Mining deals? You ain’t seen nothing yet!
Lion’s mining clock is lighting up again as global M&A surges, but this doesn’t look like another dumb top‑of‑cycle blow‑off. It looks like the real boom phase beginning.

Lion’s mining clock is lighting up again as global M&A surges, but this doesn’t look like another dumb top‑of‑cycle blow‑off. It looks like the real boom phase beginning.
By Lachlann Tierney,

Rate hikes punish productive Aussies and big local projects, but soaring commodity prices point to ASX-listed plays offshore in nickel, copper, lithium and uranium instead.
By Lachlann Tierney,

Prosperity is easily taken for granted. It’s even easier to lose. But rarely has it faced such an all-out assault on so many fronts.
By Nick Hubble,

The Aussie government is proposing tax reform that is based on policy from nearly three years ago. But if the market trades down for a few months, that could throw up some great opportunities.
By Lachlann Tierney,

While markets bleed, we’re cashing in. Here’s how deep geological knowledge is uncovering wins nobody else sees coming.
By James Cooper,

A US$2 billion deal for an AI agent was unwound by Beijing this week. The implications for global AI, capital flows and your portfolio are bigger than the price tag.
By Charlie Ormond,
Investment ideas from the edge of the bell curve.
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