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Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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Further Analysis & Commentary
CMRG BHP Iron Ore: Negotiation, Not a Ban
Traders told Reuters that on the first trading day after Golden Week, China Mineral Resources Group (CMRG) offered multiple BHP…
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…
Felix Group Raises A$16 Million to Acquire Nexvia, Accelerating SaaS Expansion in Construction Sector
Felix Group Holdings has secured approximately A$16 million through a fully underwritten two-tranche placement, plus a $1 million share purchase plan (SPP),…
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Monthly Investor Memo
September 2025