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# Equities Club

Equities Club

## Sitemaps

- [XML Sitemap](https://equitiesclub.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Elk Range Lists, Selectro Wins, Copper at Record Highs](https://equitiesclub.com/weekly-wraps/elk-range-lists-selectro-wins-copper-at-record-highs/) - Elk Range Mining hits the ASX and signs its driller, MRD's Selectro beats acid leaching, KTK gets US approval and copper trades at all-time highs.
- [The Dutch Say Yes to KTK's US Push](https://equitiesclub.com/defence/ktk-us-export-licence-approved/) - The Dutch export licence is granted. European-made KTK components can now ship to Los Angeles for assembly, with US deliveries set to restart in September.
- [MRD's Selectro Doubles Recovery](https://equitiesclub.com/rare-earths/mrd-selectro-recoveries/) - Mount Ridley Mines (ASX: MRD) has run its Selectro process over Grass Patch ore, pulling out rare earths, gallium and scandium in first-pass metallurgy tests.
- [Why We're Backing Elk Range Mining](https://equitiesclub.com/gold/why-were-backing-elk-range-mining-asx-elk/) - Elk Range Mining (ASX: ELK) lists with a built Idaho gold mine, US$40M already spent and high-grade gold in the old drill logs. Here's why we're backing it.
- [Diggers 2026, Gold's Best Week, Copper's Record](https://equitiesclub.com/weekly-wraps/diggers-gold-copper-uranium/) - Inside Kalgoorlie's Diggers & Dealers 2026, with copper at record highs, Bank of America tipping US$130 uranium, and Adisyn's graphene covering a full 200mm wafer
- [Adisyn Puts Graphene on Full Industrial Wafer](https://equitiesclub.com/tech/adisyn-ai1-graphene-200mm-wafer/) - Adisyn (ASX: AI1) has covered a 200mm industrial wafer edge to edge in graphene, a world first verified independently at the Hebrew University of Jerusalem.
- [Why 1.9 in KTK's Quarterly is the Wrong Number](https://equitiesclub.com/defence/ktk-quarterly-cash-runway/) - KTEK Aerosystems (ASX: KTK) reported 1.9 quarters of cash in its first quarterly. We went through the numbers, and the runway is closer to five quarters.
- [G6M Rockets 4,900% on ASX Return, Rinehart Backs G50](https://equitiesclub.com/weekly-wraps/gina-backs-gallium-tungsten-goes-wild/) - Group 6 Metals soars 4,900% after a two-year suspension, Gina Rinehart's Hancock backs gallium explorer G50, and a new gold IPO joins our ASX portfolio soon.
- [Adisyn Doubles US Patent Protection](https://equitiesclub.com/tech/adisyn-second-us-patent-graphene-chips/) - Adisyn's (ASX:AI1) latest US patent covers its graphene chip wiring by its specs, so rivals who hit the same result still land inside it. The AI spend rolls on.
- [Why We’re Backing Exultant Mining (ASX: 10X)](https://equitiesclub.com/gold/why-were-backing-exultant-mining-asx-10x/) - Exultant Mining (ASX: 10X) is exploring for gold, silver & copper. At a $7 million valuation with drilling weeks away, here's why we added it to our portfolio.
- [SpaceX Slides, Oil Soars, Three New Picks Soon](https://equitiesclub.com/weekly-wraps/spacex-slides-oil-soars-three-new-picks-soon/) - SpaceX cools after a record IPO, oil surges past US$100, Uranium is one to watch, and three new Equities Club portfolio additions arrive in August.
- [The Plan Behind MRD's New CTO](https://equitiesclub.com/criticalminerals/mrd-cto-performance-rights/) - Mount Ridley Mines (ASX: MRD) has made metallurgist Chris Larder its CTO. The vesting conditions on his 24 million performance rights map out the plan for Grass Patch.
- [Evion Lands Maniry Mining Permits](https://equitiesclub.com/criticalminerals/evion-lands-maniry-mining-permits/) - Madagascar has granted Evion Group (ASX: EVG) mining permits for its Maniry graphite project, four years after a study valued it at US$263 million pre-tax.
- [ASX Wrap: Strait Empties, FUN Goes Top Six](https://equitiesclub.com/weekly-wraps/oil-surges-fortuna-top-six-rutile-resource/) - Oil nears US$90 as the Strait of Hormuz empties, Fortuna Metals (ASX: FUN) lands a top-six global rutile resource, and ASX biotech runs against a red week.
- [AZ9's Richest Hit Yet](https://equitiesclub.com/copper/az9-copper-red-hill/) - Azzuro Resources (ASX: AZ9) drills 11.94% copper at Red Hill in Mongolia, its richest hit yet, with four of five holes striking and assays still to come.
- [Fortuna's Maiden Resource is in](https://equitiesclub.com/titanium/fortunas-maiden-resource-is-in/) - Fortuna Metals (ASX: FUN) books a maiden resource of 2.6Mt contained rutile at Mkanda in Malawi, ranking top six globally, with deeper drilling underway.
- [KTK Files Paperwork for American Push](https://equitiesclub.com/defence/ktk-files-paperwork-for-american-push/) - An export licence application in the Netherlands is the second building block of KTK's route into the world's biggest defence market.
- [Gold War Begins as Uranium Rips](https://equitiesclub.com/weekly-wraps/gold-war-begins-as-uranium-rips/) - Genesis Minerals launches a $5.6B bid for Vault, ASX uranium stocks jump on the Australia-India export deal, and brokers name their top small-cap picks
- [23 ASX Small-Cap Stocks for H2 2026](https://equitiesclub.com/deep-dives/asx-small-cap-broker-picks-2026/) - We asked 12+ brokers what they're backing for the 2nd half of 2026 . They shared 23 ASX small-cap stock picks across copper, gold, drones & biotech.
- [MRD's CSIRO Scandium Push](https://equitiesclub.com/criticalminerals/mrds-csiro-scandium-push/) - Mount Ridley Mines (ASX: MRD) has partnered with the CSIRO to find a market for one of the world's largest scandium resources at Grass Patch, WA.
- [KTEK Expands Into Growing SATCOM Market](https://equitiesclub.com/defence/ktek-expands-into-growing-satcom-market/) - KTEK Aerosystems (ASX: KTK) signs its first SATCOM deal with Israel's Over-Sat, opening a fifth product line into a US$40 billion market.
- [Rutile, Copper Hits and AI Spending Boom](https://equitiesclub.com/weekly-wraps/rutile-copper-hits-and-ai-spending-boom/) - Fortuna delivers world-leading rutile, copper grades surge in Mongolia, defence spending accelerates and gold buyers keep stacking.
- [AZ9 Hits More Copper at Red Hill](https://equitiesclub.com/copper/az9-hits-more-copper-at-red-hill/) - Azzuro Resources (ASX: AZ9) just drilled 21m of high-grade copper at Red Hill, Mongolia, including 8m at 3.27% Cu. Our take on the hole and the $15m valuation.
- [Fortuna Hits World-Class Rutile Purity](https://equitiesclub.com/rutile/fortuna-hits-world-class-rutile-purity/) - Fortuna Metals (ASX: FUN) has produced rutile grading 96.66% TiO2 from Mkanda in Malawi, clearing sector's benchmark producers, with maiden resource due soon.
- [10X Hits Metal in Maiden Drill at Balerion](https://equitiesclub.com/copper/10x-hits-metal-in-maiden-drill-at-balerion/) - Two of Exultant Mining's first three holes at Balerion came back carrying copper, zinc and lead. Assays are weeks away, with five more holes still to drill.
- [EVG Begins the Hunt at Carp](https://equitiesclub.com/criticalminerals/carp-fluorspar-exploration/) - Evion Group (ASX:EVG) reopens the hunt at Carp, a historic Nevada fluorspar mine, with sampling and a magnetic survey underway before drilling
- [Gold Tests $4k While Cheap End Keeps Moving](https://equitiesclub.com/weekly-wraps/gold-scandium-lithium/) - Gold tests US$4,000, Mount Ridley grows scandium resource, Azzuro hits sulphide at Red Hill, and a China permit knocks lithium. This week's ASX small-cap wrap
- [Gold, Copper and Lithium: 3 ASX Small-Cap Stories From This Week](https://equitiesclub.com/weekly-wraps/gold-copper-and-lithium-3-asx-small-cap-stories-from-this-week/) - AVZ enters talks on Manono, BUS drills across four gold sites, and copper tightens as supply shocks hit. Full breakdown in this week’s ASX wrap
- [Australia's Fuel Supply on a Knife's Edge: What the Strait of Hormuz Disruption Means for ASX Investors](https://equitiesclub.com/energy/strait-of-hormuz-supply-disruption-asx/) - Australia holds just ~25 days of liquid fuel. A Strait of Hormuz disruption could drain that fast. Here's how it impacts the ASX and stocks that stand to gain.
- [Weekly Wrap: Gold Momentum, Lithium Reset, Hydrogen Drilling](https://equitiesclub.com/weekly-wraps/gold-momentum-lithium-reset-hydrogen-drilling/) - Gold breaks US$3,350 as majors circle juniors. Pilbara’s update reveals lithium pressures. Kansas hydrogen drilling kicks off with ASX eyes on it
- [Weekly Wrap: Gold Climbs, Copper Hits and a 28-Bagger Gets Bought](https://equitiesclub.com/weekly-wraps/gold-climbs-copper-hits-and-a-28-bagger-gets-bought/) - Gold climbs amid global tension, AZ9 hits more copper, and one of the great ASX small-cap runs ends in a $1.3B payday
- [Copper Hits, Hydrogen Headlines - and our Next Investment is Close](https://equitiesclub.com/weekly-wraps/copper-hits-hydrogen-headlines-and-our-next-investment-is-close/) - AZ9 delivers copper hits, TEE reveals a major US hydrogen resource, and Equities Club is about to announce its first ASX small-cap investment for 2025
- [Weekly Wrap: Chaos, Commodities and Capital Raisings](https://equitiesclub.com/weekly-wraps/chaos-commodities-and-capital-raisings/) - Trump reignites a trade war as China tightens rare earth exports, gold and silver hit record highs, and ASX small caps roar back to life
- [Lithium Oversupply – Is the Hype Real or a Real Risk for ASX Investors?](https://equitiesclub.com/lithium/lithium-oversupply-is-the-hype-real-or-a-real-risk-for-asx-investors/) - What’s driving lithium demand in 2025 & is an oversupply looming? Explore expert forecasts, supply risks, and what it all means for ASX lithium investors.
