Betting Against Aussie Critical Minerals
PLS, which specialises in lithium exploration and production, does appear toppish. I still like Lynas, the only significant commercial producer of...
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Lynas Corp Ltd (LYC AU): Synthetic Expert Call Transcript (30 Jul 2026)
The enhanced JARE agreement signed in March 2026 establishes a robust financial backstop with a US$110/kg NdPr floor, but the 30% profit-sharing...
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Aussie Shorts [13 July 2026]: PLS, Lynas, Westpac, Iluka Resources, Commonwealth Bank
The largest industry net increase in the past week was A$0.8bn into "Banks"; the largest industry net decrease was A$0.5bn out of "Diversified...
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A Basket of High-Risk, High-Reward, Critical Metal Miners with Strategic Value - Pt 1
US/Oz have signed The Critical Minerals Framework -commits the countries to invest more than $3 B over 6 months jointly and supports a pipeline of...
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Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux
In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT...
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