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
InfraBuild’s $600 Million Refined Strategy: Steel Expansion Amidst Financial Overhaul
InfraBuild, the steel manufacturing arm of Sanjeev Gupta’s GFG Alliance, has unveiled plans to expand its Melbourne and Sydney steel…
Evolution Mining (ASX:EVN): A Gold Miner Poised for Continued Growth
Stock Summary: Rationale & Analysis: Evolution Mining has demonstrated exceptional financial performance, positioning itself as a leader in the Australian…
Australia’s Copper Ambitions Intensify Amid Global Supply Shocks
The recent catastrophic mudslide at Freeport-McMoRan’s Grasberg mine in Indonesia has sent shockwaves through the global copper market. This incident,…
Investment Analysis: Anson Resources (ASX: ASN)
In the rapidly evolving electric vehicle (EV) market, lithium has emerged as a cornerstone of the global energy transition. Among…
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Monthly Investor Memo
September 2025