Browsing Tag
Western Australia
131 posts
Emerald Resources (ASX: EMR) jumps 6.5% as gold rally amplifies three-mine growth thesis
Okvau prints US$897 per ounce AISC against US$4,720 gold. Emerald Resources (ASX: EMR) now has Dingo Range permits and Memot moving to maiden reserve.
Capricorn Metals (ASX: CMM) gains 4.5% as gold rally lifts Karlawinda expansion thesis
Gold is at US$4,720 and Capricorn Metals (ASX: CMM) is months from a second mine that doubles output. The permit is the only thing standing between thesis and cash flow.
Liontown (ASX: LTR) rallies 4.7% as lithium price recovery powers Kathleen Valley thesis
LG Energy Solution exited at the worst possible moment. Lithium prices then ripped 58%. Liontown (ASX: LTR) now has Kathleen Valley margins working.
Yindjibarndi Energy advances Pilbara solar project with Rio Tinto as long-term buyer
Pilbara mines need cleaner power. Jinbi gives Rio Tinto a solar answer while testing whether Indigenous-led infrastructure can scale.
Why Rio Tinto’s 30-year Jinbi Solar deal could quietly change Pilbara power politics
Mining needs cleaner power. Jinbi shows how Rio Tinto, Yindjibarndi Energy and ACEN could reshape Pilbara energy ownership.
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.
Elevra Lithium (ASX: ELV) runs to A$13.53 close as Atlantic Lithium takeover puts Ewoyaa stake in play
Sayona and Piedmont merged. Elevra emerged. Now Huayou Cobalt has bought Atlantic Lithium for A$292m. Elevra's Ewoyaa stake is officially in play.
BHP Group (ASX: BHP) leads ASX 200 miners higher as copper thesis reignites supercycle trade
Base metals are flat. Iron ore hasn't moved. So why is BHP Group ripping the ASX 200 to a two-week high? The copper thesis is back in play.
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.
Liontown shares climb 2.9% as lithium rally and data centre demand lift ASX: LTR
Spodumene just broke US$2,000. Data centres need batteries. Brokers haven't caught up. Liontown is sitting at a fresh 52-week high for a reason.