (ASX: SFR) has become a key test for the copper sector after its share price surged an impressive 94% in 2025. For investors watching the copper space, this momentum reflects a company that…
ASX Gold Stock in Focus: Northern Star Selloff Explained
Northern Star Resources (ASX: NST) fell 8.6% to close at A$24.43 on Friday, making it the worst performer on the ASX 200 to start 2026. The selloff came after the gold miner revealed a string of operational problems that forced it to cut FY26 production guidance…
ASX Defence Stocks: 3 Names to Watch in 2026
Global defence spending reached a record US$2.7 trillion in 2024, the steepest annual increase since the Cold War. For Australian investors, this isn't just a headline; it's a structural shift with real implications. Australia's defence budget is growing at 5.9% annually, with nearly A$2.7 billion earmarked…
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…
ASX silver stocks: 5 names to watch in January 2026
Silver had a wild December. The metal surged to a record US$84 per ounce before crashing 11% to around US$73 in its biggest single-day drop since 2020. While profit-taking played a role after a 140% rally, the selloff was accelerated by the CME Group raising…
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…
IPD Group (ASX:IPG) jumped 5.5% to A$4.43 on Tuesday after announcing it will buy Platinum Cables for A$37.5 million. The stock has now rallied 58% since hitting lows in June, which raises the big question: is there still room to run, or is the easy money already made?
The deal looks smart on paper. IPD is…
