Lacaze’s bullish take is good news for the growing band of ASX ionic clay rare earths explorers, including newcomer Equinox, which has just pegged a big position in Brazil.

By Barry FitzGerald.

Plus, EQ emerging as a national champion in the critical tungsten game

The Steve Parsons-led group and fellow copper company Caravel among those set to ride energy transition wave. Plus, Ken Brinsden ponders valuation disconnect between WA and Canadian lithium companies, UBS tips sharp rise in gold price and big iron ore price puts little CZR in takeover spotlight.

By Barry FitzGerald.

Plus, Buxton-IGO nickel hit augurs well for neighbour Stavely, gold poised for Santa rally and Sunstone exploration target points to big open pit.

By Barry FitzGerald.

Spotlight swings to the likes of Patriot and Wildcat, while SQM does a deal with Calidus. Meanwhile, Calidus’ new Bulletin deposit is being likened to Spartan’s rich Never Never find.

By Barry FitzGerald.

Former Pilbara chief says history is set to repeat. Plus, Pilbara founder Biddle steps on the helium gas at Greenvale and Spartan gets big price target as gold jumps.

By Barry FitzGerald

By Barry FitzGerald| Outlook is good news for Kingsland and its NT graphite find, which has hallmarks of becoming a world-class orebody. Plus, Rio is sure to be looking at strong DFS numbers on CZR’s neighbouring Pilbara iron ore project.

By Barry FitzGerald | Plus, Stavely flags its Kimberley nickel prospect next to IGO’s hot hit, S2 about to drill alongside the rich Fosterville gold mine and CZR poised to release DFS on a high-margin iron ore project.

By Barry FitzGerald | Newly listed explorers James Bay Minerals and Pioneer Lithium lead the charge at the junior end. Plus, some light finally at the end of the tunnel for the struggling rare earths sector, which is good news for juniors like Codrus.

By Barry FitzGerald | Spartan and Astral among those attracting attention; Plus, Boss chief says uranium price has to rise much further to encourage new supply.

By contrast, Beament’s offer for Essential is a straightforward push to make real action. Plus, Ausgold takes key step towards development of 3Moz gold project and uranium stocks soar as price hits 12-year high.

By Barry FitzGerald.

Plus, Coda finds enhancements of its own at SA copper project and Evion finds fans amid forecasts of graphite shortfall.

By Barry FitzGerald.

By Barry FitzGerald  Plus, Beament’s Develop tables more cracking hits from its Woodlawn zinc-copper asset ahead of a resource update and Meteoric gets pulses racing with latest rare earths results. 

Increasing supply challenges and ‘exponential lift’ in demand means copper price take-off must be close.  And RareX eyes DSO fertiliser to help it grow into a rare earths player.

By Barry FitzGerald.

Stock pickers and predators eyeing off rising stars like Gascoyne and Bellevue could emerge as winners from this week’s dip. Plus, DevEx offers uranium leverage with strong results and Quebec lithium explorers set for shot in the arm from new battery plant.

By Barry FitzGerald

With uranium production about to start at its Honeymoon project, Boss’ boss says tide has turned for nuclear fuel. Plus, new Pioneer Lithium IPO boasts strategic location and a Meteoric opportunity for Lynas.

By Barry FitzGerald

Trio of former juniors rapidly closing-in on pivotal development studies. Plus, new IPO James Bay Minerals swamped with investor demand for $6m IPO as Canadian lithium sector runs hot.

By Barry FitzGerald

And fellow James Bay lithium explorer Cygnus is set to join the resource party soon after. Plus, Gascoyne Gold’s valuation seems to leave much upside. 

By Barry FitzGerald

From explorers like Kingsland to developers like Evion and producers like Syrah, the natural graphite sector is expected to roar back at the expense of its synthetic cousins. Plus, Rio gobbles a stake of graphite-rutile group Sovereign and Minerals 260 eyes lithium drilling in WA.

By Barry FitzGerald.

Gascoyne set for a resource upgrade at its high-grade WA gold discovery, Black Cat purrs on gold restart plan and Hot Chili looking spicy.

By Barry FitzGerald