Trends & Themes
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
Rare Earths Just Got a Policy Premium – But Not Where You Think
Australia rare earths strategy in focus, the sharp rally in Australian Strategic Materials (ASX: ASM) this week highlights how sensitive…
Argent Minerals Limited (ASX: ARD): Speculative Stock Analysis
Business Snapshot Argent Minerals is an Australian exploration company chasing polymetallic resources across NSW and WA. Its flagship Kempfield Project…
Gold & Silver Surge Playbook: Who Wins and What to Watch
Gold's explosive rally past US$4,150 an ounce and silver's surge beyond US$52.50 an ounce have transformed global sentiment toward precious…
The Quiet Bull Market in Buybacks
While 2025 headlines have been dominated by market swings, rate noise, and geopolitics, a quieter trend has been unfolding on…
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Monthly Investor Memo
September 2025