The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
Mining Stocks
Brazilian Rare Earths jumps after high yields at Monte Alto
Brazilian Rare Earths (ASX: BRE) climbed 3.5% to A$4.05 on Wednesday after releasing breakthrough ore sorting results from its flagship Monte Alto project in Brazil. The test work achieved metal recoveries of 96-99% while more than doubling feed grades from 12.4% to 27% TREO in…
Fortuna Metals (ASX:FUN) is a classic 'nearology' play for investors, and a unique one at that. 'Nearology plays' have deposits in the same district as larger companies that have had success and the hope is that these companies can have the same success. Often, there can be more than a dozen plays that pitch their…
Resolution Minerals: Nasdaq bid and antimony upside
Resolution Minerals (ASX: RML) is making a bold play for US investors, filing a registration statement with the SEC as the first step toward a Nasdaq dual listing. The company has also set up a Level 1 ADR facility on the OTCQB market, allowing American investors to buy…
Investor's Summary
Commodities de-levered hard: gold dumped below US$5,000 briefly and silver cratered up to ~30%, consistent with forced liquidation in a leveraged market.
Risk snapped back on US growth data: Wall Street led as the Institute for Supply Management manufacturing index jumped to 52.6, signalling the strongest expansion since early 2022 and…
Drill Results Put Mkanda on the Map
Fortuna Metals (ASX:FUN) has just flagged extensive, high-grade rutile mineralisation from drilling at its Mkanda project.
For a bit of context, since October 2025, Fortuna Metals has owned the Mkanda and Kampini tenements, which cover 658 km² in Malawi and are prospective for rutile and graphite.
What makes this acquisition…
Apollo Minerals secures permit win and $6.5m raise as tungsten tightens
Apollo Minerals (ASX: AON) surged more than 200 per cent this week after France's highest court reinstated its exploration permit at the Couflens tungsten-gold project. The company followed up by raising A$6.5 million to accelerate drilling and feasibility work at the historic Salau mine,…
Scandium is a metal that few investors except those in Sunrise Energy Metals (ASX:SRL) would be aware of, but this may not remain the case for too much longer. Sunrise's Syerston project hosts one of the largest known primary scandium resources in the world and has an NPV of >$270m.
Let's take a closer look at…
Liontown Hits Cashflow Neutral After Going Fully Underground
Liontown (ASX: LTR) just hit a major turning point. The company delivered its December quarter results this week, and for the first time since production began, Kathleen Valley is paying its own way. Revenue jumped 91% to A$130 million, while unit operating costs fell 17% to A$910…
Iluka Hit by the Worst Mix Higher Capex, Lower Prices, Rising Debt
Iluka Resources (ASX:ILU) saw a sharp sell off of around 15%, which is a meaningful move for a business with a market capitalisation of roughly A$2.78 billion. The reaction suggests investors were uneasy about the near term earnings setup and the balance sheet…
