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Metals & Mining
Investor interviews and briefings with industry leaders from the metals and mining sectors.


OD6 Metals (ASX: OD6) Completes Acquisition of District-Scale High-Grade Quinn Fluorspar Project in Nevada
OD6 Metals (ASX: OD6) Completes Acquisition of District-Scale High-Grade Quinn Fluorspar Project in Nevada

Noel Ong
3 hours ago12 min read


US shuts the back door on Chinese defence metals, and Australian tungsten is suddenly in play
Washington has set a hard deadline of 1 January 2027. Australian producers are on the right side of it, but only if they can prove where every gram came from. Australian critical minerals producers have been handed their clearest opening yet into the United States defence supply chain, after President Trump signed an executive order closing the loophole that let American contractors keep buying Chinese magnets, tungsten and tantalum. Executive Order 14415, signed on 20 July 2

Noel Ong
2 days ago9 min read


Iron Bear Resources (ASX:IBR) Maiden PFS: A 3.3 Billion Tonne Ore Reserve, a US$ 9 Billion NPV, and What It All Means
Iron Bear Resources has released its first Pre-Feasibility Study for its namesake magnetite project in Canada's Labrador Trough, together with a maiden Ore Reserve of 3.3 billion tonnes.

Noel Ong
5 days ago13 min read


Inside the Gwardar Resources IPO: Two historic goldfields, one new float
Explore the Gwardar Resources IPO as they aim to raise $6M for gold and copper exploration in WA's historic fields. Discover Gwardar Resources IPO details.

Noel Ong
Jul 2810 min read


The Dilemma of Investing in the Iron Ore Story
The iron ore market is splitting in two. The product that pays today's dividends, 62% Fe fines (62% iron content) into Chinese blast furnaces, carries a softening price outlook on every published forecast. The product with the strongest structural story, high-purity magnetite feed for direct-reduction steelmaking, sits mostly in projects that are the hardest to finance. That is the dilemma.

Noel Ong
Jul 2323 min read


Alurion Resources IPO: A BRE Spin-Out Brings a 568 Mt Brazilian Bauxite-Gallium Project to the ASX
Discover the Alurion Resources IPO, a unique ASX float backed by a 568 Mt Brazilian bauxite-gallium project. Learn about Alurion Resources IPO now!

Noel Ong
Jul 2112 min read


Aureka Limited – A 455koz Inferred Gold Base, a Shoestring Restart at Comstock, and the Question of Who Pays for It
Aureka Limited (ASX: AKA) is a serious greenfield explorer chasing million-ounce potential in the Stawell Corridor, and a fast-to-market, minimal-footprint gold producer at a previously mined pit two kilometres north of the township of St Arnaud.

Noel Ong
Jul 2016 min read


Twelve on the Watchlist: value left behind in the gold price correction?
The gold price has fallen roughly 28% from its January 2026 record high, and the share prices of small gold companies have fallen even harder. This Insight walks through twelve ASX-listed gold small-caps, one by one, in plain language. For each company we ask two simple questions. Does the project stack up as a real, money-making mine? And does the company look like the kind of business a bigger gold miner would want to buy?

Noel Ong
Jul 1928 min read


Lion Rock Minerals (ASX: LRM): A Rutile-Rich Corridor Emerges Across 130 km² at Cameroon's Minta Project
Lion Rock Minerals Limited (ASX: LRM) has delivered the results of its completed drilling hand-auger campaign at Mboma and Loum, two priority zones within the 8,800 km² Minta Rutile & Monazite Project in central Cameroon.

Noel Ong
Jul 1510 min read


OD6 Metals (ASX:OD6): High-Grade Sampling Results and an 8 km Corridor Build the Quinn Fluorspar Case
Discover the latest high-grade sampling results from OD6 Metals, as they reveal an 8 km corridor at Quinn Fluorspar. OD6 Metals is a first-mover in US fluorspar.

Noel Ong
Jul 1411 min read


Miramar Resources: A Kalgoorlie Gold Explorer Doubles Its Gidji Exploration Target
Discover how Miramar Resources has doubled its Gidji Exploration Target. Learn more about Miramar Resources' significant gold exploration

Noel Ong
Jul 1311 min read


The Handback: What Rio Tinto's Kasiya exit says and doesn't say about titanium and graphite
On 8 July 2026, Rio Tinto told Sovereign Metals it will not exercise its option to become operator of the Kasiya rutile-graphite project in Malawi, handing back full control of one of the largest critical-minerals discoveries of the decade. Read one way, that looks like a vote of no confidence from the world's second-largest miner.

Noel Ong
Jul 1218 min read


The Big Consolidation — where the gold price settles before its next move
Start with the facts as of this week. Spot gold is trading around US$4,025–4,050 per ounce (2 July 2026), having touched an eight-month low earlier in the week before recovering above US$4,000. That is roughly 28% below the record high of ~US$5,595–5,602 set on 28–29 January 2026 — and yet still about 22% higher than a year ago. Both of those numbers matter, and most commentary quotes only one of them.

Noel Ong
Jul 817 min read


Neu Horizon Uranium IPO: A Two-Jurisdiction Uranium Float
Neu Horizon Uranium Limited (proposed ASX: NHU) is raising to $15 million to chase uranium in two of the more interesting addresses on the map: the structurally-controlled and black-shale uranium districts of northern Sweden, and the basement rocks along the northern rim of Canada’s Athabasca Basin — the highest-grade uranium district on earth.

Noel Ong
Jul 610 min read


Copper's precious passengers — where platinum and palladium hide in a porphyry
A handful of the world's giant copper mines also carry platinum and palladium. They are rarely worth mining on their own — but the story of how they got there is one of the clearest windows we have into how a copper-gold deposit is made. This is that story, told for the curious rather than the credentialled.

Noel Ong
Jul 520 min read
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