Resources Top 5: West Wits on...
A DFS update has strengthened West Wits Mining’s Qala Shallows project and should support a lift in South Africa’s gold production standing. Pic: Getty Images Qala Shallows gold project is expected to generate US$2.7bn in revenue and free cash flow of US$983m for WWI Geophysics is expected to refine potential high-grade copper-gold zones at GTE’s Oval and Oval South targets…
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Investors squeezed out by new super...
New super tax legislation could prove to be a dog act for many investors. Pic: Getty Images Federal parliament resumes this week with a new super tax set to be legislated that will effectively squeeze many private investors out of the superannuation system. From this point onwards, it’s not just wealthy investors who will reduce exposure to super. Younger investors – who…
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Magnetic Resources feasibility study flags excellent...
The company says the expansion of the resource and improving gold price demonstrate an extremely robust case for the project’s rapid development. Pic: Getty Images. MAU releases feasibility study for Lady Julie gold project with strong economics Study outlines $970m NPV and IRR of 45% based on conservative A$4000/oz gold price Company says there’s room for growth with resources not…
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China’s “secret stimulus” at play now
We’ve already seen very good money made in the gold sector. Gold broke out first. Now copper is moving up and threatening to rally into historic territory. Lithium stocks are moving too. And now what do we see? Yesterday we tabled the idea that commodities are beginning to rumble. This is perfectly in accord with investment theory. Late in any…
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Lunch Wrap: Miners muscle the ASX...
Telix sunks after copping a US SEC subpoena. Pic: Getty Images Miners lift ASX as iron ore pops again Telix gets US SEC subpoena, shares tank Woodside flexes LNG muscle, Paladin fizzles The ASX was up 0.6% at lunch time in the eastern states, riding a wave of momentum from the mining giants once again. Iron ore has…
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Part II: Where Have All The...
Wars, geopolitical tensions, and presidential arm wrestles… This is what happens when you ignore mineral and energy supply for too long. Prepare for what comes next! On Monday, I detailed why exploration stocks offer a speculative investment opportunity with REAL outcomes. These are high-risk, high-reward companies critical for the global economy. They’re finding the raw materials needed to sustain our…
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Health Check: Aussie biotechs are navigating...
Australian biotechs in the US need to look out for unexploded regulatory and legal ordnance. Pic via Getty Telix faces unwanted US regulatory attention – but it’s not alone Amplia raises $25 million, with another $2.5 million to go A home-grown uni biotech innovation shines again Telix Pharmaceuticals (ASX:TLX) shares this morning slumped up to 16% on news that…
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Betashares Q3 2025 Equity Commentary: 3,...
This information is for the use of licensed financial advisers and other wholesale clients only. 3 things we learned US market resilient despite uncertainty US equity markets ended the quarter at all-time highs with the S&P 500 delivering a 24.5% intra-quarter gain between the Liberation Day market correction and 30 June. Government policy remained centre stage throughout the period, with…
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Top 10 at 11: ASX ticks...
Digital authentication specialist Codeifai is doubling down on its AI solutions, bringing former Nvidia machine learning into the fold. Pic: Getty Images. Morning, and welcome to Stockhead’s Top 10 (at 11… ish), highlighting the movers and shakers on the ASX in early-doors trading. With the market opening at 10am sharp eastern time, the data is taken at 10.15am in the…
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Marmota Expands Maiden Drilling at Gawler...
Marmota (ASX: MEU) has expanded its maiden drilling program at the Greenewood discovery within the company’s Gawler gold project in South Australia. Marmota has upgraded the reverse circulation scope of work from 127 drill holes for 10,000 metres to 139 holes for 12,500m, at average downhole depths of 90m. A total of 61 holes have already been drilled for 5,108m,…
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