Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
Mining Stocks
European Lithium Jumps on Tanbreez Approval
European Lithium (ASX: EUR) climbed around 12% on Monday after the Greenland government approved the final transfer of the Tanbreez rare earths project to Critical Metals Corp (Nasdaq: CRML). CRML now controls 92.5% of the project. European Lithium keeps a small 7.5% direct stake in Tanbreez but also owns…
Queensland's critical minerals fund backs Mt Chalmers, the structure is the story
QMines Limited (ASX:QML) has secured a A$15 million strategic investment from the QIC Critical Minerals and Battery Technology Fund (QCMBTF), a fund managed by Queensland Investment Corporation. The capital will be split across a A$5 million equity placement at A$0.0523 per share, and…
Fuel locked in, debt-free, and construction on track, Kangankunde is tightening its cost profile
There are two things you want to see from a pre-production mining company heading into its first commissioning period. The first is that the money is actually in the bank. The second is that input costs are not going to blow…
PLS Group Hits Record High: What’s Next for Investors?
PLS Group (ASX:PLS), formerly known as Pilbara Minerals, extended its run to a fresh all-time high of A$6.04 on Friday, 17 April, gaining another 5.78% on the session. The catalyst was the company's successful pricing of US$600M in senior notes due 2031, upsized from the originally…
Narryer Metals (ASX:NYM) Tim Goyder Backs A$1.06m Raise at 30% Premium to Critical Minerals Explorer
Perth mining heavyweight takes a new substantial stake as Narryer targets titanium and rare earths in WA and SA
Narryer Metals Limited's (ASX:NYM) A$1.056 million placement is one of the smallest raises you will see on the ASX in dollar terms. But the identity of the lead investor makes it a story worth paying attention…
Kasiya goes tier-one
Sovereign Metals (ASX:SVM) growth story is starting to come together quickly.
First, in March, the company secured a Mitsui & Co offtake agreement for up to 70,000t per year of rutile. A few weeks later, Kasiya upgraded its MRE, with Measured and Indicated rutile resources rising 32% to 16.1Mt and, importantly, delivering its…
Genesis Minerals Cash Surges Despite Production Dip
Genesis Minerals (ASX:GMD) shares slipped 1.5% to A$6.67 on Thursday as the market digested the production dip alongside the massive cash generation. The headline numbers look contradictory at first. Production fell 9.1% from the prior quarter. Yet the company's cash balance climbed almost A$200 million to reach A$599.9…
Ora Banda Jumps on Record Gold Output
Ora Banda Mining (ASX:OBM) jumped more than 10% on 16 April after delivering its strongest quarterly result to date. The March 2026 quarter showed a 21% jump in gold production, a record cash balance of A$231.7 million, and free cash flow of A$76.3 million. For investors watching this…
BHP Gains as China Lifts Six-Month Iron Ore Ban
BHP (ASX:BHP) climbed roughly 3% on Tuesday, 14 April, one of the stronger performers on the ASX 200, after China's state-backed iron ore buyer CMRG told domestic steel mills they were free to purchase BHP cargoes again. The news ends a six-month standoff that had progressively…
