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…
Australian Energy Market: OPEC+ Steady, Oil firm; Woodside Approval
Oil's bid held after OPEC+ opted for a modest 137,000 b/d production increase for November, matching Octobers step-up, which eased…
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Monthly Investor Memo
September 2025