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
Where Does Gold Go From Here? Key Drivers to Watch
Gold prices recently regains momentum as investors reassess the outlook for interest rates, the U.S. dollar and global economic and…
Nickel’s Rally Exposes the Fragile Future of Australia’s Producers
Nickel's sudden jump to a 15 month-high has injected a rare dose of optimism into a market that has spent…
Bellevue Gold Investment Analysis (ASX: BGL): High-Grade Asset, High-Pressure Delivery
High-Grade Gold with Little Room for Error This Bellevue Gold investment analysis examines a company sitting at the sharp end…
Hedge Funds Surge as CBA Short and Metals Rally Drive November’s Big Winners
Australia's hedge funds just delivered one of their strongest months of the year, riding the sharp sell-off in technology stocks,…
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Monthly Investor Memo
September 2025