Weekenders

Aug 3, 2025

Next Investors

14 min

~5 years ago, the great battery metals bull market kicked off. It really started getting attention when Elon Musk called on more mining of battery metals in his “Tesla Battery Day” address (relive that famous sound bite here). More recently, US critical metals and domestic re-industrialisation of strategic US industries had been quietly bubbling along…

Aug 2, 2025

Next Investors

14 min

We think the US critical metals theme is getting real and want increased exposure to early movers on the ASX, like LKY. Ever since the “great lithium boom” of 2020-2022, the small end of the market has been starved of a “macro thematic” to bring interest and capital into microcap projects. Now, a few years later…

Jul 27, 2025

Next Investors

13 min

Our Sunday Edition this week highlights a wave of ASX-listed small caps gaining momentum across key macro themes like US critical minerals, lithium, uranium, and silver.

Jul 26, 2025

Next Investors

16 min

We have not felt proper, itchy “FOMO” in a long, long time. It’s now week four of the small end of the ASX being up and about, for the first time in over 3 years. FOMO (fear of missing out) mainly hit us this week on the silver price looking like it could break out to new highs any day now.

Jul 20, 2025

Next Investors

15 min

A very green week in small caps - unloved, beaten down stocks have been rising from July 1st. An update on the “6 key events” that could start a small cap market bull run before mid-July.