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IGO in Focus: Kwinana Challenges and Greenbushes Strength
December 10, 2025 09:50 PM AEDT| By SamIGO is balancing Kwinana processing challenges with the strategic strength of its Greenbushes exposure. The market is watching operational stabilisation, cost control, capital discipline and lithium sentiment as the next phase unfolds.
Iluka Pulls Back: What’s Pressuring the Mineral Sands Story
December 10, 2025 09:15 PM AEDT| By SamIluka’s pullback reflects guidance uncertainty, softer mineral sands conditions and operational cost pressures. The market is watching for clearer sales visibility, steadier production execution and disciplined progress on strategic optionality.
BHP Update: Power Deal Boosts Flexibility as Growth Focus Sharpens
December 10, 2025 09:07 PM AEDT| By SamBHP has improved flexibility through a power network partnership while keeping its strategy anchored to iron ore strength and long-cycle growth in copper and potash. Investors are watching execution and valuation sensitivity.
Northern Star Near Highs: Exploration Drive and Power Pivot
December 10, 2025 08:43 PM AEDT| By SamNorthern Star is leaning into exploration-led growth across key hubs while progressing energy and infrastructure upgrades. With shares near highs, the market focus stays on execution, costs and reserve replacement.
Fortescue Update: Iron Ore Strength and the Green Iron Pivot
December 10, 2025 08:20 PM AEDT| By SamFortescue remains driven by iron ore strength while refining its transition strategy with tighter discipline. The next chapter hinges on operational reliability, cost control, and whether green iron initiatives deliver credible progress.
Lotus Kayelekera Update: What to Watch in Uranium Supply
December 10, 2025 07:52 PM AEDT| By SamLotus is navigating sulfuric acid constraints affecting Kayelekera’s ramp-up by strengthening supply options and progressing onsite infrastructure. Focus now rests on stability, accreditation progress, and shipment readiness.
Liontown’s Canmax Deal: What It Signals for Lithium Supply
December 10, 2025 03:56 PM AEDT| By SamLiontown’s binding Canmax offtake strengthens future spodumene placement and battery-chain links. Focus now rests on Kathleen Valley execution, cost discipline, and resilience as lithium market conditions continue to evolve.
South32 Board Reset: What It Means for the ASX 200
December 10, 2025 03:38 PM AEDT| By SamSouth32’s board refresh refocuses attention on governance, strategy and delivery in a cyclical sector. Investors often reassess oversight strength, capital discipline and execution credibility as key valuation inputs.
ASX 200 Watch: Tungsten Mining’s New Shares Hit the Market
December 09, 2025 05:58 PM AEDT| By SamTungsten Mining has quoted new ordinary shares on the ASX, a capital structure update that can affect liquidity and ownership. Market focus typically shifts to dilution, use-of-funds signals and execution milestones.
ASX 200: BHP Power Deal Signals WAIO Shift in Capital Strategy
December 09, 2025 05:53 PM AEDT| By SamBHP outlined a new partnership structure for WAIO’s inland power network, designed to bring in long-duration capital while keeping control. The move highlights capital discipline and infrastructure funding flexibility for long-cycle operations.
ASX 200: Felix Funds Antimony Push as Alaska Program Expands
December 09, 2025 05:21 PM AEDT| By SamFelix Gold has raised new equity to fund exploration, feasibility work and operational expansion in Alaska. The company is awaiting further gold and antimony assay results that may guide the next phase of activity.
ASX 200: Aureka Moves Comstock Toward Early Mining Pathway
December 09, 2025 05:16 PM AEDT| By SamAureka has engaged Core Prospecting to assess approvals, engineering, logistics, drilling needs and milling options for St Arnaud Comstock. The findings will guide whether an early mining pathway is practical.
ASX 200: True North Funds Mt Oxide Drilling Push for Next Year
December 09, 2025 05:13 PM AEDT| By SamTrue North Copper is raising new equity to accelerate drilling at Mt Oxide and progress Cloncurry targets. Pending assays and upcoming geophysics results are expected to guide the next exploration phase.
ASX 200: Copper Tightness Lifts Juniors as Majors Slip
December 09, 2025 05:11 PM AEDT| By SamCopper optimism is strengthening as major producers face output pressure and supply constraints persist, encouraging junior explorers to accelerate drilling and advance projects. Policy focus on critical minerals adds strategic urgency into next year...
ASX 200: Terra Metals Finds Stacked Reefs at SW One
December 09, 2025 05:01 PM AEDT| By SamTerra Metals has reported new SW one assay results indicating multiple near-surface reef horizons and sulphide mineralisation within a stacked system. Further pending assays will be key to confirming continuity and scale.
ASX 200: WA Resources Sales Stay Strong as Jobs Hold Firm
December 09, 2025 04:59 PM AEDT| By SamWA delivered strong resources sales across the financial year, supported by resilient mining employment and major contributions from gold, iron ore, LNG and alumina. Industry investment also remained elevated, reinforcing activity levels.
ASX 200: ABx Targets Sunrise Approvals and Dual Project Momentum
December 09, 2025 04:57 PM AEDT| By SamABx is advancing approvals and design work for the Sunrise Bauxite Project while progressing Deep Leads development and the ALCORE pilot plant pathway. The next focus is regulatory progress and execution milestones.
ASX 200: Seven Cleaner Mining Shifts Already Taking Hold
December 09, 2025 04:54 PM AEDT| By SamMining sustainability is moving from intent to execution, with renewable power, cleaner haulage, better water reuse and improved waste pathways already reshaping how sites operate, scale and close responsibly.
ASX 200: EQ Resources Sets Traxys Deal to Reset Tungsten Debt
December 09, 2025 04:51 PM AEDT| By SamEQ Resources has executed a binding term sheet with Traxys covering a prepayment facility and tungsten offtake framework. The focus now shifts to definitive agreements, conditions precedent and implementation of the sales pathway.
ASX 200: Theta Secures Key Equipment for TGME Build Path
December 09, 2025 04:48 PM AEDT| By SamTheta has secured long-lead processing equipment for the TGME Gold Project in South Africa, supporting schedule confidence as civil works progress. Next focus areas include deliveries, installation sequencing and commissioning readiness.
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