Stock Analysis

Surface sampling rarely defines an exploration project on its own, but it can materially change how the geology is interpreted. Lion Rock Minerals (ASX:LRM) reported in early September 2026 that auger drilling at its Minta project in Cameroon had returned high-grade rare earth intervals …

Small explorers rarely get to compare feasibility assumptions directly against completed mining results. Lunnon Metals (ASX:LM8) has done so after finishing mining at its Lady Herial open pit in the Kambalda district of Western Australia in early August 2026.

Listed investment companies can attract attention when the value of their underlying portfolios differs materially from how investors value the company itself. Acorn Capital Investment Fund (ASX:ACQ) enters the period with reported netTangible Assetbacking supported by a portfolio spanning listed and unlisted Australian microcap …

Most listed property vehicles are trying to grow. US Masters Residential Property Fund (ASX:URF) is trying to finish. The stapled group has spent years selling down a portfolio of New York and New Jersey housing, and at 30 June 2026 just 74 properties remained.

Blackstone Minerals (ASX:BSX) spent several years known primarily as a Vietnamese nickel developer, but its centre of gravity has shifted. The flagship is now Mankayan, a copper-gold project in the Philippines carrying a JORC resource of 793 million tonnes at 0.65% copper equivalent. A …

Small energy producers rarely stay quiet while a drill bit is turning, and Cue Energy Resources (ASX:CUE) sits in that position with minority stakes across gas and oilAssetsin Australia, Indonesia and New Zealand.

Exploration companies tend to draw attention when multiple programmes are active at the same time, and Dreadnought Resources (ASX:DRE) has several workstreams under way across Western Australia. These include a 50,000 metre air core campaign in the Yilgarn, follow-up work on gold and tungsten …