Weekenders

Global shifts in bauxite demand and supply.

Weekender

Next Investors

14 min

Bauxite is the bulk material used to make aluminium. The bauxite price has been moving up strongly in recent months - a few weeks ago the bauxite price surpassed the iron ore price. We will explain why shortly. Last week we wrote that global uncertainty is a key investment theme for us in 2025.

Our 2025 Strategy

Next Investors

15 min

Reflections on 2024: Markets, Moves, and Milestones

Next Investors

12 min

6-8 Week Bull Run: Recovery Signal?

Next Investors

18 min

What Newsflow is left for this Year?

Next Investors

19 min

A Quiet, but Green Week in the ASX

Next Investors

18 min

James Bay Minerals Joins Our Portfolio

Next Investors

12 min

Market Optimism Peaks Ahead of the Holidays

Weekender

Nov 16, 2024

Next Investors

11 min

The world is still digesting what exactly the US election result will mean for the next four years. The weeks after an election is often a “honeymoon phase”.

ASX stocks positioned for strong growth?

Weekender

Nov 9, 2024

Next Investors

19 min

The talk of the week was the US election. And the market seemed to go into an eerie pause in the first half of the week… Waiting to see what the election outcome would be. Would it be orderly… or chaotic?

Insights from Industry Leaders at IMARC

Weekender

Nov 2, 2024

Next Investors

17 min

A few of our team was in Sydney this week for the IMARC conference, and to hear from some of our Portfolio Companies. IMARC is the largest mining conference in Australia - so the big mining companies show up, but also well attended by small cap companies and investors. The sentiment “vibe” is definitely improving, something we’ve been observing and pointing out in recent weekend editions.

Why Small Caps Stand to Benefit from Precious Metals Push

Weekender

Oct 26, 2024

Next Investors

25 min

Can you feel it? The small end of the market is… feeling good again? It’s being led by gold and silver price rises that are (finally) driving serious interest into a few smaller gold and silver stocks. And people are remembering how it feels when small stocks deliver price rises on high volumes.