KEY POINTS
Vault shares traded around A$4.60 today, up 14.71%.
Vault remains on track to meet FY26 production guidance of 332,000 to 360,000 ounces.
The earlier unfranked maiden dividend of A$0.07 per share showed growing confidence in cash flow.
The Regis merger could create a gold producer with…
Mining Stocks
KEY POINTS
Larvotto Resources (ASX: LRV) fell about 15% to A$1.13, even after signing a major gold deal and nearing first production.
The good news: a seven-year deal for Glencore to take all of Hillgrove's gold concentrate (about 15,000 tonnes a year), with first production due in August. Its antimony is sold separately…
KEY POINTS
Core Lithium (ASX: CXO) shares fell about 6% to A$0.24, even though the company landed a second cash-raising deal with Glencore.
The drop looks more like a soft day for lithium stocks than a reaction to the news, which was mildly positive.
Its stockpile sales have now raised about A$28.5…
Investors who thought Pan African Resources’ acquisition of Emmerson Resources would mean the latter company disappearing completely are wrong. The mid‑tier African gold producer will keep Emmerson's ASX listing in a move that will see its shares trade on three exchanges simultaneously (the LSE, JSE, and now the ASX) giving Australian investors direct access to…
KEY POINTS
Iron ore fell to a two-month low as Guinea's huge Simandou mine ramps up shipments, and more supply means lower prices.
That dragged down Australia's big miners: Fortescue (ASX: FMG) fell 4.1%, while BHP (ASX: BHP) and Rio Tinto (ASX: RIO) each lost 3.3%.
Simandou is still ramping up and…
Morella Corporation (ASX:1MC) reports broad rubidium intercepts at Mt Edon including 54m at 0.17% Rb₂O ahead of a maiden JORC resource estimate.
When a resources junior on the ASX releases a Feasibility Study, the market tends to gravitate toward the headline numbers: resource size, grade, mine life and headline NPV. These are the figures that move share prices in the first hour of trading. But they are rarely the numbers that determine whether a project is financeable,…
Coronado Global Resources (ASX:CRN) was one of the biggest movers on the ASX on Monday, with the stock jumping around 20% after the company agreed to sell its loss-making Logan Mining Complex in West Virginia. The buyer, Kentucky-based Phoenix Coal Holdings, is paying only a "nominal" amount of cash. So why the strong reaction?
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Last week, we wrote about the IEA's Global EV Outlook. The message was clear: That 2025 was a watershed year for EV demand and 2026 will be stronger still. But a couple of things stood out for us and they were the sections on whether or not more electric vehicles would mean more mining and…
ASX Mining Stocks Worth Watching While Commodities Stay Resilient
Australia's mining stocks have been one of the most resilient corners of the ASX, and that strength stands out given how much the macro backdrop has shifted in recent weeks. Earlier in May, falling oil prices and hopes of easing Middle East tensions sparked a rotation…
