Browsing Tag
Laverton
3 posts
Genesis Minerals (ASX: GMD) climbs 5.7% as Leonora consolidation thesis hits Magnetic Resources catalyst
Raleigh Finlayson consolidated Leonora through four acquisitions. Genesis Minerals (ASX: GMD) now sits on 18.9 Moz resources and the September plan refresh.
Regis Resources (ASX: RRL) climbs as A$1.1bn cash build and Iran war gold premium support thesis
Regis Resources just hit A$1.13bn cash and bullion. The Iran war is keeping gold bid. The unhedged exposure cuts both ways. The Q4 print is the test.
Lynas opens Thursday’s ASX session as rare earths rally and samarium milestone keep ASX: LYC bid
China controls the rare earths chain. Lynas Rare Earths just locked in a US$110 NdPr floor to 2038. The Malaysia heavy rare earths plant changes the maths.