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Our New Portfolio Addition: One Material, Two Shots at a Multi-Billion Dollar Prize
AI chips and stealth drones hit the same wall. This $57m ASX company just cracked it.
Apr 19
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Equities Club
8
Oil Cracks, Gold IPOs Rip, and a New Portfolio Add Tomorrow
A new portfolio addition drops Monday, Bison IPO rips, scandium hits an AI inflection on Oracle's 2.8GW deal, and 10X's Chairman buys more stock.
Apr 18
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Equities Club
9
The Quiet Money: How ASX Dividends Work and Who Paid Well in 2025
A practical guide to the best ASX dividend stocks, franking credits, and income strategies for Australian investors
Apr 15
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Equities Club
8
Weekly Wrap: Ceasefire Chaos, Moonshots and Gunfire in Mexico
Astronauts circled the Moon, an MD dodged bullets in Mexico, and the ASX bounced hard on ceasefire headlines. Plus drill targets, big tonnage and clean…
Apr 12
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Equities Club
8
Four Targets, All Untested: Peak View Is Ready
IP and gravity surveys define four high-priority drill targets at Peak View, with the strongest anomalies sitting where nobody has ever drilled
Apr 8
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Equities Club
12
MRD Passes the Test That Kills Most Projects
MRD just showed that dysprosium and terbium - two rare earths the West is scrambling for - can be extracted from its Grass Patch deposit using a simple…
Apr 7
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Equities Club
9
FUN Puts a Number on Mkanda. And it's a Big One
A maiden exploration target built from just three months of shallow drilling. The deposit probably goes a lot deeper.
Apr 6
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Equities Club
11
Weekly Wrap: Albo's Three Minutes, Trump's Few More Weeks, and No Rest for Small Caps
Albo told us to catch the bus, Trump said the war's won but not quite, and the ASX gave back its gains, while the small end kept moving
Apr 5
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Equities Club
11
March 2026
A Forgotten Mine Lights Up with High-Grade Silver
136 years since miners were forced to abandon a rich silver deposit in the Snowy Monaro, 10X just returned 339 g/t from the old workings
Mar 30
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Equities Club
9
Weekly Wrap: Mount Ridley in the Portfolio, High-Grade Gold and a $6bn AI IPO Nears
MRD rockets into the portfolio, gold explorers 10X and BHL keep hitting, and a $6 billion AI IPO heads for the ASX
Mar 29
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Equities Club
9
50 g/t Rock Chips Just Landed from a $7 Million Gold Explorer
Rock chip results confirm high-grade surface mineralisation across a growing strike length as the $7 million explorer advances toward its first drill…
Mar 24
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Equities Club
8
Three Critical Minerals in One Deposit - Our New Addition
A maiden heavy rare earth resource, gallium, scandium, and a partnership with a US nuclear laboratory. Here’s why we’re backing Mount Ridley Mines at…
Mar 23
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Equities Club
14
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