- [The Exclusive Club of BHP-Backed Small Caps](https://equitiesclub.com/guides/the-exclusive-club-of-bhp-backed-small-caps/) - BHP is throwing cash at an exclusive group of small-cap companies on the ASX. Equities Club digs into the two we believe are worth considering to invest in
- [AZ9 Strikes Massive Sulphides at Red Hill](https://equitiesclub.com/copper/az9-strikes-massive-sulphides-at-red-hill/) - Asian Battery Metals extends copper-rich massive sulphides in Mongolia as copper prices surge toward US$6.50/lb and assays loom as the next major catalyst.
- [Yearly Wrap: Looking Back on 2025 in ASX Small-Caps](https://equitiesclub.com/weekly-wraps/yearly-wrap-looking-back-on-2025-in-asx-small-caps/) - Our 2025 ebook picks, the year in review, and what's shaping up for 2026. Plus a few company updates (including a discovery) before we down tools
- [Weekly Wrap: BlackRock Goes Small as DroneShield Goes South](https://equitiesclub.com/weekly-wraps/weekly-wrap-blackrock-goes-small-as-droneshield-goes-south/) - BlackRock's buying Aussie small-caps, DroneShield holders cop more hits, and Gina's dumping lithium for rare earths
- [Iran Tensions, Uranium Surges, and a Humanoid Robotics IPO](https://equitiesclub.com/weekly-wraps/iran-tensions-uranium-surges-and-a-humanoid-robotics-ipo/) - 10X hits high-grade silver, MRD chairman buys $180k in shares, uranium juniors surge up to 80%, and a US$610M humanoid robotics IPO shakes up the supply chain
- [Iran Kicks Off, What Does Monday on the ASX Look Like?](https://equitiesclub.com/weekly-wraps/iran-strikes-gold-asx-february-2026/) - Perth Mint queues, ASX record highs, J.P. Morgan tips gold to US$6,300, lithium rallies, then bombs fell on Tehran. What it means for Monday's open.
- [Black Horse Mining Rips on Debut as Gold Forecasts get Wild](https://equitiesclub.com/weekly-wraps/black-horse-mining-rips-on-debut-as-gold-forecasts-get-wild/) - Our ASX Small-Cap Pick of the Year delivered in week one, the gold forecasters are getting bolder, and the Equities Club portfolio kept ticking over.
- [ASX Small-Caps Rip Higher as Defence Spending Accelerates](https://equitiesclub.com/weekly-wraps/asx-small-caps-rip-higher-as-defence-spending-accelerates/) - Defence money floods into ASX small-caps as drone stocks surge, critical minerals heat up and the next wave of market momentum begins taking shape
- [Lithium Surges as Gold, Rutile and Rare Earths Heat Up](https://equitiesclub.com/weekly-wraps/lithium-surges-as-gold-rutile-and-rare-earths-heat-up/) - Black Horse drills below a million-ounce gold mine, Fortuna nears a maiden rutile resource, lithium rallies and the G7 targets rare earth supply
- [Our Portfolio Addition: Evion's US Critical Mineral Play](https://equitiesclub.com/criticalminerals/evion-plants-flag-nevada-fluorspar/) - Evion Group (ASX: EVG) secures Nevada fluorspar project alongside Madagascar graphite and India processing - two critical minerals, three continents.
- [Gold Revisits the 80s, an Ounce Up for Grabs, and a New Portfolio Pick](https://equitiesclub.com/weekly-wraps/a-gold-ounce-up-for-grabs/) - Gold posts sharpest drop since the 80s as oil nears US$100. We break down the pullback, the ASX defence stocks surgings, and give away an ounce of gold
- [Gold, Nickel, CSL and Our First Pick of 2026](https://equitiesclub.com/weekly-wraps/gold-nickel-csl-and-our-first-pick-of-2026/) - We tipped Exultant Mining from Cape Town, CSL down $70bn from its peak and its CEO in the same week, and nickel finally showed signs of life
- [Our Small-Cap Stock of the Year: Black Horse Mining](https://equitiesclub.com/gold/our-small-cap-stock-of-the-year-black-horse-mining-asx-bhl/) - Black Horse Mining (ASX: BHL) is our 2025 Small-Cap Stock of the Year. A proven Victorian goldfield in Mt Egerton, strong grades and drilling from day one
- [Beetaloo Valued in $172m Tamboran Deal](https://equitiesclub.com/hydrogen/beetaloo-basin-valuation-tamboran-falcon-deal/) - Tamboran’s $172M Falcon deal values Beetaloo land at US$169 an acre. What it means for the basin’s future and other players on the ground, like Top End Energy
- [Weekly Wrap: Gold’s Seventh Heaven, BHP v Beijing, Biotech Breakthrough](https://equitiesclub.com/weekly-wraps/golds-seventh-heaven-bhp-v-beijing-biotech-breakthrough/) - Gold’s hot streak continues, China pressures BHP on iron ore, and Race Oncology jumps on a drug breakthrough. Here’s the week in ASX small caps
- [Fortuna Metals (FUN) Highlights World-Class Rutile Grades in Malawi](https://equitiesclub.com/rare-earths/fortuna-metals-fun-highlights-world-class-rutile-grades-in-malawi-2/) - Fortuna Metals (ASX: FUN) confirms world-class rutile at Mkanda and Kampini, 40km apart, with grades stronger than neighbour Sovereign’s Kasiya deposit.
- [20m of Massive Sulphide Fires up AZ9 in Mongolia](https://equitiesclub.com/copper/20m-of-massive-sulphide-fires-up-az9-in-mongolia/) - Asian Battery Metals (ASX: AZ9) intersects 20m of massive sulphides at Maikhan Uul, expanding its copper footprint in Mongolia as assays await.
- [Fortuna Fast-Tracks rutile Exploration in Malawi’s Kampani Project](https://equitiesclub.com/rare-earths/fortuna-fast-tracks-rutile-exploration-in-malawis-kampani-project/) - Fortuna Metals (ASX: FUN) accelerates rutile exploration in Malawi, targeting high-grade titanium ground across two key projects near major global players.
- [Weekly Wrap: Gold Hits Record Level as Commodities Boom](https://equitiesclub.com/weekly-wraps/gold-hits-record-level-as-commodities-boom/) - Gold and silver hit record highs, copper supply tightened, and ASX explorers gained momentum as global investors piled back into commodities this week
- [FMR Resources Hits Copper in First Chile Drill Hole](https://equitiesclub.com/copper/fmr-resources-hits-copper-in-first-chile-drill-hole/) - FMR Resources (ASX: FMR) confirms copper in first Chile drill hole, aligning with models as drilling heads deeper toward a major porphyry target.
- [Weekly Wrap: Walking the Floor at IMARC 2025](https://equitiesclub.com/weekly-wraps/walking-the-floor-at-imarc-2025/) - We were on the ground at IMARC 2025 in Sydney as mining sentiment flipped positive, while copper hits, raisings, and a $13B US deal moved ASX markets
- [Weekly Wrap: Fear Fades, Commodities Surge](https://equitiesclub.com/weekly-wraps/fear-fades-commodities-surge/) - Confusion gave way to recovery as quarterlies landed, false headlines faded, and copper, gold, and critical minerals drove small-cap momentum
- [Trump to Reboot Mining Industry in the US – Which Small Caps Could Benefit?](https://equitiesclub.com/rare-earths/trump-to-reboot-mining-industry-in-the-us-which-small-caps-could-benefit/) - The US mining sector may reset under Trump, with faster approvals and stronger backing for critical minerals. ASX juniors with US projects could offer rare upside if policy shifts deliver.
- [Elon’s $1t Tesla Deal, Small-Caps Dip, Simandou Starts](https://equitiesclub.com/lithium/elons-1t-tesla-deal-small-caps-dip-simandou-starts/) - Elon Musk’s record Tesla pay deal, ASX small-caps pause after strong gains, and Simandou iron ore project challenges Australia’s dominance
- [All Signs Point to Copper as FMR Nears Core Target](https://equitiesclub.com/copper/all-signs-point-to-copper-as-fmr-nears-core-target/) - FMR Resources confirms visible copper and strong alteration at its Llahuin Project in Chile, with drilling to resume as it nears the main porphyry target
- [Fortuna Metals Confirms High-Grade Rutile](https://equitiesclub.com/rare-earths/fortuna-metals-confirms-high-grade-rutile/) - Soil sampling from Fortuna Metals delivers high-grade rutile, including multiple results above 1%, strengthening the exploration case for the ASX small-cap
- [ASX Weekly Wrap: Director Selling, Rio Exits, Lithium Rally](https://equitiesclub.com/weekly-wraps/asx-weekly-wrap-director-selling-rio-exits-lithium-rally/) - Director selling rocks DroneShield, Rio abandons Serbian lithium. Weekly ASX wrap covering FMR drilling, Fortuna's raise & market shifts.
