Latest Articles

Nov 4, 2026

ASX:BPM

11 min

Our $25M capped Investment BPM Minerals (ASX: BPM) just hit 4m at 20.57g/t gold and 8m at 9.23g/t gold. What we don't know yet is IF BPM has hit isolated pockets of gold OR clipped the edge of something bigger - but we will soon, with a stream of assay results to follow this quarter and next. Going into this drill program we had been comparing BPM’s giant undrilled target, a ~6km long ‘gold in soil’ anomaly, to two big gold discoveries in Western Australia.

Nov 3, 2026

ASX:PNN

25 min

A $1.7BN NASDAQ listed critical minerals company just invested $5M to acquire ~8% of our ASX Investment Power Minerals (ASX: PNN). PNN is developing a rare earths asset in Brazil and is capped at $66M.

Oct 30, 2026

ASX:AUZ

14 min

Why is our Investment Australian Mines (ASX: AUZ)’s share price running on strong volumes and no news? AUZ owns 100% of one of the highest grade scandium assets in the world capable of providing scandium into the west’s supply chains. (and it sits next to its next door to $2.3BN Sunrise Energy Metals which received a US$400M commitment from the DoW and a shout out from Trump)

Oct 29, 2026

ASX:MNB

17 min

This morning, our Investment Minbos Resources (ASX: MNB) said it has commenced early stage mining operations - now mining phosphate rock at its project in Angola. We have also been shown over the last few weeks some serious progress on their phosphate processing plant construction.

Oct 28, 2026

ASX:MNE

22 min

Our latest Investment is Macallum New Energy (ASX:MNE). The Perth Basin in Western Australia has delivered multiple gas discoveries, takeovers and new gas producers on the ASX over the last 10 years. (and with that came a number of successful outcomes for ASX small cap investors, our head analyst laments missing his first 30 bagger that was a Perth Basin stock - he says he sold too early for 33% profit)