Perenti CEO Change Drives 4% Stock Rise
Perenti (ASX: PRN) climbed 4.1% on Wednesday after the company named Dr Vanessa Torres as its next CEO, taking over from Mark Norwell on 1 June 2026. The share price reaction was calm rather than explosive, and that actually makes sense. This is not a shock announcement or a…
Mining Stocks
ASX Materials Surge: Geopolitical Factors and Market Outlook
The ASX materials sector rocketed 4.86% on Wednesday, making it the strongest-performing sector on the market. The catalyst was US President Donald Trump stating he may end military operations in Iran within two to three weeks, easing the Middle East tensions that have weighed on commodity markets…
Cassius Mining, What Actually Happened
Cassius Mining filed its Reply to Ghana’s Defence Memorial on 31 March 2026 in the international arbitration it is pursuing against the Government of Ghana.
At its core, this is a legal dispute over Cassius’ claim that Ghana unlawfully refused to renew its gold prospecting licence in the Talensi District of…
Lindian Resources $100m Raise, Stage 1 Now Debt-Free
Lindian Resources has just raised A$100M through an institutional placement at 70.5 cents per share, issuing 133.3 million new shares. The raise was managed by Petra Capital as sole lead manager and was described as fully oversubscribed, meaning investor demand exceeded the shares available. That is always…
Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026.
However, they'd…
Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…
West African Resources (ASX: WAF) owns the Sanbrado Gold Operations, brought Kiaka into first production in June 2025, and has now posted a record year with 300,383oz of gold output, $1.54bn in revenue and $567m in net profit after tax in 2025. That is the core tension in the stock today.
On one hand, the business…
DevEx Resources (ASX: DEV) has spent the past few months reshaping itself around one central asset theme: uranium ground in the Alligator Rivers Uranium Province, anchored by the Nabarlek Uranium Project and enlarged by two tenure deals struck in late 2025. That has come at a time when small-cap resource stocks are still dealing with…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
Syrah Resources Falls Despite US Government Backing
Syrah Resources (ASX: SYR) is doing something unusual right now: falling on what looks like genuinely good news. The US government's development finance arm has just taken a roughly 20% stake in the company and added fresh capital into its Mozambique graphite mine. That kind of backing would…
