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INDEPENDENT RESEARCH MEDIA FOR THE ASX. DEPTH OVER HYPE.
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What Makes a Mining Project Viable in 2026, Part 1 of 3 – The Economics Have Changed
Mining project feasibility in 2026, from Hermosa's US$1.1bn overrun to Kayelekera's restart, with gold, diesel, acid and interest rates as at October.

Noel Ong
3 days ago35 min read


Are Equity Markets Facing a Meltdown? What the Charts and Interest Rates Say
Is the stock market facing a meltdown? Shares fell after a high US inflation figure. We check six indices, the VIX and bond yields for warning signs.

Noel Ong
3 days ago7 min read


Global Manganese Update and the Manganese Price Outlook for October 2026
The manganese price has given back most of its early 2026 gains. Supply cuts, China port stocks, steel and the Jupiter Mines (ASX: JMS) chart.

Noel Ong
4 days ago8 min read


M Battery Materials (ASX: MBM) - IPO Review of a Queensland Graphite and Vanadium Explorer
The M Battery Materials IPO (ASX: MBM) seeks A$15m to A$25m at A$0.50. Samso reviews the LE Minerals graphite deal, the resources, the escrow and the risks.

Noel Ong
4 days ago19 min read


Cleo Diagnostics (ASX: COV) - The Ovarian Cancer Blood Test, the Evidence and the FDA Submission
Cleo Diagnostics (ASX COV) plans an FDA submission for its ovarian cancer blood test in the first half of 2027. Samso reads the evidence and the cash.

Noel Ong
5 days ago46 min read


Global Economic Update, the Inflation and Interest Rate Outlook for Late 2026
Inflation is rising again and four of five major central banks raised rates in September. What it means for the RBA on 3 November and ASX investors.

Noel Ong
5 days ago6 min read


Is Niobium Still in Flavour?
The niobium price in China is about 7 per cent lower in a year while three of four ASX niobium stocks halved. We read both charts, WA1 included.

Noel Ong
6 days ago8 min read


Interest Rates, Oil and Commodities for ASX Resources Investors
Interest rates, oil and commodity prices in October 2026. What the EIA, the Fed and the RBA say, and the questions ASX resources investors can ask.

Noel Ong
6 days ago33 min read


Capability X (ASX: CX8) - IPO Review of an Edge AI Safety Technology Company
The Capability X IPO (ASX: CX8) raises A$12m at A$0.20. Samso reviews the prospectus, the CX Edge technology, the contracts, the escrow and the risks.

Noel Ong
7 days ago17 min read


Global Nickel Outlook as the Market Swings Back to Surplus
Global nickel outlook. The INSG now forecasts a surplus for 2026 and 2027, Indonesia has lifted its ore quota and the price has hit a new 2026 low.

Noel Ong
7 days ago8 min read
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