- [FMR's First Hole Confirms the System, MT Target Ahead](https://equitiesclub.com/copper/fmrs-first-hole-confirms-the-system-mt-target-ahead/) - Early drilling shows FMR is in the right neighbourhood, with the best targets still ahead.
- [All Eyes on FMR Resources’ Big Chilean Copper Target](https://equitiesclub.com/copper/all-eyes-on-fmr-resources-big-chilean-copper-target/) - ASX small-cap FMR Resources is weeks from drilling a major Chilean copper target. New survey results point to a large porphyry system with re-rating potential.
- [Weekly Wrap: Copper Drills & Lithium Jolt](https://equitiesclub.com/weekly-wraps/copper-drills-lithium-jolt/) - ASX small-caps are heating up, with FMR lining up Chilean copper drilling, AZ9 expanding in Mongolia, BUS attracting unusual buying & rare earths back in focus.
- [FMR Resources Lines up Southern Porphyry Copper Test](https://equitiesclub.com/copper/fmr-resources-lines-up-southern-porphyry-copper-test/) - FMR Resources (ASX: FMR) is weeks from drilling its 4,000m Phase 1 program in Chile, the small-cap explorer is targeting one of 2025’s biggest copper systems
- [Weekly Wrap: 8,700% Surge, Copper Politics, Lithium Slips](https://equitiesclub.com/weekly-wraps/8700-surge-copper-politics-lithium-slips/) - KLR rockets 8,700%, Trump leans on Rio and BHP, lithium stumbles, and NST takeover rumours swirl in this week’s ASX wrap
- [Weekly Wrap: Copper Targets, African Nightmares and MIN’s Reality Check](https://equitiesclub.com/weekly-wraps/copper-targets-african-nightmares-and-mins-reality-check/) - This week’s wrap: ASX small-caps chase giant copper targets, Burkina Faso raises mine demands, and MinRes eyes asset sales after big loss
- [Bubalus Dusts Off Wilson’s Hill Forgotten Gold Project](https://equitiesclub.com/copper/bubalus-dusts-off-wilsons-hill-forgotten-gold-project/) - Bubalus Resources (ASX: BUS) highlights bonanza-grade gold targets at Wilson’s Hill in Victoria, with historic high-grades and strong Bendigo-style potential
- [FMR Raises $3.4M in Three Hours as Drilling Nears](https://equitiesclub.com/copper/fmr-raises-3-4m-in-three-hours-as-drilling-nears/) - Mark Creasy and institutions rush into FMR's $3.4 million placement with drilling weeks away at their massive Chilean copper target
- [Three Shots on Gold: BUS Starts Drilling](https://equitiesclub.com/gold/three-shots-on-gold-bus-starts-drilling/) - Bubalus Resources (ASX: BUS) kicks off drilling at Crosbie North near Fosterville, with two more gold targets lined up across Victoria’s proven goldfields
- [Weekly Wrap: Small Caps Surge on Copper Rally and Critical Minerals Push](https://equitiesclub.com/weekly-wraps/small-caps-surge-on-copper-rally-and-critical-minerals-push/) - Copper rallies, governments fund critical minerals, and ASX small caps surge on exploration. Catch the week’s highlights plus our stock tipping comp leader
- [Visible Rutile at Fortuna Metals’ Malawi Projects](https://equitiesclub.com/rare-earths/visible-rutile-at-fortuna-metals-malawi-projects/) - Fortuna Metals (ASX: FUN) reports visible rutile in Malawi with soil and auger assays due from November, as demand for natural rutile builds.
- [Weekly Wrap: Drill Bits Turn, Buyers Circle, Gold Won’t Stop](https://equitiesclub.com/weekly-wraps/drill-bits-turn-buyers-circle-gold-wont-stop/) - Finals footy, drilling campaigns everywhere, and someone drops big money on BUS shares. Plus: India scrambles for rare earths and Milei's Argentina shows cracks.
- [Weekly Wrap: Gold Drilling, Hydrogen Moves & Labor Win](https://equitiesclub.com/weekly-wraps/gold-drilling-hydrogen-moves-labor-win/) - Bubalus drills gold in Victoria, Top End Energy advances Kansas hydrogen, and Labor’s election win sets the tone for ASX small-cap resource stocks
- [Mining Indaba 2025: Deal-Makers Reset African Focus](https://equitiesclub.com/conferences/mining-indaba-2025-deal-makers-reset-african-focus/) - ASX small-cap mining insights from Mining Indaba 2025. Where African mining capital flows in 2025, emerging jurisdictions, and why ASX juniors lead their peers
- [Argentina Mining Boom: Why Milei Has the Majors Rushing In](https://equitiesclub.com/copper/argentina-mining-boom-why-milei-has-the-majors-rushing-in/) - Argentina mining reforms are driving a gold rush. Discover why Milei’s policies have sparked a copper, gold, and lithium investment boom.
- [Weekly Wrap: Gold Surges, ASX Deals Heat Up, Election Looms](https://equitiesclub.com/weekly-wraps/gold-surges-asx-deals-heat-up-election-looms/) - Gold hits record high, Bubalus acquires historic Victorian gold mine, Top End Energy appoints new CEO, and election policies shape ASX explorer outlook
- [Weekly Wrap: Gold Hits US$3,200, ASX Rebounds, Bubalus and AZ9 Progress](https://equitiesclub.com/weekly-wraps/gold-hits-us3200-asx-rebounds-bubalus-and-az9-progress/) - Gold breaks US$3,200, ASX rebounds after tariff panic, Bubalus confirms gold-antimony targets, and AZ9 eyes deeper copper-nickel zones.
- [How the ASX Reacts After Every Australian Federal Election](https://equitiesclub.com/deep-dives/how-the-asx-reacts-after-every-australian-federal-election/) - When polls close and markets open, what happens next? We've crunched the numbers on every election since 1987 to find the patterns that actually matter
- [The Power Battle in Australia: Who Wins?](https://equitiesclub.com/energy/the-power-battle-in-australia-who-wins/) - Renewables or nuclear? We look at the ASX small-caps poised to profit from Australia's energy transition, no matter who wins the debate
- [Diggers and Dealers 2024: All that Glitters is Gold](https://equitiesclub.com/conferences/diggers-and-dealers-2024-all-that-glitters-is-gold/) - The mining industry showed resilience at Kalgoorlie's Diggers & Dealers 2024 despite a rollercoaster ride for ASX commodities, with gold taking centre stage
- [Lanthanein Resources Eyes Gold Targets](https://equitiesclub.com/gold/lanthanein-resources-eyes-gold-targets/) - A significant gold anomaly has been uncovered at Lanthanein Resources' Lady Grey Project, with drills set to turn before the end of the year
- [US Mining Revival: ASX Stocks Set to Benefit](https://equitiesclub.com/gold/us-mining-revival-asx-stocks-set-to-benefit/) - Learn how pro-mining U.S. policies impact ASX mining stocks with American projects. Faster permits, less red tape & growth potential for small-cap ASX companies
- [Copper Cracks, Lithium Lifts, and all Eyes on Kalgoorlie](https://equitiesclub.com/weekly-wraps/copper-cracks-lithium-lifts-and-all-eyes-on-kalgoorlie/) - Trump’s tariff shock hits copper, has lithium founds a floor? And the ASX industry gets set to head to Kalgoorlie for Diggers & Dealers
- [Weekly Wrap: Trump Tariffs, Gold Rally, Election Plays](https://equitiesclub.com/weekly-wraps/trump-tariffs-gold-rally-election-plays/) - Trump tariffs hammer the ASX, gold breaks records, and Aussie miners become political kingmakers in the lead-up to the 2025 election
- [Rio-Glencore Merger Over, Trump's Mineral Reserve & New Pick](https://equitiesclub.com/weekly-wraps/rio-glencore-merger-over-trumps-mineral-reserve-new-pick/) - Rio-Glencore's $300B merger collapses. Trump launches $17B critical minerals reserve. Fortuna clears major risk. Our first ASX pick of 2026 drops this week
- [RIU Explorers Conference 2024: Ten-Bag Streak to Continue?](https://equitiesclub.com/conferences/riu-explorers-conference-2024-ten-bag-streak-to-continue/) - Azure, Rox and Galileo are some of the recent ASX 10-baggers uncovered at RIU Explorers Conference. We cast our eye over potential market movers there in 2024
- [Adisyn Cracks Graphene, Musk Hits a Trillion](https://equitiesclub.com/weekly-wraps/adisyn-graphene-spacex-ipo/) - Adisyn (ASX:AI1) grows graphene below 300°C, SpaceX's record IPO makes Musk the first trillionaire, plus copper, scandium and rutile from our ASX portfolio.
- [MRD's High-Grade Scandium Find](https://equitiesclub.com/criticalminerals/mount-ridley-scandium-reassay/) - Mount Ridley Mines (ASX: MRD) reassayed old drill samples and returned high-grade scandium well above its current resource grade.
- [Adisyn Hits World-First Breakthrough](https://equitiesclub.com/tech/adisyn-asx-ai1-graphene-below-300c/) - Independent verification confirms Adisyn's (ASX:AI1) low-temperature graphene process, a breakthrough the semiconductor industry has pursued for years
- [SpaceX, Smart Money and a Biotech Wipeout](https://equitiesclub.com/weekly-wraps/spacex-smart-money-and-a-biotech-wipeout/) - Elon wants you funds, WndrCo arrives in Malawi, AI1 waits, KTEK keeps going and Opthea shows how quickly things can unravel.
- [Why We're Backing Mount Ridley Mines (ASX: MRD)](https://equitiesclub.com/rare-earths/why-were-backing-mount-ridley-mines-asx-mrd/) - Three critical minerals, one deposit, $31.9M market cap. Equities Club breaks down the maiden rare earth resource at Mount Ridley Mines and why we've backed it.
