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
Fed Cut Odds Rise: ASX Set to Open Higher Ahead of CPI and Trump-Xi Talks
A Constructive Risk Tone Wall Street closed stronger after a cooler US core inflation print lifted odds of a near-term…
Infratil (IFT): Dissecting Australia’s Newest Infrastructure Investment Platform
Business Overview Infratil Limited is a New Zealand–based global infrastructure investment company with a diversified portfolio spanning digital infrastructure, renewable…
BHP Iron Ore Steadies, China Questions Linger; Copper Quietly Improves
BHP says iron-ore demand is "solid" and keeps full-year guidance intact even as China growth slows and headlines swirl about…
Perseus Mining (ASX: PRU): Cash-Rich Producer With a Growth Option
Perseus Mining is a West African gold producer operating three mines, Yaouré and Sissingué in Cote d'lvoire and Edikan in…
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Monthly Investor Memo
September 2025