Mining

The investment case for GCM is not built on current fundamentals. It is built on sector optionality and the statistical possibility of discovery or strategic re-rating.

The investment case is nuanced. The recycling business offers a faster path to revenue and a more defensible ESG narrative than conventional mining, while the Makuutu Project provides longer-term scale. The key challenge is execution across two materially different business lines simultaneously, in two …

The investment case is simple in structure: either AR3 defines a clay-hosted resource of sufficient scale and grade to attract development interest, or it does not. The binary nature of exploration-stage investing must be clearly understood.

At its current stage, AS2 is a thematic positioning vehicle — a way for investors to access the energy transition critical minerals theme through a single, early-stage, diversified exploration entity. Whether that diversification ultimately creates or destroys value relative to a focused single-commodity peer …

Verity Resources Ltd (ASX:VRL) shares closed unchanged at AUD 0.020 on 1 April 2026, despite the company announcing the start of a new exploration program at its Monument Gold Project in Western Australia. The stock remains down 33.33% over the past month, even as …

BMG Resources Limited (ASX: BMG) shares jumped 7.69% to AUD 0.028 on 1 April 2026, extending a massive 180% rally over the past year. Today’s uptick follows news that the company has transitioned to diamond drilling to test the deep, high-grade potential of its …

Sun Silver Limited (ASX:SS1) shares rose 6.46% to AUD 1.40 on 1 April 2026, following the official commencement of its highly anticipated 2026 drill campaign. The stock has been a standout performer over the past twelve months, gaining 89.19% as it rapidly advances one …