Graphite stocks have been whacked. But the supply-demand balance is thought to be turning, prompting senior analysts to tip a recovery in graphite prices. This could see the next generation of producers such as Battery Minerals and Kibaran spring to life. Plus, pending base metals BFS could re-rate Orion shares.Leading... Show More

Recent lithium acquisitions provide see-through valuations for Pilbara which are well above its share price, fuelling talk about what it may get for its planned sale of a stake in its project. Plus, Sunstone’s chief is upbeat on its current porphyry drilling and PolarX’s $70m Lundin deal validates its strategy. Pilbara... Show More

The soaring iron ore price is generating cash hand-over-fist for Rio, BHP and FMG. But when it comes to leverage for investors, juniors like Centaurus have it in spades. Plus, which gold miner spurned takeover suitor St Barbara? The trickle-down effect of the surge in iron ore prices in response to... Show More

Mincor is positioning to cash-in on the lithium battery boom as a supplier of the nickel which is crucial to battery production. Plus, investors’ eyes turn to PolarX as Alaska’s new field season beckons. The Kambalda nickel camp is stirring again, some 53 years after WMC (acquired by BHP in 2005)... Show More

The mining giants have declared a new-found appetite for battery metals. And the word from on high is good news for leveraged battery juniors like Mincor and Liontown; Plus, Bellevue dangles the resource-upgrade carrot and analysts line up to tip big things for Strandline.FOMO among major miners BHP and Rio... Show More

With big gold stocks looking fully-priced, the hunt is on for value down the chain. But tier-1 locations and scale are still must-haves. This is where Bardoc, led by the Pilbara Minerals trio, is coming into its own. Plus, Rio chairman says “we think we have a mine” at Winu. Leading... Show More

The conglomerate’s surprising decision to pay a 47% share price premium for half a lithium project which won’t be in production for three years poses interesting questions about the upside for existing producers. Plus, New World Cobalt turns its hand to a promising gold-base metals project. And Vale, Sir Arvi.There... Show More

Red 5 has already turned trading screens green this year - and now investors are braced for a big increase in its 1.9Moz resource. Plus, Strandline hints at selling a stake in its large WA mineral sands project and South Africa Inc lines up to back Orion’s base metals mine.Gold’s... Show More

The German giant this week named hard-rock lithium, such as that from WA, as being far more desirable than the South American brine-type. Plus, it loves Australia. The comments were a welcome tonic for the still-recovering ASX lithium miners. Plus, smart money is finding its way into gold juniors. Western Australia’s... Show More

At 1.4km long, Rio’s Winu copper-gold find in WA was already extensive. But new satellite images reveal drilling now extends over 3.3km. Plus, a new research report tips Venturex shares to triple as its copper-zinc project gathers momentum. That’s good news for Northern Star, which has 20% of the stock. When... Show More