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.…
Mining Stocks
Fortuna Metals is emerging as one of the most interesting natural rutile exploration stories in the market. The company controls the Mkanda and Kampini projects in Malawi, a combined 658km² land position that sits directly south of Sovereign Metals’ Kasiya deposit. Kasiya is the world’s largest undeveloped natural rutile resource and has already demonstrated the…
BHP Hits Record High as Copper Stocks Surge
BHP (ASX:BHP) climbed to a fresh all-time high on Tuesday, jumping 2.49% to close at A$59.78 and pushing the miner's market cap above A$300 billion as copper continues its record-breaking run. The metal is now trading at record levels, recently surpassing US$13,900 per tonne on the LME.…
Elevra Lithium Rises After US$71m Huayou Deal
Elevra Lithium (ASX:ELV) is walking away from Africa. The company has agreed to sell its interest in Ghana's Ewoyaa Lithium Project to China's Zhejiang Huayou Cobalt for around US$71 million (before fees and taxes), or approximately A$98 million, in cash. Shares finished the day 1.7% higher at A$13.74…
St George Mining (ASX:SGQ) reported new high grade Araxá drill results, including a 200m stepout that supports resource growth.
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…
Great Northern Minerals (ASX:GNM) has spent the past year reshaping itself into a more credible, more diversified US‑focused explorer, with the acquisition of the Iron Butte gold‑silver project in Nevada. This is in addition to the Catalyst Ridge critical‑minerals system in California’s Mountain Pass district.
Both matter, but one now defines the investment case. Iron Butte,…
ASX Iron Ore Stocks to Watch as Prices Hit High
Iron ore came roaring back on Friday, climbing to around US$107.86 a tonne and lifting almost every major miner on the ASX. BHP (ASX:BHP) gained 2.3%, Rio Tinto (ASX:RIO) jumped 2.7%, Fortescue (ASX:FMG) rose 1.8% to A$20.01, and the broader materials sector finished up 2.1%.…
Tungsten has quietly become one of the most strategically significant metals in the world. China controls roughly 80% of global supply, yet Beijing has spent the past 18 months systematically restricting exports, and the consequences for Western industrial and defence supply chains are now acute.
Prices are at all-time highs, the supply-demand deficit is structural rather…
Lotus Resources (ASX:LOT) Falls After Quarterly Stumble
Lotus Resources (ASX:LOT) shares plummeted 30% to close at A$0.95 on Thursday, breaking the psychologically important A$1.00 level after the company's March quarter update revealed a bumpier-than-expected ramp-up at its Kayelekera uranium mine in Malawi. The selling intensified through the afternoon session, with the stock hitting an intraday…
