Flano set to fire his first Arrow in battle of Simandou North

FitzGerald View All
Arrow Moving With Precision And Blurred Motion Toward An Archery Target, Part Photo, Part 3d Rendering

Flano set to fire his first Arrow in battle of Simandou North

The $38m junior is about to drill along strike from the giant Simandou iron ore project in what could be a game-changer for the ages. Plus, uranium bulls rage on and BHP’s latest chosen...

FitzGerald View All
Hand Holding Money Australian Dollar (aud) Bills

Cash is Kin, ditto CZR

The WA gold and iron ore duo are about to cram their pockets with readies - just as their cash-poor peers get set to deal for a dollar. Plus, Magnetic targets resource growth.

By Barry...

FitzGerald View All
Piece Of Copper On Periodic Table Of Elements

Tight supply fuels copper’s strong finish to ’23 and points to more gains ahead

As the red metal knocks on the door of US$4/lb, smaller copper stocks such as FireFly and Rex look set to enjoy vastly highly valuation metrics.

By Barry FitzGerald.

...
FitzGerald View All
Nuclear Power Station Cooling Tower Low Poly. 3d Render Ecology Pollution Save Planet Environment Concept Triangle Polygonal. Radioactive Nuclear Reactor Electricity Vector Illustration

COP28 support for nuclear and US ban on Russian product sets up uranium for a booming 2024

Latest tailwinds mean Boss could be starting production and signing first offtake contracts in a very bullish market. Plus, ironman Flanagan to lead Arrow down its Simandou path and Harmanis looks like he may...

FitzGerald View All
Technical Financial Graph On Digital Earth 3d Illustration

Why Glencore’s decision to shut Mt Isa could spark regional consolidation

Next door neighbours Hammer and Carnaby highlight the scope for mergers. Plus, M&A value-creation can take time and brokers line up to back rare earths play Meteoric.

By Barry FitzGerald. 

...
FitzGerald View All

Lynas chief assures hurting rare earths faithful of a strong future

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.

...
FitzGerald View All
Cashflow

New gold producer Bellevue eyes impending free cashflow as key to share re-rate

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

...
FitzGerald View All
Bull Market. Golden Bull In Front Of Laptop With Stock Charts. Financial Investment And Trading Concept.

AuTECO poised to close gap on copper peers amid more bullish forecasts for red metal

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...

FitzGerald View All
Unnamed 3

Rinehart-backed Brazilian rare earths play highlights worth of ASX peers

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.

...
FitzGerald View All
Hands Of Man Who Pile Up The Gold

Lithium sector salivates as Azure bid set to unlock flood gates on $1.6b in investor cash

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.

...