- [Fortuna Lands $8.6M From SpaceX Backer](https://equitiesclub.com/titanium/wndrco-backs-fortuna-metals/) - A fund that backed SpaceX just put $8.6 million into Fortuna Metals (ASX: FUN), a 13-cent ASX rutile explorer in Malawi, for close to a fifth of the company
- [Arthur Sinodinos Joins EVG](https://equitiesclub.com/criticalminerals/arthur-sinodinos-joins-evion-group/) - Ex-Australian ambassador Arthur Sinodinos joins Evion Group (ASX: EVG) as the company builds a critical minerals footprint spanning Nevada, Madagascar and India
- [The Broker Black Book: Top ASX Stock Picks for 2026](https://equitiesclub.com/guides/the-broker-black-book-top-asx-stock-picks-for-2026/) - We asked brokers, advisers and IR firms for their highest conviction ASX pick for 2026. 13 picks across copper, gold, biotech & tech. Here's what they said.
- [A Guide to the Best Micro Cap Stocks on the ASX](https://equitiesclub.com/guides/a-guide-to-the-best-micro-cap-stocks-on-the-asx/) - Explore micro-cap stocks to find the ones to watch. Learn what they are, why they matter, & how to find gems with growth potential with Equities Club.
- [AI1 Lands Major Manufacturing Partner](https://equitiesclub.com/defence/adisyn-lands-major-israeli-manufacturing-partner/) - Raval’s €1.2 billion order book gives Adisyn a direct path into scaled stealth drone manufacturing.
- [The Top 10 ASX Small-Cap Stocks to Watch in 2026](https://equitiesclub.com/guides/the-top-10-asx-small-cap-stocks-to-watch-in-2026/) - We reviewed 500+ ASX small-caps for what's worth watching. Our 2015 Top 10 finished up an average of 53%. Find our top 10 ASX small-cap stocks to watch in 2026.
- [Top ASX Dividend Stocks: Highest Payers and How Dividends Work](https://equitiesclub.com/guides/top-asx-dividend-stocks-highest-payers-and-how-dividends-work/) - The top 20 ASX dividend paying stocks from 2025, top 10 mining and energy names, and the highest payers to start 2026. Plus how dividends and franking work.
- [Choosing an ASX Stock Trading Platform (Beginner’s Guide)](https://equitiesclub.com/guides/asx-trading-platforms-beginners/) - Compare the best ASX trading platforms for beginners in Australia. Find the right platform based on fees, ease of use & features to start investing today
- [AZ9 Hits 95% Copper Recovery at Oval Discovery in Mongolia](https://equitiesclub.com/copper/az9-hits-95-copper-recovery-at-oval-discovery-in-mongolia/) - Asian Battery Metals (AZ9) achieves 89-95% copper recovery rates at its Oval Cu-Ni project in Mongolia. First-pass metallurgy results rank among world's best.
- [How to Research Small-Cap Mining Stocks: A Beginner’s Guide](https://equitiesclub.com/guides/how-to-research-small-cap-mining-stocks-a-beginners-guide/) - Learn how to effectively research small-cap mining stocks by evaluating fundamentals, trends, and key metrics for informed investment decisions.
- [Top End Energy hits 30,000 acres at Kansas hydrogen project](https://equitiesclub.com/hydrogen/top-end-energy-hits-30000-acres-at-kansas-hydrogen-project/) - Top End Energy has locked in 30,000 acres in Kansas and is preparing to drill. Surrounded by giants, TEE now looks ready to move from land to action
- [Top End Energy Pinpoints First Kansas Well Site](https://equitiesclub.com/hydrogen/top-end-energy-pinpoints-first-kansas-well-site/) - Top End Energy (ASX: TEE) selects its first Kansas well site for its natural hydrogen strategy. Positioned near Koloma's success, drilling is about to start
- [Top End Energy Snaps Up More Kansas Acres](https://equitiesclub.com/hydrogen/top-end-energy-snaps-up-more-kansas-acres/) - ASX small-cap Top End Energy secures more acres in Kansas, positioning itself at the centre of the natural hydrogen revolution as big-name investors move in
- [Top End Energy Lands US Listing](https://equitiesclub.com/hydrogen/top-end-energy-lands-us-listing/) - Top End Energy (ASX: TEE) lists in the US, giving investors direct access to its Kansas hydrogen project as America doubles down on energy security
- [Weekly Wrap: Record Flows, Copper Deals, Radioactive Returns](https://equitiesclub.com/weekly-wraps/record-flows-copper-deals-radioactive-returns/) - Record gas flows put Beetaloo on the map, Chilean copper deal lands with heavyweight backing and Sprott goes big on uranium
- [How to Find Value in a Tough ASX Market](https://equitiesclub.com/guides/how-to-find-value-in-a-tough-market/) - Our key criteria for uncovering value in a tough market, plus three ASX small-cap stocks we believe are severely undervalued.
- [Top End Energy Declares US Natural Hydrogen Resource](https://equitiesclub.com/hydrogen/top-end-energy-declares-us-natural-hydrogen-resource/) - Top End Energy (ASX: TEE) reports 304 BCF natural hydrogen resource in Kansas — the largest declared in the US by any listed company.
- [Defence, Chips and Lithium Drive Markets](https://equitiesclub.com/rare-earths/weekly-wrap-tinkler-coal-comeback-ktk-revenue/) - KTEK books first revenue, EVG delivers high-grade fluorspar, AZ9 extends Red Hill, and Europe commits €120bn to semiconductor independence
- [KTEK Starts Shipping Into the Global Drone Boom](https://equitiesclub.com/defence/ktek-starts-shipping-into-the-global-drone-boom/) - KTEK Aerosystems has shipped its first post-IPO drone components to Tier-1 customers as global defence procurement ramps higher.
- [EVG Lands Ultra-High-Grade Fluorspar in Nevada](https://equitiesclub.com/criticalminerals/evg-lands-ultra-high-grade-fluorspar-in-nevada/) - Evion Group (ASX: EVG) has independently verified ultra-high-grade fluorspar at its Carp project in Nevada, with samples up to 88.15% calcium fluoride
- [MRD Kicks Off Phase 1](https://equitiesclub.com/criticalminerals/mrd-kicks-off-phase-1/) - Mount Ridley Mines (ASX: MRD) has kicked off Phase 1 metallurgical testwork at Nagrom in Perth, testing the heavy rare earth case at Grass Patch in WA.
- [New Portfolio Addition Tomorrow (Think Tech and Drones)](https://equitiesclub.com/weekly-wraps/gold-ipos-fly-scandiums-ai-moment-new-portfolio-add/) - Oil crashed 11% as the Strait of Hormuz flipped twice in 48 hours, gold IPOs kept running, and Equities Club adds a new ASX pick tomorrow. Full wrap inside
- [Weekly Wrap: Copper Roars, AVZ Resumes Its Fight and Bargain Season Begins](https://equitiesclub.com/weekly-wraps/copper-roars-avz-resumes-its-fight-and-bargain-season-begins/) - Copper surges, AVZ heads back to court, and June’s ASX tax-loss selling sets the stage for a small-cap reset in H2. Here’s what stood out.
- [Rinehart & Ellison: The billionaires next door](https://equitiesclub.com/rare-earths/the-billionaires-next-door/) - ASX-listed Bubalus Resources has two promising projects and two billionaire neighbours. With government backing the sector, could this be the perfect recipe?
- [How the US Election Could Affect ASX Small-Caps](https://equitiesclub.com/rare-earths/how-the-us-election-could-affect-asx-small-caps/) - With Donald Trump and Kamala Harris fighting for every vote, we do a deep dive on how their different visions could reshape ASX small-cap markets
- [New Portfolio Pick: KTEK Aerosystems (ASX:KTK)](https://equitiesclub.com/defence/ktek-aerosystems-asx-drone-stock-ipo/) - The Pentagon now buys drones the way it buys bullets. We're backing the company that builds the parts. KTEK Aerosystems (ASX: KTK) lists on the ASX today.
- [Adisyn (ASX: AI1): Our $57M Bet on the Future of AI Chips](https://equitiesclub.com/tech/adisyn-asx-ai1-our-57m-bet-on-the-future-of-ai-chips/) - Adisyn (ASX: AI1) is the only company growing continuous graphene at fab-compatible temperatures. It has two markets in sight: AI chips and stealth drones.
- [Critical Minerals, Drill Bits and a Budget With Strings](https://equitiesclub.com/weekly-wraps/critical-minerals-drill-bits-and-a-budget-with-strings/) - EVG runs 60% on day one, and Adisyn signs an Israeli manufacturing partner for its drone stealth tech.
- [Gold Merger Creates Giant as Defence, Drilling Heat Up](https://equitiesclub.com/rare-earths/gold-merger-creates-giant-as-defence-drilling-heat-up/) - The ASX sold off sharply this week, but small-cap momentum continued across defence technology, rare earths, copper drilling and gold sector consolidation.
- [10X is Days Away From Drilling at Balerion](https://equitiesclub.com/copper/10x-is-days-away-from-drilling-at-balerion/) - Exultant Mining (ASX: 10X) is days away from drilling Balerion, the prospect formerly known as Peak View. Twelve holes locked in across NSW.
- [Adisyn Secures Patent in Trillion-Dollar Chip Race](https://equitiesclub.com/defence/adisyn-secures-patent-in-trillion-dollar-chip-race/) - AI1’s graphene process aims to solve one of the semiconductor industry’s biggest bottlenecks while opening a second pathway into defence and drones.
