The obscure, ultra-refined mineral quietly powering semiconductors, EV batteries, defence technology, and LEDs — and largely ignored by mainstream investors.
Latest
Geopolitics Back in Focus
While the US and Iran face off in the Persian Gulf, and the broader Western alliance navigates the fractures opened by Trump’s second term, Australia sits in a rare sweet spot.
China Capitulation Part 6 – A gruesome murder, family intrigue, and dark money movements
The death of a Hong Kong socialite three years ago shocked many when it happened. As the trial proceedings went on, it revealed the tip of the iceberg of corruption and dark money that operates in China, Hong Kong, and those that trade with them…
Today is COLLISION DAY. (Everything changes from here…)
A new investment thesis from Lachlann Tierney. This is Pax Silica.
Big Tech Pivots to Minerals
James Cooper explains how America’s scramble for mineral independence is creating lucrative opportunities in junior mining stocks.
At 26 cents it was a fever dream, at $18 it was real
Lachlann Tierney’s new thesis for AI and commodities converging. And how Aussie investors are at GROUND ZERO.
