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


Infini Resources October Round-Up: A$12m Raise, +10k ha, Uraninite Logged - A Canadian Uranium Story
Infini Resources Limited (ASX: I88) delivered three key messages in its October sequence: the discovery of visible uranium in the core at Portland Creek (Figure 1), a 68% expansion of tenure around that system, and the raising of fresh capital at a premium to accelerate drilling in Newfoundland and the Athabasca region. This summary pulls the key facts and where they fit in the bigger picture.

Noel Ong
16 hours ago7 min read


Cannindah Resources — Near-surface Cu-Mo Exploration Target at Monument, vectors to porphyry at depth
Cannindah Resources Limited (ASX: CAE) has outlined a near-surface Exploration Target at the Monument prospect within the Southern Porphyry Target Zone at Mt Cannindah (Qld) (Figure 1), interpreting skarn mineralisation as the upper expression of a deeper, pencil-style porphyry. The work compiles historical drilling, recent mapping, rock chips and trench/channel results into a coherent near-surface Cu-Mo model that opens new drill targets toward depth.

Noel Ong
16 hours ago7 min read


American Rare Earths (ASX: ARR)—Metallurgy Milestone, Test Mining Done, and a Clear Path to Scale at Halleck Creek - REE and Permanent Magnets in the USA.
American Rare Earths Limited (ASX: ARR) has ticked off three important boxes at Halleck Creek Project (Figure 1): (1) impurity-removal breakthrough, (2) ~3,080 t test-mined and bulk samples dispatched for comminution, (3) third-party LREO/HREO concentrates validating the ore. The October Investor Presentation then ties the technical gains to the scale and economics of a phased development plan.

Noel Ong
2 days ago7 min read


Cape Ray West: New Multi-Kilometre Gold Corridor Emerging
AuMEGA Metals Limited (ASX: AAM) has reported results from a surficial geochemistry (till) program at Cape Ray West, defining multiple high-grade gold-in-till anomalies along the western contact of the Isle aux Morts Granite — an intrusive body that has never been drill-tested (Figure 1). The anomalies coincide with structural breaks and magnetic features, establishing a new discovery corridor west of existing resources.

Noel Ong
2 days ago6 min read


ENR intersects fresh REE fluorocarbonates at Green; new Juan prospect returns near-surface anomalism (West Arunta) - Carbonatite Provincial Potential?
Encounter Resources Limited (ASX: ENR) has reported multiple intersections of rare earth element (REE) fluorocarbonate minerals (including bastnaesite, synchysite and parasite) from untargeted diamond drilling at the Green carbonatite, alongside a new near-surface REE hit at the Juan prospect, ~10 km from existing niobium-REE deposits in the West Arunta. The results add further evidence that Aileron hosts district-scale niobium–REE potential across several large carbonatite s

Noel Ong
2 days ago7 min read


Cannindah Resources – High-Grade Trenching Confirms “Pencil Porphyry” Potential at Mt Cannindah
Cannindah Resources Limited (ASX: CAE) has reported standout trenching results from the Southern Target Zone (Appletree–Dunno) at Mt Cannindah, Queensland (Figure 1). The work outlines a 500 m × 100 m corridor of high-order Cu-Au-Mo geochemistry coincident with IP chargeability and magnetic highs—and crucially, an untested target at the lowest topographic level within the mining leases, consistent with a preserved porphyry system.

Noel Ong
3 days ago6 min read


Coffee with Samso: OD6 Metals Limited — An Aspiring Australian Clay REE Story - Better Position Second Time Around
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Explore OD6 Metals' innovative REE strategies on Coffee with Samso. Discover how their REE advancements and copper potential redefine the market.

Noel Ong
5 days ago6 min read


Kaiser Reef — Henty Throughput Up to 33% Above Nameplate; Ramp-Up Underway - A Gold Production Story
Kaiser Reef Limited (ASX: KAU) has reported materially higher processing performance and a coordinated ramp-up program at the Henty Gold Mine in Tasmania (Figure 1), alongside actions to de-bottleneck underground access, modernise the fleet, and accelerate resource growth drilling. Management frames these steps as critical to lowering unit costs and underpinning near-term Reserve calculations.

