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Tomorrow: A New Portfolio Addition
A fresh critical mineral acquisition in a tier-one jurisdiction. Full breakdown drops tomorrow
3 hrs ago
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Equities Club
13
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
13 hrs ago
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Equities Club
9
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
AI1 Locks US Patent on Core Tech
US clears Adisyn's foundational graphene patent for grant, putting legal walls around the technology behind its semiconductor program
May 6
10
Iron Dome Colonel Backs Stealth Drone Bet
The man who used to command Iron Dome, Arrow, David’s Sling and Patriot begins advising the company building materials to evade it
May 4
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Equities Club
16
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Weekly Wrap: JPM in the Tabloids, $55B for Drones and Three-in-One at FUN
Wall Street provided the entertainment, the Pentagon multiplied a drone budget by 240, and Fortuna stacked rare earths and graphite on top of its rutile
May 3
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Equities Club
14
April 2026
Rare Earths at a World-Class Address
Rare earths confirmed. Graphite strengthening. The Kasiya comparison keeps getting louder
Apr 29
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Equities Club
13
MRD Hires Key Piece of WA's Rare Earth Puzzle
A new hire with flowsheet experience at Wagerup and Mt Weld. The CV that maps onto MRD's deposit line for line
Apr 28
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Equities Club
10
The Footprint Just Grew 40%
A new high-grade prospect, two expanding zones, and aircore drilling six weeks away.
Apr 26
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Equities Club
8
Weekly Wrap: AI1 Goes Vertical, Cochlear's Confession and the Copper Setup
Weeks like this one don't come around often
Apr 25
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Equities Club
8
1
F-35 to Insect: Worldwide Stealth Drone Deal is Signed
Two serious funds just backed the story we added to the portfolio on Monday
Apr 22
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Equities Club
10
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
10
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