Materials & Mining
Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
When execution slips, markets stop listening to the gold story and start questioning trust
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Further Analysis & Commentary
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…
ASX Metals Rally: Copper and Gold Carry The Index as Tech Slips
ASX metals rally outlook: The S&P/ASX 200 pushed to a fresh intraday high near 9020 before easing to a modest…
Australia’s Iron-Ore Gamble: Beijing, Bond Yields and the Commodities Re-set
For decades, Australia’s export juggernaut has been underwritten by iron ore, a product whose flows, pricing, and geopolitics have shaped…
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