- [Adisyn Adds Ex-Iron Dome Colonel](https://equitiesclub.com/defence/adisyn-adds-ex-iron-dome-colonel/) - Adisyn (ASX:AI1) has appointed retired Israeli Colonel Tamir Zimber, who commanded Iron Dome, Arrow, David's Sling and Patriot, to its stealth drone advisory board
- [Rare Earths, Drones and Deeper Drill Holes](https://equitiesclub.com/weekly-wraps/rare-earths-drones-and-deeper-copper-holes/) - ASX small-cap wrap: FUN hits three commodities at Mkanda, AI1 lifts along with US drone spend, SOL extends Nanadie copper-gold, PKY runs 50% on a chip deal
- [Fortuna Metals Lands Rare Earths at World-Class Address](https://equitiesclub.com/titanium/fortuna-metals-lands-rare-earths-at-world-class-address/) - New dysprosium, terbium and graphite results strengthen the case that Fortuna Metals' (ASX:FUN) Mkanda may mirror Sovereign Metals’ world-class Kasiya deposit
- [Adisyn (AI1): Graphene Chip and Stealth Drone Breakthroughs](https://equitiesclub.com/tech/adisyn-ai1-graphene-breakthrough-asx-wrap/) - Adisyn (ASX: AI1) jumped from 6.8c to 20c after a graphene chip breakthrough and exclusive stealth drone licence cornerstoned by Israel's biggest investor.
- [MRD Appoints Wagerup, Mt Weld Adviser](https://equitiesclub.com/rare-earths/mrd-appoints-wagerup-mt-weld-adviser/) - Mount Ridley (ASX: MRD) just hired Chris Larder. He's worked on flowsheets at Alcoa's Wagerup and Mt Weld - the two WA plants MRD's metals could feed into
- [Fortuna Metals' Rutile Footprint Grows 40% at Mkanda](https://equitiesclub.com/titanium/fortuna-metals-rutile-footprint-grows-40-at-mkanda/) - Fortuna Metals expands its Mkanda rutile footprint to 53km² with grades up to 2.5%. Aircore drilling starts May to test depth on ground next to a $460M deposit
- [Adisyn (ASX: AI1) Locks Stealth Drone Rights, Raises $14M](https://equitiesclub.com/defence/adisyn-tel-aviv-stealth-drone-licence/) - Three hits in four days for Adisyn (ASX: AI1): a semiconductor breakthrough, an exclusive stealth drone licence, and a $14M raise cornerstoned by Meitav.
- [Bubalus Drills Historic 60-90 Gram Ground at Avon Plains](https://equitiesclub.com/gold/bubalus-drills-historic-60-90-gram-ground-at-avon-plains/) - Nineteenth-century miners pulled 60-90 gram ore before water shut them down. ASX gold explore Bubalus Resources is about to find out what's underneath
- [Why December Could Be Massive for Bubalus Resources](https://equitiesclub.com/gold/why-december-could-be-massive-for-bubalus-resources/) - Bubalus Resources is drilling a Victorian gold reef that pulled 90 g/t in the 1890s but hasn't been touched since, as December assays near
- [Weekly Wrap: Fortuna Flies, BUS Drills, Gold Roars](https://equitiesclub.com/weekly-wraps/fortuna-flies-bus-drills-gold-roars/) - Fortuna Metals surges out of halt, Bubalus Resources lines up three Victorian gold shots, FMR Resources draws Tribeca, while gold, silver smash fresh records
- [Top Mining Locations Survey – and 7 ASX Stocks to Watch](https://equitiesclub.com/guides/top-mining-locations-survey-results-and-7-asx-stocks-to-watch/) - Fraser Institute 2025 mining survey: Finland number 1, WA falls. Plus we spotlight 7 ASX small-caps in top jurisdictions investors should watch.
- [Why we backed this West Arunta explorer](https://equitiesclub.com/rare-earths/why-we-backed-this-west-arunta-explorer/) - We have been watching this West Arunta player for months. Here is why we could not resist any longer and added it to our portfolio
- [The Commodities Earning Exploration Investment](https://equitiesclub.com/uncategorised/the-commodities-earning-exploration-investment/) - Look at where ASX mining exploration dollars flowed to in 2023, as we explain how it offers clues on future supply shortages in ASX commodities.
- [LYN Contract Signed: Drills to Turn Next Month](https://equitiesclub.com/rare-earths/lyn-contract-signed-drills-to-turn-next-month/) - The countdown has begun for Lycaon Resources' (LYN) drill program. The ASX-listed explorer has locked it in for early November as it chases West Arunta glory.
- [How to Choose Small-Cap Stocks to Invest in](https://equitiesclub.com/guides/how-to-choose-small-cap-stocks-to-invest-in/) - Learn how to choose the best small-cap stocks. Equities Club helps you uncover high-potential small caps with smart, research-driven strategies
- [Weekly Wrap: AZ9 expands drilling, gold hits records, TEE eyes Beetaloo gas](https://equitiesclub.com/weekly-wraps/az9-expands-drilling-gold-hits-records-tee-eyes-beetaloo-gas/) - AZ9 expands copper-nickel exploration in Mongolia, gold smashes record highs, TEE positions for Beetaloo gas growth, and critical minerals dominate election
- [Weekly Wrap: New Copper Pick, Tariff Shock, Silver Hits $39](https://equitiesclub.com/weekly-wraps/weekly-wrap-new-copper-pick-tariff-shock-silver-hits-39/) - Copper tariffs, silver's 14-year high, and our first 2025 ASX small-cap pick: a junior copper explorer in Chile. Here's what moved markets this week.
- [Volume Returns, Apple Gets Magnetic and BUS Hits a Six](https://equitiesclub.com/weekly-wraps/volume-returns-apple-gets-magnetic-and-bus-hits-a-six/) - Speculative volume returns to ASX small-caps as BUS hits gold, Apple backs rare earths, KoBold moves on AVZ turf, and BHM relists with silver-lead-zinc assets
- [ASX Small-Caps Stir While Market Sleeps](https://equitiesclub.com/weekly-wraps/asx-small-caps-stir-while-market-sleeps/) - ASX small-cap action heats up: AZ9 drills in Mongolia, Bubalus targets gold near Fosterville, and FMR lands a major board appointment.
- [Diggers & Dealers 2025: Gold Miners Shine, Copper Gathers Pace](https://equitiesclub.com/conferences/diggers-dealers-2025-gold-miners-shine-copper-gathers-pace-2/) - Gold and copper led the ASX action at Diggers & Dealers 2025 in Kalgoorlie, lithium sentiment stayed cautious, rare earths sparked interest in Kalgoorlie.
- [Copper Crunch, Takeover Chat, and Our Best Pick Yet](https://equitiesclub.com/weekly-wraps/copper-crunch-takeover-chat-and-our-best-pick-yet/) - Four of our ASX portfolio companies dropped news, the banks can't agree on oil, and our ASX Pick of the Year lands Tuesday
- [Christmas Drills, Trading Halts, and One Very Happy Reader](https://equitiesclub.com/weekly-wraps/christmas-drills-trading-halts-and-one-very-happy-reader/) - This week on the ASX: gold at US$4,300, our stock-picking winner, Bubalus drilling begins, Fortuna enters trading halt, silver breaks out, and Argentina reopens
- [Musk's Robot Army, Silver's Record Run and Trump Goes Nuclear](https://equitiesclub.com/weekly-wraps/musks-robot-army-silvers-record-run-and-trump-goes-nuclear/) - Gold nears US$5,000, silver smashes US$100, uranium jumps on Trump's nuclear push. Plus what Elon's robots mean for titanium in our ASX small-cap weekly wrap.
- [Metals Lose Their Minds, Lithium Thaws and Robots Are Scaling](https://equitiesclub.com/weekly-wraps/metals-went-parabolic-this-week-then-reality-hit/) - Gold hit $5,500, silver touched $121, copper smashed records - then metals crashed hard. What happened, what it means, and what comes next for ASX small-caps.
- [ASX Reporting Season 2026: Trends, Volatility & Winners](https://equitiesclub.com/guides/asx-reporting-season-feb-2026/) - February 2026's ASX reporting season was the most volatile in years. We break down prevailing sentiment, winners & small-cap opportunities the market missed.
- [Lunar Missions, Middle East Markets, and Cartel Shots](https://equitiesclub.com/weekly-wraps/lunar-missions-middle-east-markets-and-cartel-shots/) - Astronauts circled the Moon, an MD dodged bullets in Mexico, and the ASX bounced hard on ceasefire headlines. Plus drill targets, big tonnage and clean tech
- [Exultant Mining Defines New Drill Targets at Peak View](https://equitiesclub.com/gold/exultant-mining-defines-new-drill-targets-at-peak-view/) - IP and gravity surveys define four high-priority drill targets at Peak View, with the strongest anomalies sitting where nobody has ever drilled
- [MRD Clears Metallurgy Hurdle at Heavy Rare Earth Project](https://equitiesclub.com/rare-earths/mrd-clears-metallurgy-hurdle-at-heavy-rare-earth-project/) - Mount Ridley Mines (ASX:MRD) met testwork shows up to 86.5% heavy rare earth recovery from Grass Patch clay, with dysprosium and terbium responding strongest
- [Why Fortuna Metals Stands Out Among Competitors in Malawi’s Rutile Province](https://equitiesclub.com/rare-earths/why-fortuna-metals-stands-out-among-competitors-in-malawis-rutile-province/) - Why Fortuna Metals (ASX: FUN) has our attention after securing Malawi’s Mkanda & Kampini rutile and graphite project beside Rio Tinto-backed Sovereign.