Noel Ong
Nov 76 min read


Substantial Untested Conductor Below High-Grade Alotta (Cu-Ni-Pge-Au) - Looking for Massive Sulphides; Funding Locked
Pivotal Metals Limited (ASX: PVT) has released new Fixed-Loop Time Domain EM (FLTEM) results from the Midrim–Alotta area of the Belleterre-Angliers Greenstone Belt (BAGB) Projects in Abitibi, Québec, Canada, ~85 km south of Rouyn-Noranda (Figure 1). The work defines a substantial, untested conductive plate directly beneath the shallow, high-grade Alotta sulphide body, and indicates prior drilling was sub-optimal; a new NE-oriented drill strategy is now planned to test depth

Noel Ong
Nov 79 min read


Encounter Resources delivers highest-grade niobium yet at Green, building the high-grade Niobium core at Aileron (West Arunta) - Establishing the World Class Carbonatite Province
Encounter Resources Limited (ASX: ENR)’s latest Aileron results sharpen the focus on Green Prospect (Figure 1) as the emerging high-grade core of this West Arunta carbonatite system. A standout 85m @ 3.1% Nb₂O₅ within a thicker 124m envelope materially upgrades grade continuity inside—and beyond—the current resource shell.

Noel Ong
Oct 316 min read


E79 Gold: Mountain Home Copper–Gold, NT— High-Grade Rock Chips Expand Prospective Footprint - Test a potential new Copper-Gold Mineral System.
E79 Gold Limited (ASX: E79) has sharpened the Mountain Home Copper–Gold (Figure 1) story in the NT with a simple but telling update (23 October 2025): fresh mapping plus 24 rock-chip samples have pushed high-grade copper outside the known gossan and onto parallel trends. With assays up to 35.9% Cu and Cu-Au-Bi mineralisation tracking along sinistral brittle faults, the footprint now looks more like a structural corridor than a single showing.

Noel Ong
Oct 317 min read


Tronox Joins Lion Rock: 5% Cornerstone to Accelerate Minta (Rutile + Monazite)
Lion Rock Minerals Limited (ASX: LRM) has secured a strategic placement and technical partnership with Tronox Holdings plc (NYSE: TROX)—one of the world’s largest vertically-integrated titanium dioxide and zircon producers. This is not just funding; it’s an alignment with an operator that mines, upgrades, and markets titanium feedstocks (including rutile) and rare earth-bearing monazite at industrial scale. The move signals an intention to fast-track drilling, resource defini

Noel Ong
Oct 307 min read


Latrobe Magnesium - What the Business Is and What the Deck Says - A Magnesium Metal Story
Latrobe Magnesium (ASX: LMG) is progressing an Australian-first pathway to produce magnesium and associated by-products from brown coal ash via a patented hydromet/thermal reduction process (Figure). In late September 2025, LMG confirmed first production of magnesium oxide (MgO) from its Hazelwood North Demonstration Plant—an operational milestone that further de-risks the flowsheet ahead of magnesium metal commissioning.

Noel Ong
Oct 296 min read


Encounter Resources starts RC drilling at Haddon copper prospect (Paterson Province, WA)
Encounter Resources Limited (ASX: ENR) has kicked off a 6-hole RC program at the Haddon copper prospect (formerly BM5) within its 100%-owned Yeneena Copper Project in the Paterson Province, ~50 km SE of Nifty, WA (Figure 1). The target sits on a major fault with coincident EM resistive response and prior aircore results that finished in gossanous, multi-element anomalism—an undercover setting analogous in style to nearby sediment-hosted copper systems and magmatic Cu-Au depos

Noel Ong
Oct 296 min read


Orange Minerals – Lennon’s Find Project: Rock Chips to 2,948 g/t Ag ahead of first deep IP test - Some Silver Signs or Is there Something More Interesting To Come.
Orange Minerals NL (ASX: OMX) has released new surface sampling results from the Lennon’s Find polymetallic project in the Pilbara, with rock chips returning standout precious and base-metal grades along a 4.5 km mineralised corridor (Figure 1). The company is moving to a single 650m diamond hole in early November to directly test a pronounced induced polarisation (IP) anomaly interpreted as a potential feeder to the known zinc-lead-silver system.

Noel Ong
Oct 286 min read
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