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,…
Uranium Stocks
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…
ASX Uranium Stocks to Watch This Week
Brent crude is sitting just above US$111 a barrel as of this morning, up roughly 50% from around US$73 before the war began. The Strait of Hormuz, which carries roughly 20% of the world's daily oil supply, has been effectively shut for nearly six weeks. Trump has given…
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…
Silex gains on nuclear demand, but risks remain
Silex Systems (ASX: SLX) surged 13.5% to A$5.55 earlier this week as escalating tensions in the Middle East pushed investors towards nuclear energy and fuel security stocks. The Iran conflict reminded markets just how vulnerable the West remains when it comes to uranium enrichment supply, and Silex…
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…
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…
ASX uranium stocks are back in focus as the cycle builds
ASX uranium stocks are back in the spotlight, and this time the interest feels more grounded than the speculative frenzy of 2007. Shaw and Partners has called for uranium to reach US$200 per pound, a bold forecast that reflects a real shift in how…
Deep Yellow’s sell-off may deserve a second look
Deep Yellow (ASX: DYL) shares sold off sharply after the company reported a net loss of A$7.78 million for the first half of FY2026, alongside the announcement of a CEO transition. On the surface, it looks like bad news on top of bad news. But we believe…
This article looks at ASX Mining Stocks Entering Production in the coming 12 months. In recent weeks, we've looked at stocks expecting Feasibility Study Results or those making a Final Investment Decision, both of which are preludes to development and construction of those projects. The companies on this list are have passed those milestones and…
