Latest Articles

Jul 22, 2026

24 min

Remember how we never shut up about the USA urgently needing to secure domestic supply of critical minerals? (how many times have we said “the USA needs this critical mineral for military/advanced weapons/AI, but USA has no domestic supply, and China controls nearly all global supply”) And over the last couple of years we have added a bunch of stocks with USA based critical projects to our Portfolio? 🚨BREAKING NEWS: Yesterday US president Donald Trump signed a critical minerals Executive Order: "Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials".

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.