Fortescue's Record Shipments Face Cost Hurdles
Fortescue (ASX: FMG) fell more than 5% on Thursday after releasing its December quarter results, closing at around A$21.46 despite posting record first-half iron ore shipments. The sell-off came as investors focused on rising costs rather than strong volumes. Hematite C1 costs jumped 5% quarter-on-quarter to US$19.10 per wet…
Mining Stocks
Critical Metals, Defence Demand and a US-Focused Growth Story
For investors looking to uncover opportunities in structurally growing sectors, the reshoring of US manufacturing and the push to secure critical mineral supply chains continue to create meaningful tailwinds. Amaero (ASX:3DA) is emerging as a supplier of high value refractory spherical metal powders, including titanium alloys…
Today's 'list of stocks' is of ASX resources stocks working with big automakers.
If an ASX resources company (particularly at the development stage) wants a ringing endorsement for its project, there is nothing else like a big automaker signing as an offtake partner - in other words, to take the metal from the project and use…
Australian Strategic Materials Surges 119% on Takeover News
Australian Strategic Materials (ASX: ASM) surged 119% to A$1.59 after US-based Energy Fuels announced a A$447 million takeover offer. The deal values ASM shares at A$1.60 each, representing a 121% premium to the previous close of A$0.72. For ASM shareholders who have watched the stock slide from…
Sovereign Metals Discovers Rare Earths at Kasiya
Sovereign Metals (ASX: SVM) jumped 27% after the company revealed a high-value monazite concentrate rich in heavy rare earths in the tailings from its Kasiya project. The discovery adds a third critical mineral stream to what is already the world's largest rutile deposit and second-largest flake graphite resource.…
Evolution Mining Hits Record Cash Flow with Strong Gold Production
Evolution Mining (ASX: EVN) surged 9.4% to a fresh all-time high, closing the session at A$14.78 after hitting an intraday peak of A$14.85 and a record operating mine cash flow of A$1.06 billion for the December quarter. This marks the eighth consecutive quarter…
Why the Market Re-Rated This Uranium Update
Despite broader market volatility, Paladin delivered a strong operational result, with the share price rising around 10% following the quarterly update. In our view, the move reflects improving execution and growing confidence in the company’s production profile.
During the quarter, Paladin produced 1.23 million pounds of uranium and sold…
Bellevue Gold is recovering, but high costs remain the key risk
Bellevue Gold (ASX: BGL) produced 32,031 ounces in the December 2025 quarter, up roughly 10% from the 29,100 ounces it delivered in September. The stock closed at A$1.76 following Tuesday's trade, remaining near fresh 52-week highs and more than double its August low of…
Strickland Metals keeps hitting thick gold at Shanac ahead of the resource update
Strickland Metals (ASX: STK) just dropped another set of impressive drilling results from its Shanac gold project in Serbia. The latest hole hit 113 metres of gold mineralisation grading 1.7 grams per tonne, with a richer zone inside running 28 metres at…
Donald Trump Buying Greenland. This is a prospect that was raised during his first presidency, but has just been raised again. And this was not just a fanciful idea, but he declared 'we need' it for the 'economic security' of the United States - refusing to rule out using military force to obtain it. And…