- [The Bull Case for Fortuna Metals](https://equitiesclub.com/rutile/the-bull-case-for-fortuna-metals/) - Rutile explorer Fortuna Metals maps a large titanium-rich system in Malawi, with rising grades, fast drilling as demand surges from humanoid robots
- [Fortuna Metals Just Drilled a Monster Rutile System](https://equitiesclub.com/rare-earths/fortuna-metals-just-drilled-a-monster-rutile-system/) - ASX small-cap Fortuna Metals just confirmed a world-class rutile discovery at Mkanda in Malawi. Every hole hit with 534 more assays coming.
- [Fortuna Metals Hits More Rutile at Mkanda](https://equitiesclub.com/rare-earths/fortuna-metals-hits-more-rutile-at-mkanda/) - Fortuna Metals' (ASX:FUN) second batch of Mkanda drill results delivers high-grade rutile above Sovereign Metals' grades, with the system still open at depth.
- [Fortuna Metals Gets Green Light from Malawi Government](https://equitiesclub.com/rare-earths/fortuna-metals-gets-green-light-from-malawi-government/) - ASX small-cap Fortuna Metals (ASX:FUN) confirms its Mkanda rutile project is unaffected by Malawi's export restrictions, with high-grade results now in hand
- [Fortuna Metals Hits High-Grade Rutile Across 40 Holes](https://equitiesclub.com/rutile/fortuna-metals-hits-high-grade-rutile-across-40-holes/) - Fortuna Metals (ASX: FUN) drops 3rd batch of drill results from Mkanda, with high-grade rutile across 40 holes. At $22m, the gap to ASX:SVM is hard to ignore.
- [Fortuna Metals Outlines 180-240Mt Rutile Target at Mkanda](https://equitiesclub.com/rutile/fortuna-metals-defines-major-rutile-exploration-target-along-strike-from-kasiya/) - Fortuna’s Malawi project sits along strike from the world’s largest rutile deposit and has only been tested to shallow depths so far
- [FFC 2024: Lithium, Uranium, and the Future](https://equitiesclub.com/conferences/ffc-2024-lithium-uranium-and-the-future/) - Equities Club travelled to the Future Facing Commodities Conference in Singapore, where experts discussed a possible lithium rebound and uranium surge
- [Exultant Mining Hits 339 g/t Silver at Big Badja](https://equitiesclub.com/silver/exultant-mining-hits-339-g-t-silver-at-big-badja/) - Exultant Mining (ASX: 10X) delivers high-grade silver rock chips up to 339 g/t at the historic Big Badja mine ahead of drilling at the Peak View project
- [MRD Added, High-Grade Gold and $6bn AI IPO Nears](https://equitiesclub.com/weekly-wraps/mount-ridley-added-high-grade-gold-and-6bn-ai-ipo-nears/) - Rare earths scale emerges in WA, high-grade gold systems continue to build across the portfolio and a major AI infrastructure listing heads toward the ASX
- [War and the Impact on Commodity Pricing](https://equitiesclub.com/deep-dives/commodity-prices-during-war/) - See how war affects commodity prices. Learn what moves oil prices, which commodities rise during conflict, and what assets can be safe.
- [121 and Indaba 2026: Cape Town Conference Wrap](https://equitiesclub.com/conferences/121-and-indaba-2026-cape-town-conference-wrap/) - Equities Club was on the ground at 121 and Mining Indaba 2026 in Cape Town. Gold, copper, rare earths and which small-cap miners caught the room's attention
- [RIU Explorers Conference 2026: Three Days on the Ground in Freo](https://equitiesclub.com/conferences/riu-explorers-conference-2026-three-days-on-the-ground-in-fremantle/) - We spent three days at the 2026 RIU Explorers Conference in Fremantle. Here's what we heard about ASX small-cap mining, gold, copper and who caught our eye
- [RIU Explorers Conference, BHP's Copper Shift, and Gold Above $5k](https://equitiesclub.com/gold/riu-explorers-conference-bhps-copper-shift-and-gold-above-5k/) - RIU Explorers Conference 2026 drew record crowds. BHP's copper earnings topped iron ore for the first time. Gold holds above US$5,000. Here's our weekly wrap
- [Weekly Wrap: Oil Surges on Iran Conflict as the ASX Posts its Worst Week in a Year](https://equitiesclub.com/weekly-wraps/weekly-wrap-oil-surges-on-iran-conflict-as-the-asx-posts-its-worst-week-in-a-year/) - Brent crude surges 28% to US$92 as the Iran war shuts the Strait of Hormuz. The ASX drops $100 billion, gold whipsaws, and petrol prices have further to climb
- [Oil Tops US$100, Gold Above US$5,000 and Immutep Drops 89%](https://equitiesclub.com/weekly-wraps/oil-tops-us100-gold-above-us5000-and-immutep-drops-89/) - Oil hits US$100 as the Strait of Hormuz stays shut, Immutep drops 89%, Northern Star downgrades again, and Fortuna Metals gets a corridor-defining catalyst
- [Exultant Mining Delivers 50.9 g/t Gold at Undoo Creek](https://equitiesclub.com/gold/exultant-mining-delivers-high-grade-gold-at-undoo-creek/) - Rock chip results confirm high-grade surface mineralisation across a growing strike length as the $7 million explorer advances toward its first drill program
- [BHL Confirms High-Grade Gold at Mt Egerton](https://equitiesclub.com/gold/bhl-confirms-high-grade-gold-at-mt-egerton/) - Black Horse Mining (ASX:BHL) confirms gold at Mt Egerton in its maiden drill program in Victoria. Up to 17.4g/t near surface, with deeper drilling weeks away.
- [Fortuna Metals (FUN) Highlights World-Class Rutile Grades in Malawi](https://equitiesclub.com/rare-earths/fortuna-metals-fun-highlights-world-class-rutile-grades-in-malawi/) - Fortuna Metals (ASX: FUN) confirms world-class rutile at Mkanda and Kampini, 40km apart, with grades stronger than neighbour Sovereign’s Kasiya deposit.
- [Top End Energy Pivots to US Data Centre Infrastructure](https://equitiesclub.com/hydrogen/top-end-energy-pivots-to-us-data-centre-infrastructure/) - ASX small-cap Top End Energy is positioning to secure land and energy inputs in Texas, amid the US grid's struggle to keep up with AI power demand
- [What Is a Prospectus? And Why They Confuse Most Investors](https://equitiesclub.com/guides/what-is-a-prospectus/) - What is a prospectus? Learn what's in these crucial stock documents, how to read them & what red flags to watch for when evaluating ASX IPOs & capital raisings.
- [Black Horse Mining Sharpens the Picture at Mt Egerton](https://equitiesclub.com/gold/black-horse-mining-sharpens-the-picture-at-mt-egerton/) - Black Horse Mining has nearly 500 metres drilled at Mt Egerton with assays due soon and gold at record highs. Here's where our ASX small-cap of the year stands
- [LYN West Arunta Drilling Set to Begin](https://equitiesclub.com/uncategorised/lyn-west-arunta-drilling-set-to-begin/) - Lycaon Resources (ASX: LYN) is set to begin drilling at the Stansmore anomaly in WA's West Arunta region. Explore why this marks a key moment for investors.
- [LYN sets eyes on West Arunta drilling date](https://equitiesclub.com/uncategorised/lyn-sets-eyes-on-west-arunta-drilling-date/) - Lycaon Resources set to break ground in the red-hot West Arunta region as they join race for critical mineral riches alongside WA1 and Encounter Resources
- [Why Patriot Battery Metals is a Watch](https://equitiesclub.com/lithium/why-patriot-battery-metals-is-a-watch/) - Think lithium's dead? We see opportunity. Here's five ASX lithium stocks to watch in 2024, starting with Patriot Battery Metals
- [The African explorer with Big Potential - First Lithium](https://equitiesclub.com/lithium/the-african-explorer-with-big-potential-first-lithium/) - In part 2 of our 5 ASX lithium stocks to watch in 2024, we ask whether the market is sleeping on African explorer, First Lithium
- [Five reasons we’re backing LNR](https://equitiesclub.com/lithium/five-reasons-were-backing-lnr/) - Out of hundreds of ASX small-cap stocks, Lanthanein Resources is the one that made us pull the trigger. Here's five reasons why.
- [EM Survey to Kickstart LNR Push Towards Drilling at Lady Grey](https://equitiesclub.com/lithium/em-survey-to-kickstart-lnr-push-towards-drilling-at-lady-grey/) - Lanthanein Resources preps for Lady Grey drilling, eyeing gold and copper alongside lithium. Big potential next door to major mines, at just $10M cap
- [AVZ Minerals: A Deep Dive into the Congo Lithium Fight](https://equitiesclub.com/lithium/avz-minerals-a-deep-dive-into-the-congo-lithium-fight/) - AVZ Minerals went from $6m minnow to a $4.5b giant, now delisted from the ASX. What happened to the Manono lithium project in the DRC, and where to from here?
- [Silver on the ASX: Pricing and Predictions for 2026](https://equitiesclub.com/silver/pricing-and-predictions-2026/) - Discover silver price trends, forecasts, and top ASX silver stocks for 2026. Is silver a good investment? See how to invest in silver on the ASX now.
- [Top 10 Dividend Mining Stocks in 2025](https://equitiesclub.com/guides/top-10-dividend-mining-stocks-in-2025/) - Discover the top dividend-paying ASX mining companies in 2025. From iron ore giants to emerging players - see which miners made our exclusive list.
- [Gold: Talk of the Town and Central Banks](https://equitiesclub.com/gold/gold-talk-of-the-town-and-central-banks/) - Gold has been on a tear, defying the downward spiral of other markets. But is this just the beginning of a golden age, or are we nearing the peak?
- [Drilling Begins: Could LNR Strike Gold in WA?](https://equitiesclub.com/gold/drilling-begins-could-lnr-strike-gold-in-wa/) - Lanthanein Resources (LNR ASX) kicks off drilling next to historic Bounty Gold Mine WA, positioning itself among promising junior gold explorers.
