Ramelius Resources could be heading for its strongest quarter yet
Ramelius Resources (ASX: RMS) released its March 2026 quarterly report yesterday, revealing a headline production number of 38,093 ounces, which doesn't fully capture the company's performance. The company confirmed its full-year production guidance remains on track, and management flagged the June quarter as the biggest…
Gold Stocks
Northern Star Launches A$500M Buyback
Northern Star Resources (ASX: NST) delivered two updates before market open on Thursday. It sold 381,000 ounces of gold in the March quarter, keeping its full-year production target in sight, and announced an on-market share buyback of up to A$500 million starting on or around April 23. Managing Director Stuart…
Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026.
This wind up was not the first, and likely won't be the last. So each…
Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…
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…
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…
