There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
Gold Stocks
Temas Resources (ASX:TIO) has two critical minerals projects in Quebec and a metals processing technology that could be useful to advance the company's own projects and those of others. Investors would be aware of the success of Metallium (ASX:MTM) and potentially wondering which company could be the next one. In our view, Temas is at…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
Look at the board of Greatland Resources (ASX:GGP) and you'll notice 2 names: Mark Barnaba and Elizabeth Gaines. Both also serve on the board of iron ore giant Fortescue (ASX:FMG), but they are also number one and number two for highest paid ASX 300 directors having taken home $4.52m and $1.88m respectively.
Now, yes, those amounts…
It is always tough for junior ASX resources companies to realise their ultimate ambitions. There might be short-term jumps from favourable commodity price movements, drilling results or the results of scoping or feasibility studies. But one of these milestones is a partnership with a major miner and this could be particularly important whether as a…
ASX Gold ETFs May Be Smarter Than Gold Miners
It has been a rough week for ASX gold investors. Gold fell through the psychologically important US$5,000 mark, dropping as low as US$4,500, after the US Federal Reserve held rates steady but signalled just one rate cut for 2026, down from the two cuts markets were…
ASX Gold Stocks Fall After Fed Hold
Gold has fallen sharply over two sessions, dropping to a low of US$4,573 before recovering to around US$4,840, still representing a decline of roughly 9% from pre-Fed levels near US$5,011. The trigger was the US Federal Reserve holding interest rates steady at 3.5% to 3.75% for the second…
Here Are 6 of the Best Performing ASX ETFs in the last 12 months! And Why They’ve Rallied So Strong!
Although there are over 400 ETFs on the ASX, the best performing ASX ETFs stand head and shoulders above their peers. This article outlines the top 6 and why each has done so well.
What are the Best ASX Stocks to invest in right now?
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6 of the Best Performing ASX…
It is easy to think of ASX Stocks that are a compelling case to buy, but tougher to think of ASX Stocks Not To Buy. Often, people are lured into companies because they represent compelling thematic right now: surging gold prices, copper's electrification boom, resilient healthcare demand, and a quick-service restaurant sector that keeps growing.
But not…
Pantoro Gold slides after another guidance cut
Pantoro Gold (ASX: PNR) lost nearly a third of its value in seven days after cutting its full-year gold production target for the second time in quick succession. The culprit this time was ex-Tropical Cyclone Mitchell, which dumped heavy rain across the company's Norseman operations in Western Australia,…
