Have you ever heard the term 'nearology play'? This term is alluding to the following recurring rhythm: A company announces a major discovery, the market erupts, and within days every explorer holding ground within a 50‑kilometre radius is suddenly treated as the next potential winner. Investors call it nearology. Geologists tend to roll their eyes.…
Lithium Stocks
Anson Resources (ASX:ASN) and POSCO Holdings approve binding terms for a A$7.2m DLE demonstration plant at Green River Lithium Project in Utah.
Develop Global (ASX:DVP) has won a A$274m underground contract at Core Lithium’s Finniss Project, adding A$120m of annual revenue from July 2026.
Albemarle (NYSE: ALB), the world's biggest lithium producer, just delivered an eye-popping result. Profit jumped 672% to US$319 million in Q1 2026, blowing past expectations. The lithium business alone saw earnings nearly triple, and shares rallied sharply on the news.
For ASX lithium investors, this matters far more than one strong US quarter. We believe it's…
Jindalee Lithium (ASX:JLL) has launched an A$11 million raise to fund McDermitt workstreams and the US Elemental NASDAQ listing.
Today, this author will be walking into the 2026 RIU Sydney Resources Roundup (say hello if you see me, especially if you're coming across from Perth), and is expecting a pattern to unfold over the next 3 days.
Every company will have a high-quality asset, every jurisdiction will be “Tier 1,” and every management team is…
PLS Group (ASX:PLS) closed a US$600M debut Senior Notes offering at 6.875% due 2031, retiring drawn revolving credit and repositioning the balance sheet ahead of P2000 and Colina FIDs.
Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
In this article, we look at why you may want to invest in commodities.
To cut to the chase, we think investors should consider to invest in commodities. It is an excellent way to diversify your portfolio and add a layer of protection against market volatility. But there are several different ways that individuals can invest…
