Subscribe
Sign in
Home
Our ASX Portfolio
Archive
About
Latest
Top
Discussions
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
7
1
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
5
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
12
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
9
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
13
1
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
14
FUN Keeps Hitting. And They've Barely Started.
This $30 million miner is drilling results that a $450 million neighbour took years to get. And they've barely scratched the surface
Feb 1
•
Equities Club
11
1
January 2026
Weekly Wrap: Metals Lose Their Minds, Lithium Thaws and Robots Are Scaling
When your mate who doesn't follow markets starts texting you about gold prices, you know emotions have taken over. Friday reminded everyone what often…
Jan 31
•
Equities Club
11
Top End Energy's Texas Power Play
TEE is pivoting into AI data centre infrastructure - targeting land with power in Texas.
Jan 27
•
Equities Club
9
Weekly Wrap: Elon's Robot Army, Silver's Record Run and Trump Goes Nuclear
Gold near $5,000, silver at $100, uranium rebounds, and the materials behind robotics come into focus
Jan 24
•
Equities Club
9
Our Pick of the Year Gets Busy at Mt Egerton
BHL's drilling has nailed down where the old workings actually sit, with first assays due in weeks and gold at record highs
Jan 21
•
Equities Club
12
Our Top 10 Small-Cap Stocks to Watch in 2026
Last year's ASX picks averaged 53%. Here's what we like for 2026.
Jan 17
•
Equities Club
17
1
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
