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Parbo Resources (ASX: PRB) IPO: A$5 Million to Drill Gold and Copper Targets Near Meekatharra
Parbo Resources Limited is preparing for an ASX listing with a A$5 million offer to fund gold and copper exploration near Meekatharra. What the prospectus says, and what the first drilling has to show.

Noel Ong
Sep 1411 min read


Japan Took 30 Years to Recover. China May Not Get the Same Chance.
Japan took thirty years to recover from a debt-fuelled property bubble. China's own property crisis began in 2021 and is unresolved, its local debt is far harder to measure than Japan's ever was, and Beijing is already legislating against AI-driven job losses while Washington still debates the idea. Part 1 of a two-part macro series.

Noel Ong
Sep 1330 min read


Why Is the Oil Price Rising? ASX Oil Stocks to Watch in 2026
Brent crude is back above US$100 a barrel. What is driving it, what could reverse it, and how the ASX oil names differ by stage, from producers to explorers.

Noel Ong
Sep 1320 min read


Terra Metals Limited (ASX: TM1)
Terra Metals has made a significant high-grade discovery at Southwest. This workup does not attempt to value it, since the project has no economic study and no Southwest resource, but assesses whether the discovery is substantive and what evidence will confirm it.

Noel Ong
Sep 1244 min read


Ordell Minerals Limited (ASX: ORD)
Ordell Minerals has put a maiden Mineral Resource Estimate on the calendar for the December 2026 quarter, on a granodiorite-hosted gold system 6km from a producing 1.3Moz open pit. This workup examines what the company has actually published, and what that evidence does and does not support.

Noel Ong
Sep 1246 min read


Innovaero Technologies IPO: Bringing Sovereign Defence Technology to the ASX
Innovaero Technologies is raising A$40 million to list on the ASX on 18 September 2026. What the OWL loitering munitions and the numbers actually say.

Noel Ong
Sep 1114 min read


Bengwenyama's Second Product, and the Discount Nobody Has Explained
South Africa holds about four fifths of the world's platinum group metal reserves. Samso looks at what Bengwenyama's chrome, its missing offtake and its unexplained discount are actually worth.

Noel Ong
Sep 1165 min read


Why is the Copper Price Rising? ASX Copper Stocks to Watch in 2026
Copper has pushed into record territory above US$14,700 a tonne, driven by mine-supply problems, tariff-related stockpiling and rapidly growing electricity demand. We examine what is behind the copper price rally, whether it can last and which ASX copper stocks provide investors with exposure.

Noel Ong
Sep 1018 min read


Position Sizing Before Stock Selection
Position sizing for ASX investors, and how much to put in one stock. An MIT lecturer hands out paper, names a sum, and exposes the decision most skip.

Noel Ong
Sep 1022 min read


Kaoko Metals Limited (ASX: KAO)
Kaoko Metals drilled its first ever holes at Chalkos in Namibia and logged about sixty metres of visible copper. The stock ran from 73 cents to A$2.50 in two sessions, and the company then raised A$20 million at A$2.20, above its fifteen-day average. This workup sets out what has actually been proven, what has not, and why the assay result is still the event that settles it.

Noel Ong
Sep 953 min read


Australian Rare Earths Limited (ASX: AR3)
Australian Rare Earths carries two very different assets on one small balance sheet. Koppamurra is an ionic clay rare earths project with a Pre-Feasibility Study and a maiden Ore Reserve, one of only two assets in its peer group to hold one. Overland is a niobium carbonatite discovery that is one drill hole old. This workup separates what has been proven from what has been interpreted, at both.

Noel Ong
Sep 955 min read


The Grain Size Tin Problem: why identical assays are not identical deposits
Two tin deposits can report identical assays and still have opposite futures. The variable that separates them is the size of the ore mineral grains: grain size sets recovery, recovery multiplies grade, and no drill intersection reports it. Part 2 of the eastern Australia tin and tungsten series explains the grain size problem and how it decided which known fields became mines.

Noel Ong
Sep 817 min read
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