Skip to content Skip to sidebar Skip to footer

Newsletter

Mining Stocks

Lynas Rare Earths (ASX:LYC) Q3 revenue A$265m, NdPr tailwinds lift ROIC toward 8.5%

Lynas Rare Earths Q3 sales up 115%, volumes +29% show inflection In our previous analysis of Lynas (ASX:LYC), we wrote that if NdPr pricing stabilised at A$111/kg into H2 FY26, the earnings uplift would be strong. Q3 is now starting to confirm that view, with revenue reaching A$265 million and showing that the inflection is…

ByCharlie YouldenApril 21, 2026

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

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…

ByNick SundichApril 21, 2026

European Lithium (ASX:EUR) Jumps 12% on Tanbreez Approval: Buy, Hold, or Sell Now?

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…

ByUjjwal MaheshwariApril 21, 2026

QMines (ASX:QML) QIC’s A$15m cheque, a capped royalty, and a clear path to Mt Chalmers DFS

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…

ByCharlie YouldenApril 20, 2026

Lindian Resources (ASX:LIN) Fixed diesel at US$2.83, Stage 1 edges closer to first production

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…

ByCharlie YouldenApril 20, 2026

PLS Group (ASX:PLS) Hits Record High on US$600M Notes: Buy, Hold, or Sell?

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…

ByUjjwal MaheshwariApril 18, 2026

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…

ByCharlie YouldenApril 17, 2026

Sovereign Metals (ASX:SVM) DFS lands,$2.2B NPV, $476M EBITDA

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…

ByCharlie YouldenApril 17, 2026

Genesis Minerals (ASX:GMD) Production Falls 9.1% But Cash Surges 49% to A$600M

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…

ByUjjwal MaheshwariApril 17, 2026

Is Ora Banda (ASX:OBM) a Buy After 21% Production Jump and A$231M Cash Pile?

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…

ByUjjwal MaheshwariApril 17, 2026

the Kick-ass Multipurpose WordPress Theme

Mining Stocks

Lynas Rare Earths (ASX:LYC) Q3 revenue A$265m, NdPr tailwinds lift ROIC toward 8.5%

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

European Lithium (ASX:EUR) Jumps 12% on Tanbreez Approval: Buy, Hold, or Sell Now?

QMines (ASX:QML) QIC’s A$15m cheque, a capped royalty, and a clear path to Mt Chalmers DFS

Lindian Resources (ASX:LIN) Fixed diesel at US$2.83, Stage 1 edges closer to first production

PLS Group (ASX:PLS) Hits Record High on US$600M Notes: Buy, Hold, or Sell?

Narryer Metals (ASX:NYM) Tim Goyder Backs A$1.06m Raise at 30% Premium to Critical Minerals Explorer

Sovereign Metals (ASX:SVM) DFS lands,$2.2B NPV, $476M EBITDA

Genesis Minerals (ASX:GMD) Production Falls 9.1% But Cash Surges 49% to A$600M

Is Ora Banda (ASX:OBM) a Buy After 21% Production Jump and A$231M Cash Pile?

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Mining Stocks

Stocks in Spotlight

Add Your Heading Text Here