- [BUS Ramps Up Four-Project Victorian Gold Assault](https://equitiesclub.com/gold/bus-ramps-up-four-project-victorian-gold-assault/) - At 12c with $4m in the bank, BUS has results due in July & multiple shots at a discovery across 4 Victorian gold projects in Fosterville's neighbourhood.
- [Bubalus Resources Starts Drilling Near Fosterville](https://equitiesclub.com/gold/bubalus-resources-starts-drilling-near-fosterville/) - Bubalus Resources (ASX: BUS) has started drilling at Crosbie North, 15km from the Fosterville Gold Mine in Victoria, with assays due in November
- [Bubalus Resources kicks off gold drilling at Crosbie South](https://equitiesclub.com/gold/bubalus-resources-kicks-off-gold-drilling-at-crosbie-south/) - Bubalus Resources (ASX: BUS) has begun drilling at Crosbie South in Victoria’s goldfields. Early assays could drive a rerate as gold trades at record highs.
- [Bubalus Resources Eyes Victorian Gold-Antimony Discovery](https://equitiesclub.com/gold/bubalus-resources-eyes-victorian-gold-antimony-discovery/) - Bubalus advances gold-antimony targets in Victoria with Q3 drilling set for Crosbie North and strong results building at Crosbie South
- [Bubalus Hits Gold in Every Hole at Crosbie South](https://equitiesclub.com/gold/bubalus-hits-gold-in-every-hole-at-crosbie-south/) - BUS completes maiden drill at Crosbie South, hitting narrow high-grade gold. Early signs suggest a potential system could be emerging beneath the surface
- [Bubalus Crosbie Targets Light up 15km from Fosterville](https://equitiesclub.com/gold/bubalus-crosbie-targets-light-up-15km-from-fosterville/) - Bubalus Resources' Crosbie North targets mirror Fosterville's richest zones. Strong IP results, surface gold samples, drilling starts Q3 2025.
- [The Most Attractive Mining Locations in the World](https://equitiesclub.com/deep-dives/the-most-attractive-mining-locations-in-the-world/) - The Fraser Institute's annual survey pinpoints the world's best mining jurisdictions. We look at the small-cap companies thriving in these prime locations.
- [FMR Resources Begins 1,600m Drill in Chile’s Copper Belt in Llahuin Project](https://equitiesclub.com/copper/fmr-resources-commences-1600m-drill-in-chiles-copper-belt-in-llahuin-project/) - FMR (ASX: FMR) has started a 4,000m drill campaign at its Chile copper project, chasing a major porphyry target with assays due by Christmas. Latest updates.
- [Paydirt Battery Minerals Conference 2024](https://equitiesclub.com/conferences/paydirt-battery-minerals-conference-2024/) - The Equities Club team scouted for potential at the Paydirt Battery Minerals Conference in Perth this week as sentiment starts to turn
- [Best ASX Gold Stocks to Watch in 2025 & Why They’re Staying Strong](https://equitiesclub.com/guides/best-asx-gold-stocks-to-watch-in-2025-why-theyre-staying-strong/) - Discover the best small-cap gold stocks on the ASX with Equities Club. Get expert analysis, insights, & trends to spot high-growth Aussie gold shares.
- [Bubalus Resources Names Proven Mine Builder as MD](https://equitiesclub.com/gold/asx-bubalus-resources-names-proven-brendan-borg-as-md/) - Bubalus Resources (ASX: BUS) just added serious firepower to its Victorian gold hunt, appointing renowned geologist Brendan Borg as Managing Director.
- [Bubalus Launches Victoria Gold-Antimony Hunt](https://equitiesclub.com/gold/bubalus-launches-victoria-gold-antimony-hunt/) - Fresh off appointing proven mine-finder Brendan Borg, Bubalus Resources starts work between two of Victoria's richest mines as gold and antimony prices soar
- [Bubalus picks up high-grade gold ground in Victoria](https://equitiesclub.com/gold/bubalus-picks-up-high-grade-gold-ground-in-victoria/) - Bubalus Resources (ASX:BUS) secures Avon Plains Gold Mine in Victoria, targeting high-grade gold with past hits up to 90 g/t and drilling set for April.
- [Bubalus Resources: Our New Gold Play](https://equitiesclub.com/gold/bubalus-resources-our-new-gold-play/) - Why we're investing in Bubalus Resources (ASX: BUS), a junior explorer targeting high-grade gold and antimony in Victoria's proven Bendigo zone
- [Another Hit, Another Validation for AZ9's Oval](https://equitiesclub.com/copper/az9-oval-copper-nickel-discovery-2025-drilling-results/) - Asian Battery Metals (ASX:AZ9) hits more massive sulphides at Oval copper-nickel project in Mongolia, flags potential 800m mineralised zone.
- [AZ9 Confirms Copper Hits at Oval, Validates Electromagnetic Targeting](https://equitiesclub.com/copper/az9-confirms-copper-hits-at-oval-validates-electromagnetic-targeting/) - Asian Battery Metals (ASX: AZ9) confirms copper–nickel sulphide hits at Oval in Mongolia, validating its exploration model and advancing Phase 4 drilling
- [What We Saw at IMARC 2024](https://equitiesclub.com/conferences/what-we-saw-at-imarc-2024/) - From major copper discoveries to packed presentations, IMARC 2024 was buzzing. Our latest ASX investment AZ9 perfectly captured the changing mood
- [Why We’re Backing FMR Resources as our First Pick of 2025](https://equitiesclub.com/copper/why-were-backing-fmr-resources-as-our-first-pick-of-2025/) - ASX small-cap FMR Resources will soon drill its giant Llahuin copper project in Chile. A low-cap explorer chasing a porphyry system near major deposits
- [Why Billion-Dollar CEO Just Joined FMR Resources](https://equitiesclub.com/copper/why-billion-dollar-ceo-just-joined-fmr-resources/) - Nickel Industries boss Justin Werner joins $13M FMR Resources as the copper junior prepares to drill in Chile’s high-grade mineral belt
- [FMR Resources Gains Substantial Backing from Creasy](https://equitiesclub.com/copper/fmr-resources-gains-substantial-backing-from-creasy/) - Billionaire prospector Mark Creasy is now a 5.01% holder in FMR Resources as the ASX copper explorer prepares to drill its Chilean porphyry target
- [Sun Silver IPO as Signals Flash Bullish](https://equitiesclub.com/silver/sun-silver-ipo-as-signals-flash-bullish/) - Bullish signals are flashing for silver, and new IPO Sun Silver is adding fuel to the fire on the ASX. Could this be the start of a silver stampede?
- [Why the Rich Are Betting On Natural Hydrogen](https://equitiesclub.com/hydrogen/why-the-rich-are-betting-on-natural-hydrogen/) - Bill Gates and Jeff Bezos are investing in natural hydrogen, also known as white hydrogen, gold hydrogen, or geologic hydrogen. We look at the reasons why
- [The Top 10 ASX Stocks to Watch in 2025](https://equitiesclub.com/guides/the-top-10-asx-stocks-to-watch-in-2025/) - Explore the top 10 ASX stocks to watch in 2025. From small caps to resource plays, see key trends and investment opportunities shaping the market
- [ASX Small Caps: The Untapped Potential in 2024’s Market Divergence](https://equitiesclub.com/deep-dives/asx-small-caps-the-untapped-potential-in-2024s-market-divergence/) - Big ASX stocks are soaring, but small-caps are lagging behind. We've seen it before - is another small-cap surge coming? We unpack the 2024 market trend.
- [AZ9 Zeroes in on the Source Beneath Oval](https://equitiesclub.com/copper/az9-zeroes-in-on-the-source-beneath-oval/) - AZ9’s latest drilling at Oval in Mongolia points to a possible copper-nickel feeder system - a breakthrough that could reshape the whole discovery.
- [Fresh Drilling, Perfect Timing: Inside 2025 Strategy of AZ9](https://equitiesclub.com/copper/fresh-drilling-perfect-timing-inside-2025-strategy-of-az9/) - Copper explorer Asian Battery Metals maps out their most extensive drill program yet. Gan-Ochir Zunduisuren walks us through what's ahead for the ASX small-cap
- [AZ9 Strikes More High-Grades in Mongolia](https://equitiesclub.com/copper/az9-strikes-more-high-grades-in-mongolia/) - Asian Battery Metals (ASX: AZ9) reports massive sulphide copper-nickel hits at Oval, Mongolia, with 2025 drilling targeting deeper high-grade zones.

## Pages

- [Home](https://equitiesclub.com/) - Explore the top ASX small-cap stocks with Equities Club. We provide in-depth analysis and insights across mining, tech, and emerging sectors to help investors.
- [ELK](https://equitiesclub.com/investments/elk-range-mining-elk/) - Elk Range Mining (ASX: ELK) is drilling beneath the built Friday Gold Mine in Idaho, chasing high-grade gold along the Orogrande Shear Zone. View coverage.
- [Gold](https://equitiesclub.com/gold/) - Explore ASX gold stocks, mining insights and investment strategies. Discover gold explorers, producers, price trends and market updates.
- [Silver](https://equitiesclub.com/silver/) - Explore ASX silver stocks, mining insights and market trends. Discover silver explorers, producers and emerging investment opportunities.
- [KTK](https://equitiesclub.com/investments/ktek-aerosystems-ktk/) - Explore KTEK Aerosystems (ASX: KTK), an ASX-listed defence company supplying drone parts to Tier-1 contractors including Elbit Systems and UVision.
