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Five ASX Small Caps With AI Data Centre Optionality
Five ASX-listed resources and energy companies with Australian project land are being screened as AI data centre infrastructure plays under tighter new federal rules.

Noel Ong
Aug 1012 min read


The Calcium Curse — why a tungsten skarn fights back at the mill
Before the challenge of processing, comes the reward. Tungsten stands out in metallurgy due to its exceptional properties: it has the highest melting point of any metal and a density close to that of gold. This makes it a preferred choice for cutting tools, armor, and aerospace applications. Additionally, tungsten is rare, difficult to recycle, hard to replace, and approximately 80% of it is sourced from China. This is why the EU considers it a critical raw material.

Noel Ong
Aug 918 min read


What Is a Token in AI? The Jargon of AI Explained for Investors
A token is a small piece of a word, and AI bills everything in tokens. Part 1 of The Language of AI decodes the industry’s jargon for investors in plain English.

Noel Ong
Aug 717 min read


Reading the Skarn — where tungsten hides in the contact
Roughly half the world's tungsten lives in skarn: a hard, ugly, calc-silicate rock that forms where a hot granite leans against limestone. Strip away the market noise and this is a story about chemistry at a contact. Here is how it works — in pictures.

Noel Ong
Aug 718 min read


Tusker Minerals Sharpens Focus on Rutile and Heavy Mineral Sands as it Divests Machinga Rare Earth Project
Discover how Tusker Minerals is shifting focus to rutile and heavy mineral sands while divesting the Machinga Rare Earth Project. Explore Tusker Minerals' strategic moves now!

Noel Ong
Aug 611 min read


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
Aug 512 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
Aug 39 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
Jul 3113 min read


How to Buy the AI Build-Out on the ASX — semiconductors, data centres, and the vector-database gap
Where an ASX investor can actually buy the AI build-out: semiconductor and data-centre stocks explained, plus why there's no ASX vector-database play.

Noel Ong
Jul 3012 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


Ceretas IPO: A portable ultrasound headset for Alzheimer's lines up for the ASX
Brisbane biotech Ceretas is seeking $8 million to take a decade of University of Queensland brain research from the lab bench to the clinic.

Noel Ong
Jul 278 min read


The Paradox: The Price Fell, The Bill Rose - AI Agent Economics
AI's inputs got over 99% cheaper, yet AI bills keep rising. A plain-English guide to agentic AI economics, and the one cost test investors should apply to any AI story.

Noel Ong
Jul 269 min read
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