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Weekly Wrap: A Dead Coal Stock Revived, KTK Gets Paid and Europe's €120B Chip Bet
Defence, critical minerals and semiconductors dominated the week as capital flowed toward revenue, drilling success and strategic supply chains.
18 hrs ago
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Equities Club
5
A Week From IPO to First Invoice
Our latest portfolio addition has started shipping. KTK is a 31.5-cent stock on a $46 million market cap, and it’s making money.
May 28
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Equities Club
13
A Quiet Hold Just Got Loud
Two copper holes, both massive sulphide, and the second one richer than the first.
May 25
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Equities Club
10
Our Nevada Bet Just Got its First Tick
Thirteen days into our coverage, the Nevada grades pass independent verification and a new board takes shape ahead of drilling.
May 24
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Equities Club
12
Weekly Wrap: Three Portfolio Flyers, Tonkin Bows Out and GYG Drops the Burrito
KTK ripped 90% in its first five sessions, GYG walked away from America to applause, and the architect of Northern Star calls it a day
May 23
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Equities Club
8
The Heavy Rare Earth Story Worth Watching
MRD's heavy rare earth project just took its next step. It still trades at a fifth of its closest comparable
May 19
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Equities Club
13
Our New Portfolio Addition: The Drone Supercycle Just Got an ASX Play
The Pentagon now buys drones the way it buys bullets. We're backing the company that builds the parts.
May 18
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Equities Club
15
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Weekly Wrap: EVG Rips 60%, AI1 Signs Israeli Manufacturer, Drills Turn at 10X
A 60% debut, a deal signed in Israel, and drills turning in NSW
May 17
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Equities Club
13
1
Our New Portfolio Pick in the Pentagon's Line of Sight
For 35 years the US hasn't had a meaningful fluorspar producer. We've just added the ASX small-cap chasing the gap
May 11
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Equities Club
9
Tomorrow: A New Portfolio Addition
A fresh critical mineral acquisition in a tier-one jurisdiction. Full breakdown drops tomorrow
May 11
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Equities Club
20
AI1’s Stealth Drone Tech Just Got a Production Line
The deal that takes AI1’s stealth drone material from the lab bench to the factory floor
May 10
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Equities Club
10
Weekend Wrap: Iron Dome Tech, Fresh Drilling Hits And A Massive Gold Merger
Gold pushed back toward record territory this week as markets sold off, while ASX small caps delivered fresh drilling, defence and critical mineral…
May 9
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Equities Club
9
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