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
Felix Group Raises A$16 Million to Acquire Nexvia, Accelerating SaaS Expansion in Construction Sector
Felix Group Holdings has secured approximately A$16 million through a fully underwritten two-tranche placement, plus a $1 million share purchase plan (SPP),…
Ramelius Resources (ASX: RMS): Investment Analysis
Company Snapshot Business Overview Ramelius Resources (ASX: RMS) is a mid-tier Australian gold producer operating several mines in Western Australia,…
China Halts BHP Iron-Ore Cargoes: What It Means for ASX Miners
China Pulls the Plug on BHP Cargoes China bans BHP iron ore cargoes in a pricing dispute as Bloomberg (via…
Fortescue Metals Group (ASX: FMG): Signals of a Transformative Phase
Stock Summary: Rationale & Analysis: Fortescue Metals Group is undergoing a significant transformation, moving beyond its traditional iron ore mining…
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Monthly Investor Memo
September 2025