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Mining Stocks

Fed rate cut
Is the Mining ‘Goldilocks’ Phase Just Beginning? What It Means for ASX Miners
A “Goldilocks” phase in the mining sector describes an environment where multiple favourable elements align: commodity prices remain solid yet not extreme, demand fundamentals are supportive rather than collapsing, production costs are under control, and investment risks are manageable. In such a scenario, mining companies generate reliable cash flows, maintain capital discipline, and return value…
Western Yilgarn
Western Yilgarn Shares Jump 20% After Launching High-Grade Gallium Exploration in WA
Western Yilgarn (ASX: WYX) has begun ground exploration for high-grade gallium mineralisation at its Ida Holmes Junction Project in Western Australia, marking an important step forward in the company’s critical minerals strategy. Gallium is a vital element used in semiconductors, AI chips, and clean energy technologies, making it one of the most strategically important materials in…
South32
South32 (ASX:S32): Is it the dark horse amongst ASX 200 miners or have cyclones and commodity prices hit it too hard?
South32 (ASX:S32) began life as a spinoff from BHP back in 2015, capitalised at $9bn. In mid-October 2025, it is capped at $14bn - not a bad effort considering spin-off companies can sometimes underperform. Just ask Falcon Minerals (ASX:FAL) and Minerals260 (ASX:260), which came out of Chalice and Liontown respectively. However, shares have been volatile, well…
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