Newsletter

Mining Stocks

AIC Mines needs Jericho delivery to unlock a larger Eloise

AIC Mines (ASX: A1M) has increased combined Eloise Project Ore Reserves by 14% to 10.2Mt and pushed Jericho underground development ahead of schedule, but the investment case still turns on whether those stronger reserves can be converted into timely, cost-controlled production through the expanded 1.1Mtpa Eloise plant. That is the core trade-off in the stock today:…

ByUjjwal MaheshwariApril 2, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

Perenti (ASX: PRN) Rises 4% on New CEO Appointment: Should You Buy, Hold or Wait?

Perenti CEO Change Drives 4% Stock Rise Perenti (ASX: PRN) climbed 4.1% on Wednesday after the company named Dr Vanessa Torres as its next CEO, taking over from Mark Norwell on 1 June 2026. The share price reaction was calm rather than explosive, and that actually makes sense. This is not a shock announcement or a…

ByUjjwal MaheshwariApril 2, 2026

ASX Materials Stocks Surge Nearly 5% on Iran Peace Hopes: Here’s What to Buy, Hold, and Avoid

ASX Materials Surge: Geopolitical Factors and Market Outlook The ASX materials sector rocketed 4.86% on Wednesday, making it the strongest-performing sector on the market. The catalyst was US President Donald Trump stating he may end military operations in Iran within two to three weeks, easing the Middle East tensions that have weighed on commodity markets…

ByUjjwal MaheshwariApril 2, 2026

Cassius Mining (ASX:CMD) The $905m Claim That Just Repriced the Stock

Cassius Mining, What Actually Happened Cassius Mining filed its Reply to Ghana’s Defence Memorial on 31 March 2026 in the international arbitration it is pursuing against the Government of Ghana. At its core, this is a legal dispute over Cassius’ claim that Ghana unlawfully refused to renew its gold prospecting licence in the Talensi District of…

ByCharlie YouldenApril 1, 2026

Lindian Resources (ASX:LIN) Oversubscribed $100m Placement De-Risks Kangankunde

Lindian Resources $100m Raise, Stage 1 Now Debt-Free Lindian Resources has just raised A$100M through an institutional placement at 70.5 cents per share, issuing 133.3 million new shares. The raise was managed by Petra Capital as sole lead manager and was described as fully oversubscribed, meaning investor demand exceeded the shares available. That is always…

ByCharlie YouldenApril 1, 2026

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026. However, they'd…

ByNick SundichApril 1, 2026

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…

ByNick SundichApril 1, 2026

West African Resources cash flow is strong but Kiaka ownership clouds valuation

West African Resources (ASX: WAF) owns the Sanbrado Gold Operations, brought Kiaka into first production in June 2025, and has now posted a record year with 300,383oz of gold output, $1.54bn in revenue and $567m in net profit after tax in 2025. That is the core tension in the stock today. On one hand, the business…

ByCharlie YouldenMarch 31, 2026

DevEx Resources needs 2026 drill hits to unlock its enlarged uranium footprint

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…

ByCharlie YouldenMarch 31, 2026