Have you ever heard the term 'nearology play'? This term is alluding to the following recurring rhythm: A company announces a major discovery, the market erupts, and within days every explorer holding ground within a 50‑kilometre radius is suddenly treated as the next potential winner. Investors call it nearology. Geologists tend to roll their eyes.…
Rare Earths Stocks
Arafura Rare Earths (ASX:ARU) signs a binding 500tpa NdPr offtake term sheet with Traxys North America, tied to US supply chains and conditional on FID.
Fortuna Metals is emerging as one of the most interesting natural rutile exploration stories in the market. The company controls the Mkanda and Kampini projects in Malawi, a combined 658km² land position that sits directly south of Sovereign Metals’ Kasiya deposit. Kasiya is the world’s largest undeveloped natural rutile resource and has already demonstrated the…
Hawk Resources (ASX:HWK) has executed an exploration agreement for Olympus, moving its large scandium anomaly closer to field testing.
St George Mining (ASX:SGQ) reported new high grade Araxá drill results, including a 200m stepout that supports resource growth.
Great Northern Minerals (ASX:GNM) has spent the past year reshaping itself into a more credible, more diversified US‑focused explorer, with the acquisition of the Iron Butte gold‑silver project in Nevada. This is in addition to the Catalyst Ridge critical‑minerals system in California’s Mountain Pass district.
Both matter, but one now defines the investment case. Iron Butte,…
Eclipse Metals (ASX:EPM) has upgraded its Grønnedal REE project to 208Mt at 0.72% TREO, a 234% tonnage increase and 12% grade improvement, as feasibility work begins.
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…
If you're looking at ASX Growth Stocks with high P/Es you have two choices. First, you could write certain companies off just because of high multiples, only to lose out when such companies continue to grow. Alternatively, you could jump in and risk the company falling and be left red faced - 'If only I'd…
Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
