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…
Mining Stocks
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…
ASX Surges on Iran Hopes: What Investors Do Now
Wednesday's 1.85% rally already feels like a distant memory as the market grapples with a harsh reality check. The ASX surged after US President Donald Trump announced a five-day pause on military strikes against Iranian energy infrastructure, raising hopes the four-week-old Middle East war could be…
Rio Tinto Boyne Deal: 2 ASX Stocks to Watch
Rio Tinto (ASX: RIO) has struck a landmark deal with the Queensland and Commonwealth governments to secure the long-term future of the Boyne aluminium smelter in Gladstone. The Queensland and Commonwealth governments will each chip in A$1 billion over ten years, while Rio Tinto will underwrite…
Amplitude Energy (ASX: AEL) crashed over 40% this morning after a second consecutive drilling failure on Wednesday, confirming that its Isabella prospect in the offshore Otway Basin will not be commercially developed after flow testing revealed the reservoir cannot sustain production at viable rates. The plunge erased roughly A$500m in shareholder value in roughly an…
Temas Resources (ASX:TIO) has two critical minerals projects in Quebec and a metals processing technology that could be useful to advance the company's own projects and those of others. Investors would be aware of the success of Metallium (ASX:MTM) and potentially wondering which company could be the next one. In our view, Temas is at…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
Look at the board of Greatland Resources (ASX:GGP) and you'll notice 2 names: Mark Barnaba and Elizabeth Gaines. Both also serve on the board of iron ore giant Fortescue (ASX:FMG), but they are also number one and number two for highest paid ASX 300 directors having taken home $4.52m and $1.88m respectively.
Now, yes, those amounts…
It is always tough for junior ASX resources companies to realise their ultimate ambitions. There might be short-term jumps from favourable commodity price movements, drilling results or the results of scoping or feasibility studies. But one of these milestones is a partnership with a major miner and this could be particularly important whether as a…
