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
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
After just 102 days in the top job, Rio Tinto CEO Simon Trott has moved quickly to reshape the company…
ASX Set to Rise as Wall Street Rally Lifts Risk Appetite
Australian equities are poised to open stronger on Thursday after Wall Street extended its recovery, supported by renewed confidence that…
ASX Pauses as Gold Strengthens Ahead of Key Inflation Data
The Australian market stalled on Tuesday as investors shifted from last week's rate-cut optimism to a more cautious, data-dependent stance.…
Pilbara Minerals (ASX: PLS): Rebuilding Through the Downcycle
Company Snapshot Pilbara Minerals is Australia's largest independent hard-rock lithium producer, operating the Pilgangoora Project in WA and now expanding…
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Monthly Investor Memo
September 2025