Archive - Equities Club

Our Pick of the Year Just Confirmed Gold

First results from a million-ounce gold mine that hasn't been drilled in over a century. A bigger rig is already on the way.

Mar 10 • Equities Club

Rutile, Robots and 40 New Drill Holes: FUN's Mkanda Update

FUN's third batch of Mkanda results just landed. High-grade rutile across 40 holes, mineralisation starting at surface, and most holes still going when…

Mar 9 • Equities Club

Weekly Wrap: $100 Billion Gone, the Strait of Hormuz Shut, and Oil at US$92

Markets whipsaw as geopolitical risk returns, sending petrol prices higher and shaking commodities

Mar 8 • Equities Club

Weekly Wrap: What Does Monday Look Like?

A strong week on the ASX. Then bombs started falling on Tehran.

Mar 1 • Equities Club

February 2026

The Black Book: What Australia’s Stock Brokers Are Backing in 2026

We sat down with some of Australia's best stock brokers and got the inside word on their highest conviction pick of 2026.

Feb 24 • Equities Club

Weekly Wrap: RIU Buzz, Discovery Drought, and the Copper Flip

Record highs on the ASX as conference floors fill and capital returns to resources

Feb 21 • Equities Club

Weekly Wrap: Cape Town Buzzes, CSL Burns and 10X Joins the Portfolio

We tipped Exultant Mining from a busy Cape Town, CSL lost $70bn and its CEO in the same week, and nickel finally showed signs of life

Feb 15 • Equities Club

Cape Town Mining Conferences 2026: The Money Is Back

Last year we flagged PSC and AON - up 360% and 175%. This year the mood was even stronger. Gold, copper, rare earths and a FUN update from the ground.

Feb 13 • Equities Club

Why We’re Backing Exultant Mining (ASX: 10X)

This $7 million explorer is trading below its IPO price despite going after gold, silver and copper, with drilling only weeks away

Feb 10 • Equities Club

Tomorrow: Our First Portfolio Addition for 2026

Tomorrow we're going live with our next portfolio addition. Early stage, fully funded, and drilling just weeks away.

Feb 10 • Equities Club

Weekly Wrap: $300B Merger Dead, Trump's $17B War Chest, and Our First Pick of 2026

The mining world nearly got its biggest merger ever. Then it didn't. Plus: US mineral reserve, Fortuna delivers, and our new pick drops midweek

Feb 7 • Equities Club

Fortuna Metals Gets The All-Clear From Malawi

Remember when the company we invested in Fortuna Metals (ASX: FUN) got smashed in October on fears about Malawi’s raw mineral export ban?

Feb 4 • Equities Club

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