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Graphite Sharpens Up and a Tech Stock Rebounds

Murray Dawes

Today Callum and Murray discussed the next strategic metal to blast off after US government intervention. They discuss two opportunities in the sector and also analyse an advanced technology stock on the ASX that looks to have turned the corner.

There’s More to the Copper Story than Tariffs: Here’s Why

James Cooper

In today’s Mining Memo, James Cooper digs further into the copper price story… Why are some markets moving while others remain still?

How to play the commodity cycle

Callum Newman

If you’re keen to explore merger and acquisition opportunities, I suggest focusing on one commodity, in particular. It just seems the highest probability thematic currently.

The little-known link between silver and gold stocks

Brian Chu

Silver just broke out to a 13-year high. Many now want to invest in silver stocks. But there are few to choose from. Here’s a better way…

Commodities

When Desperation Calls… Nuclear Answers the Call

James Cooper

What do the US, China, Germany, Denmark and Japan all have in common? They’re all looking to use nuclear power as the backbone of their energy security. Read on to find out how you can take advantage.

There’s More to the Copper Story than Tariffs: Here’s Why

James Cooper

In today’s Mining Memo, James Cooper digs further into the copper price story… Why are some markets moving while others remain still?

How to play the commodity cycle

Callum Newman

If you’re keen to explore merger and acquisition opportunities, I suggest focusing on one commodity, in particular. It just seems the highest probability thematic currently.

The little-known link between silver and gold stocks

Brian Chu

Silver just broke out to a 13-year high. Many now want to invest in silver stocks. But there are few to choose from. Here’s a better way…

Half a billion in cash to buy the bottom

Callum Newman

One thing about commodity producers is that, when prices are high, it can give them enormous free cash flow.

That gives them firepower to buy into other companies and projects if their existing operation doesn’t need or deserve more investment.

Clearly, the team at MGX think there is more potential in gold than iron ore over the longer term.

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Technology

The biggest infrastructure spending boom in history just kicked off

Nick Hubble

Did governments screw up our gas supply? According to some sources in the industry, a rather similar thing happened to our electricity and water industry.

The biggest infrastructure spending boom in history just kicked off

Nick Hubble

Did governments screw up our gas supply? According to some sources in the industry, a rather similar thing happened to our electricity and water industry.

OpenAI and Microsoft Divorce?: Why this could be good for you

Charlie Ormond

While breakups are rarely pretty, this one might actually benefit investors willing to look beyond the drama.

Why didn’t Australia just buy its own gas like everyone else?

Nick Hubble

The slow motion trainwreck that is Australian energy policy is accelerating. As are investor’s gains…if they positioned themselves to profit from the shemozzle. But how?

Nvidia’s Comeback Signals AI’s Next Chapter

Charlie Ormond

The future is here, it’s just unevenly distributed.

Small-Caps

How to play the commodity cycle

Callum Newman

If you’re keen to explore merger and acquisition opportunities, I suggest focusing on one commodity, in particular. It just seems the highest probability thematic currently.