South32 (ASX:S32) has updated its Hermosa Taylor project with a number that will get investor attention. Growth capital expenditure has increased to approximately US$3,300 million, up by around US$1,100 million from final investment approval in February 2024.
First production has also moved from H2 FY27 to H2 FY28, and nameplate capacity from FY30 to FY31.…
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PhosCo (ASX:PHO) has returned rock chip grades up to 21% copper at its King’s Eye prospect in Tunisia, with a deep IP anomaly pointing to an untested drill target below 100 metres.
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.
The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
IperionX Rises as Virginia Plant Goes 24/7
IperionX (ASX:IPX) rose 4.66% to A$4.27 on Monday after the company's March 2026 quarterly report confirmed its Virginia titanium plant is now running 24 hours a day, seven days a week. Production is still in early ramp-up mode, but management is targeting a run-rate of 200 tonnes per…
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…
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,…
In this article, we look at why you may want to invest in commodities.
To cut to the chase, we think investors should consider to invest in commodities. It is an excellent way to diversify your portfolio and add a layer of protection against market volatility. But there are several different ways that individuals can invest…
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…
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…
