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
Ramelius Resources (ASX: RMS): Investment Analysis
Company Snapshot Business Overview Ramelius Resources (ASX: RMS) is a mid-tier Australian gold producer operating several mines in Western Australia,…
China Halts BHP Iron-Ore Cargoes: What It Means for ASX Miners
China Pulls the Plug on BHP Cargoes China bans BHP iron ore cargoes in a pricing dispute as Bloomberg (via…
Fortescue Metals Group (ASX: FMG): Signals of a Transformative Phase
Stock Summary: Rationale & Analysis: Fortescue Metals Group is undergoing a significant transformation, moving beyond its traditional iron ore mining…
Australia’s Regulatory Overhaul: A Turning Point for M&A Activity Amidst Telecom Crisis
In a week marked by significant developments, Australia’s business landscape has been reshaped by a series of events that underscore…
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Monthly Investor Memo
September 2025