Materials & Mining
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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Further Analysis & Commentary
BHP Iron Ore Steadies, China Questions Linger; Copper Quietly Improves
BHP says iron-ore demand is "solid" and keeps full-year guidance intact even as China growth slows and headlines swirl about…
Perseus Mining (ASX: PRU): Cash-Rich Producer With a Growth Option
Perseus Mining is a West African gold producer operating three mines, Yaouré and Sissingué in Cote d'lvoire and Edikan in…
Gold at Records, ASX Still Up: A week of Nerves & Winners
Week ended Friday, 17 Oct 2025 The ASX 200 slipped on Friday but still banked a +0.4% weekly gain as…
Rare Earths Just Got a Policy Premium – But Not Where You Think
Australia rare earths strategy in focus, the sharp rally in Australian Strategic Materials (ASX: ASM) this week highlights how sensitive…
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Monthly Investor Memo
September 2025