Latest Articles

Jul 20, 2026

ASX:MNB

23 min

Long time readers will know we have been holding Minbos Resources (ASX: MNB) for 6 years now. MNB owns a world-class, high-grade phosphate deposit in Angola. Phosphate is the key ingredient in fertiliser, which is used to grow our food. We think the global “food security” theme is due for a flare up during the geopolitical world power and global supply chains reshuffling that is currently playing out.

Jul 17, 2026

ASX:RML

14 min

RML’s wider gold-antimony-tungsten project in Idaho historically produced tungsten and antimony during WW1, WW2 and the Korean War. 16 days ago RML announced that it was 16 holes into a ~45 hole drill campaign - so we should be seeing the first batches of drill results any day now (more on this in a second). Both the critical military minerals antimony and tungsten are used in missiles, bullets and other military weapons systems and vehicles.

Jul 15, 2026

ASX:TG1

11 min

TechGen Metals (ASX: TG1)’s moonshot copper exploration drilling is about to start any day now.... After two years of preparation and permitting. We are Invested in microcap TG1 to see it try to make a large new copper discovery, which could re-rate the company multiple times over from its current ~$13.7M market cap.

Jul 14, 2026

ASX:AVM

13 min

THIS MORNING, Third hole results announced - OK now it's getting VERY interesting - more high grade silver in the shallow section of the hole... AND another 37.5m hit with 83g/t silver, 0.8g/t gold and 0.6% copper and a ~50m extension to the previous hole.

Jul 13, 2026

ASX:IVZ

16 min

This morning, we woke up to the oil price delivering a big green candle. Hopefully it's a small sign that the “small cap exploration gods” will be smiling on Invictus Energy (ASX: IVZ) over the coming months as it charges toward another big exploration drilling event.