Earnings & Results
Pilbara Minerals (ASX: PLS): Rebuilding Through the Downcycle
A detailed look at how Pilbara Minerals is positioning itself for the next leg of the lithium cycle after a brutal Fy25 reset
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Further Analysis & Commentary
IMDEX (ASX: IMD): Stock Analysis
Business Overview IMDEX Limited is a Perth-based mining technology company that provides drilling fluids, downhole instrumentation, and integrated software solutions…
Lynas Rare Earths (ASX: LYC): Equity Analysis
Lynas Rare Earths is the largest producer of rare earth elements outside China, with operations spanning the Mt Weld mine…
Newmont Corporation (ASX: NEM): Equity Research Analysis
Newmont enters the next leg of the gold cycle as the world's largest listed gold producer with a broadened copper…
Qantas Rebuilds Altitude: Inside the Airline’s Strategic Reset and What It Means for Investors
The National Carrier Takes Flight Again After one of the most turbulent years in its corporate history, Qantas Airways (ASX: QAN) is…
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Monthly Investor Memo
September 2025