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
Argent Minerals Limited (ASX: ARD): Speculative Stock Analysis
Business Snapshot Argent Minerals is an Australian exploration company chasing polymetallic resources across NSW and WA. Its flagship Kempfield Project…
Develop Global Limited (ASX: DVP): Stock Analysis 2025
Business Overview Develop Global (DVP) has a mix of project ownership and mining services business, which gives it both development…
IMDEX (ASX: IMD): Stock Analysis
Business Overview IMDEX Limited is a Perth-based mining technology company that provides drilling fluids, downhole instrumentation, and integrated software solutions…
Gold & Silver Surge Playbook: Who Wins and What to Watch
Gold's explosive rally past US$4,150 an ounce and silver's surge beyond US$52.50 an ounce have transformed global sentiment toward precious…
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Monthly Investor Memo
September 2025