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Blake Reid

Have You Heard of Fluorspar, the Hidden Critical Mineral?
Mining & Resources

Have You Heard of Fluorspar, the Hidden Critical Mineral?

Fluorspar rises as a critical EV mineral amid supply squeezes; Mont Royal Resources targets Ashram Fluorspar project in Quebec.

Galan Lithium Targets Near-Term Cash Flow as Hombre Muerto West Phase 1 Construction Completed
Mining & Resources

Galan Lithium Targets Near-Term Cash Flow as Hombre Muerto West Phase 1 Construction Completed

Galan Lithium completes Phase 1 at Hombre Muerto West, switching to near-term cash flow with first LiCl in H1 2026; targeting 5,200 tpa LCE.

Gorilla Gold Mines Accelerating Multi-Asset Resource Growth in Western Australia
Mining & Resources

Gorilla Gold Mines Accelerating Multi-Asset Resource Growth in Western Australia

Gorilla Gold Mines accelerates WA growth, hits 2.0 Moz resource; Comet Vale and Mulwarrie scale up, Vivien near-term mine planning.

Astral Resources Approaching the Development Crossroads in WA’s Goldfields
Mining & Resources

Astral Resources Approaching the Development Crossroads in WA’s Goldfields

Astral Resources hits a development crossroads in WA, pushing a bankable DFS for Mandilla while using Feysville tolling to fund a dual-track path to cash flow.

Austral Unleashing Dual-Hub Copper Production in Queensland with Mt Kelly and Rocklands Projects
Mining & Resources

Austral Unleashing Dual-Hub Copper Production in Queensland with Mt Kelly and Rocklands Projects

Austral to become dual-hub copper producer in QLD: optimise Mt Kelly and restart Rocklands via DOCA by 2027, backed by Glencore—near-term re-rate catalyst.

Stakk: Deepfakes, Autonomous Agents, and the Imperative for Trusted Fraud Prevention
Technology

Stakk: Deepfakes, Autonomous Agents, and the Imperative for Trusted Fraud Prevention

Stakk sits at the AI-fraud frontier as banks race to deploy data-driven, real-time protection against deepfakes and autonomous fraud agents.

Mont Royal’s Ashram Unlocking North America’s Largest Undeveloped Rare Earths Deposit at Multi-Generational Scale
Mining & Resources

Mont Royal’s Ashram Unlocking North America’s Largest Undeveloped Rare Earths Deposit at Multi-Generational Scale

Mont Royal seals 100% Ashram rare earths, North America's largest undeveloped deposit; staged, bankable path to cash flow via simple flotation concentrate.

Galan’s Hombre Muerto West: Powering the lithium rebound with high-grade supply
Mining & Resources

Galan’s Hombre Muerto West: Powering the lithium rebound with high-grade supply

Galan poised for near-term production as Hombre Muerto West nears completion; Phase 1 targets 5,200 tpa LCE via high-grade LiCl concentrate, fully funded.

Uranium Needs to be Discussed: Big tech demand meets structural deficit
Hot Topics

Uranium Needs to be Discussed: Big tech demand meets structural deficit

Uranium rally as AI data centers and SMRs power multi-million tech PPAs; looming structural deficit puts uranium in focus for investors.

Has Tungsten Been an Oversight for Investors? How to Get ASX Exposure
Hot Topics

Has Tungsten Been an Oversight for Investors? How to Get ASX Exposure

Tungsten prices jump 500% in 12 months amid supply bottlenecks and China export controls. ASX exposure could offer a fresh, high-stakes macro theme.

Where are the New Copper Discoveries? Deficit Remains, Small Caps to Benefit?
Hot Topics

Where are the New Copper Discoveries? Deficit Remains, Small Caps to Benefit?

Copper faces a structural deficit through 2026 as demand from renewables and AI surges, boosting ASX-listed miners with new long-life supply.

Silver’s Historic Rally and the Structural Deficit: Are ASX Small Caps Underappreciated?
Hot Topics

Silver’s Historic Rally and the Structural Deficit: Are ASX Small Caps Underappreciated?

Silver surges on structural deficit and tariff fears; ASX miners poised to benefit as supply tightens—are Australian small caps undervalued?

Is Graphene Technology Starting to Pay Off?
Hot Topics

Is Graphene Technology Starting to Pay Off?

Graphene moves from lab to fab as ASX players near commercialisation; Sparc's ecosparc drives 60% anti-corrosion gains and field trials with majors.

Argentina and US Ink Historic Critical Minerals Deal: The ASX Lithium Plays Set to Benefit
Hot Topics

Argentina and US Ink Historic Critical Minerals Deal: The ASX Lithium Plays Set to Benefit

Argentina-US critical minerals deal boosts ASX lithium plays; Lake Resources and Galan Lithium poised for US-backed growth in 2027–28.