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Mining Stocks

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

BHP (ASX:BHP) Surges as China Ends Six-Month Iron Ore Ban After CEO Visit: Buy or Wait?

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…

ByUjjwal MaheshwariApril 16, 2026

29Metals (ASX:29M): How did $2bn of investors money shrink to $400m?

Copper company 29Metals (ASX:29M) listed in 2021 with a capitalisation of $2bn and is now capped at ~$400m, a decline capped off with this mornings >30% decline after the latest update on its Golden Grove operations. The question we are exploring in this article is: How did this happen? What are the Best ASX Stocks to…

ByNick SundichApril 16, 2026

Here Are 6 Undervalued ASX Gold Mining Stocks! Is It Time To Buy Them?

Despite surging gold prices, there are undervalued ASX gold mining stocks to be found on our local bourse. Several miners (i.e. producers, not explorers or even developers) now trade on forward P/E multiples that would normally imply operational distress, yet the underlying fundamentals for a subset of them are far more robust. It is worth noting…

ByNick SundichApril 16, 2026