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…
Mining Stocks
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 (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…
Every once in a while, a small-cap company finds itself at the intersection of policy, technology, and global supply chain realignment. VHM Limited (ASX: VHM) is one of those names right now. With rare earth markets in flux following China’s latest export restrictions, Western nations are scrambling to secure alternative supply chains. Into this tension,…
The Australia US Critical Minerals Deal is officially a thing. The countries have signed an agreement to speed up investment in critical materials projects. The purpose is to boost supplies of those materials to counter China's dominance of the market.
The governments will spend more than US$3bn together in the next 3 months, and the US…
ASX Gold Explorer Mount Hope Mining Leaps 40% on Drill Results
Mount Hope Mining (ASX: MHM) was the biggest mover on the ASX today, soaring 40% after releasing standout results from its maiden drilling program at the 100%-owned Mt Solitary project in New South Wales. Among the highlights were near-surface gold intercepts of 19 metres…
The list of ASX Stocks Hancock Prospecting is invested in became one member longer the other day, as Gina Rinehart's company chipped in $22.5m to St George (ASX:SGQ). In our view, this is just as good a time as any to take a look at some of the stocks Hancock Prospecting is invested in. And…
New Geophysical Study Uncovers Major Gold Prospects for Dateline Resources
Dateline Resources (ASX: DTR) just dropped an announcement that could enhance the outlook for its Colosseum Gold and Rare Earths Project in California. The company brought in independent geophysicist Dr Kate Selway to run a deep analysis of its underground data using two advanced survey…
The possibility that gold prices crash in 2026 (or even in 2025) is a prospect that no investor should rule out. We get it, we may appear 'doomsayers' and gold may continue to rally into 2026. You could just say 'winners are grinners', in reference to those who have been profiting from the rally.
But still,…
American West Metals (ASX:AW1) has just given investors something to talk about. The stock surged 60% after the company completed a $7 million placement at an 18% premium to its 30-day VWAP, a rare sign of strong institutional confidence in today’s market. For a small-cap explorer, that kind of premium pricing isn’t just about raising…
