Syrah Resources is hit by tariffs and Tesla pressure
Syrah Resources (ASX: SYR) fell 29% on Friday to A$0.17, its lowest level in years, after two pieces of bad news landed within days of each other. The US International Trade Commission ruled against protecting American graphite producers from cheap Chinese imports, removing a catalyst Syrah…
Mining Stocks
Yancoal is hitting new highs, but upside looks limited
Yancoal Australia (ASX: YAL) had a big week. The stock hit a fresh 52-week high and is now up more than 50% in 2026, powered by a geopolitical shock that sent thermal coal prices to their highest level in over a year. The tailwind is real. But…
BHP Falls as China Widens Iron Ore Ban
BHP (ASX: BHP) slipped around 2.3% to A$49.80 on Friday after China escalated its iron ore import ban for the second time this month. The ban now covers Newman fines, one of BHP's most popular iron ore products. The move is part of a months-long contract dispute…
Rio Tinto (ASX: RIO) Rises 3% on CATL Battery Deal- Buy, Sell, or Wait After the Kennecott Shutdown?
Rio Tinto Rises on CATL Deal Amid Kennecott Shutdown
Rio Tinto (ASX: RIO) climbed 3.14% to A$157.89 on Friday, which is a surprisingly strong move given the company is dealing with two very different pieces of news at once. On one hand, Rio Tinto just signed a major partnership deal with CATL earlier this month,…
Kasiya gets a handshake from a Tier One Trading Partner
Sovereign Metals surged 10% today after signing a memorandum of understanding with Mitsui & Co, one of Japan’s largest and most respected global trading companies. Under the MOU, the two parties intend to work toward a supply agreement that would see Sovereign sell up to…
In a couple of weeks, some ASX Stocks Are Being Removed from the ASX All Ords. Other companies will take their place and it was only yesterday that we wrote about that fact and some of the companies being promoted. But today it is time to look at the stocks suffering the indignity of being…
Locksley 99.5% Purity, The Antimony Story Gets Real
Lockley Resources is beginning to show strong signs of progress after successfully producing 99.5% purity antimony trioxide at bench scale using ore feedstock from its Desert Antimony Mine in the Mojave Desert, California.
That purity was verified using X-ray diffraction, or XRD analysis, which is a standard laboratory…
Twice a year, specifically on the third Fridays of March and September, the list of ASX All Ordinaries Stocks changes as stocks are added and demoted. Their promotions and demotions happen for various reasons that all feed into an increase or decrease in the company's market capitalisation.
In this article, we look at 8 companies that…
Ora Banda Surges as Round Dam Hits 1.33 Moz
Ora Banda Mining (ASX: OBM) surged 21% to A$1.42 on Wednesday after announcing a resource upgrade that genuinely changes the story at its Davyhurst gold project in Western Australia. The Round Dam deposit, which held just 125,000 ounces not long ago, now contains 1.33 million ounces…
A 12 Year Price Floor Changes the Earnings Maths
Lynas just signed what we see as a very bullish JARE agreement with Japanese industry, and the market responded accordingly, sending the share price up 15%. In our view, this is a structural repricing of Lynas’ revenue base at a time when rare earth demand is…