- [Lithium](https://equitiesclub.com/lithium/) - Explore ASX lithium stocks, battery metal market insights and EV trends. Discover lithium miners, explorers and emerging opportunities.
- [Rare Earths](https://equitiesclub.com/rare-earths/) - Explore ASX rare earth stocks, critical minerals insights and supply chain trends shaping emerging investment opportunities.
- [Energy](https://equitiesclub.com/energy/) - Explore ASX energy sector insights covering oil, gas, coal, renewables and hydrogen. Discover emerging energy stocks and market trends.
- [AI1](https://equitiesclub.com/investments/adisyn-ai1/) - Adisyn Ltd (ASX: AI1) is an ASX-listed tech company developing AI chips and radar-signature technology for advanced defence systems. View coverage.
- [FUN](https://equitiesclub.com/investments/fortuna-metals-fun/) - Fortuna Metals (ASX: FUN) is advancing rutile and graphite exploration projects in Malawi with significant small-cap potential. View coverage.
- [AZ9](https://equitiesclub.com/investments/asian-battery-minerals-az9/) - Azzuro Resources (ASX: AZ9), formerly Asian Battery Metals, is a Mongolia-focused exploration company advancing copper, nickel gold and base metals projects.
- [Titanium](https://equitiesclub.com/titanium/) - Explore ASX titanium stocks, mineral sands insights and emerging investment opportunities across aerospace, robotics and defence.
- [Defence](https://equitiesclub.com/defence/) - Explore ASX defence sector insights, investment opportunities and emerging stocks across cybersecurity, autonomous systems and AI defence.
- [EVG](https://equitiesclub.com/investments/evion-group-nl-evg/) - Explore Evion Group (ASX: EVG), an ASX-listed critical minerals company with graphite assets in Madagascar and India, and a new fluorspar project in Nevada.
- [Weekly Wraps](https://equitiesclub.com/weekly-wraps/) - Read Equities Club’s Weekly Wraps covering the latest ASX small-cap news, market insights and emerging investment opportunities.
- [Tech](https://equitiesclub.com/tech/) - Explore ASX tech stocks spanning AI, defence, semiconductors and software. Discover market insights and emerging opportunities.
- [TEE](https://equitiesclub.com/investments/top-end-energy-tee/) - Top End Energy (ASX:TEE) is strategically positioned in America’s natural hydrogen sector with exploration and market updates.
- [LYN](https://equitiesclub.com/investments/past-investments/lycaon-resources-lyn/) - Explore Lycaon Resources (LYN), now Solara Minerals (SLA), with historical investment analysis, project updates and coverage.
- [LNR](https://equitiesclub.com/investments/past-investments/lanthanein-resources/) - Explore Lanthanein Resources (LNR), now Fortuna Metals (FUN), with lithium project updates, analysis and historical performance.
- [Past Investments](https://equitiesclub.com/investments/past-investments/) - Review Equities Club’s past ASX small-cap investments, historical stock picks and transparent track record across emerging sectors.
- [FMR](https://equitiesclub.com/investments/fmr-resources-fmr/) - Explore FMR Resources (ASX: FMR), advancing the Llahuin copper project in Chile with backing from mining investor Mark Creasy.
- [BUS](https://equitiesclub.com/investments/bubalus-resources-bus/) - Explore Bubalus Resources (ASX: BUS), a Victorian gold and antimony explorer targeting high-grade discoveries in the Bendigo region.
- [BHL](https://equitiesclub.com/investments/black-horse-mining-bhl/) - Explore Black Horse Mining (ASX: BHL), a Victorian gold explorer reopening the historic Mt Egerton Goldfield and advancing projects.
- [10X - Exultant Mining Ltd](https://equitiesclub.com/investments/10x-exultant-mining-ltd/) - Discover why Equities Club backed Exultant Mining (ASX:10X), a gold, silver and copper explorer with projects across Australia.
- [Investments](https://equitiesclub.com/investments/) - Equities Club backs an exclusive handful of small-caps that we believe have genuine upside. See which ASX small-caps made the cut & why.
- [Hydrogen](https://equitiesclub.com/hydrogen/) - Explore ASX hydrogen stocks, green hydrogen projects and market insights covering clean energy trends and emerging opportunities.
- [Guides](https://equitiesclub.com/guides/) - Explore expert ASX investing guides, mining stock insights, dividend picks and market analysis to support smarter investment decisions.
- [Copper](https://equitiesclub.com/copper/) - Explore ASX copper stocks, market insights and emerging investment opportunities. Discover copper mining news, explorers and price trends.
- [Conferences](https://equitiesclub.com/conference/) - Explore Equities Club’s coverage of key ASX industry conferences, market events and emerging small-cap investment insights and trends.
- [Biotech](https://equitiesclub.com/biotech/) - Learn about ASX biotech stocks, investing insights, company valuations and the latest biotech market news and opportunities.
- [ASX Insights](https://equitiesclub.com/asx-insights/) - Explore expert ASX small-cap insights, stock analysis, sector guides and emerging investment opportunities with Equities Club.
- [Privacy Policy](https://equitiesclub.com/about/privacy-policy/) - Learn how Equities Club safeguards your personal information with our Privacy Policy and commitment to data transparency.
- [Partner With Us](https://equitiesclub.com/about/partner-with-us/) - Partner with Equities Club to connect with ASX investors through credible market coverage, clear storytelling and brand exposure.
- [Our investment philosophy](https://equitiesclub.com/about/our-investment-philosophy/) - Explore Equities Club’s investment philosophy for identifying high-growth ASX small-cap companies, sectors and opportunities.
- [Financial Services Guide](https://equitiesclub.com/about/financial-services-guide/) - Explore the Equities Club Financial Services Guide (FSG) for information on our services, policies, compliance and disclosures.
- [About Equities Club](https://equitiesclub.com/about/equities-club-overview/) - We’re a team passionate about stocks on the ASX. We track emerging ASX stocks so you don’t have to. Learn Equities Club's story, our purpose and how we operate.
- [Core Principles](https://equitiesclub.com/about/core-principles/) - Explore the Equities Club core principles of trust, ethics, honesty, responsibility and inclusivity in how we manage our ASX investments.
- [Contact Us](https://equitiesclub.com/about/contact/) - Contact Equities Club with your enquiries and feedback. Learn more about our ASX small-cap investment insights, services and support.
- [MRD - Mount Ridley Mines](https://equitiesclub.com/investments/mount-ridley-mines-mrd/) - Mount Ridley Mines (MRD) holds heavy rare earths, scandium and gallium from one deposit in WA. Three critical minerals, 25km from a deep-water port.
- [Disclosure](https://equitiesclub.com/about/disclosure/) - Read the Equities Club Disclosure Policy to understand our transparency and trading guidelines for ASX small-cap investments.
- [About](https://equitiesclub.com/about/)
- [Commodities](https://equitiesclub.com/commodities/)

## Slides

- [Slide 2](https://equitiesclub.com/slide/slide-2/)
- [Slide 1](https://equitiesclub.com/slide/slide-1/)

## Video Insights

- [AI1 Deposits Graphene Below 300°C](https://equitiesclub.com/?video_insight=adisyn-deposits-graphene-below-300c) - Adisyn (ASX: AI1) has deposited graphene below 300°C, run after run, and had the result independently verified by the graphene lead at UNSW.
- [Fortuna Maiden Resource](https://equitiesclub.com/?video_insight=fortuna-reveals-its-maiden-resource) - Tom Langley on Fortuna Metals' (ASX: FUN) maiden Mkanda resource, top six globally for contained rutile. Watch the full interview.
- [FUN Produces 96.6% Rutile](https://equitiesclub.com/?video_insight=fun-produces-96-6-rutile-at-mkanda) - Fortuna Metals (ASX: FUN) CEO Tom Langley sits down with Equities Club to talk through the company's latest result: a clean rutile concentrate grading 96.6% titanium dioxide
- [Inside ELK's US$40M Gold Mine](https://equitiesclub.com/?video_insight=inside-elks-us40m-gold-mine) - Elk Range Mining (ASX: ELK) CEO Edward Keys on the Friday Gold Mine, US$40M of built infrastructure and drilling due within days of listing.
- [What EVG is Building](https://equitiesclub.com/?video_insight=inside-evions-critical-minerals-play) - Former Australian Ambassador to the US Arthur Sinodinos joins Evion Group (ASX: EVG) as strategic advisor. MD David Round on the critical minerals story.
- [Rare Earths, Graphite & Rutile at Mkanda](https://equitiesclub.com/?video_insight=7274) - Fortuna Metals CEO Tom Landley talks Rare Earths, Graphite & Rutile at Mkanda in Malawi
- [KTEK: The Picks-and-Shovels Drone Play](https://equitiesclub.com/?video_insight=ktek-the-picks-and-shovels-drone-play) - Inside KTEK Aerosystems (ASX: KTK): the $28m ASX drone supplier backed by Regal, Thorney and Scopus. Founder Dekel Keisar on the IPO and what's next
- [Drone survivability, changed](https://equitiesclub.com/?video_insight=the-graphene-radar-breakthrough-explained) - Adisyn (ASX: AI1) is a $57 million ASX small cap developing a graphene coating that reduces a drone's radar signature by up to 100 times in lab testing
- [Adisyn's Graphene Breakthrough](https://equitiesclub.com/?video_insight=adisyns-world-first-graphene-breakthrough) - Adisyn (ASX: AI1) has just cleared the milestone the semiconductor industry has been stuck on for a decade.
- [Why Rutile Demand is Only Going One Way](https://equitiesclub.com/?video_insight=why-rutile-demand-is-only-going-one-way)
- [On the Ground in Malawi with Fortuna Metals](https://equitiesclub.com/?video_insight=on-the-ground-in-malawi-with-fortuna-metals) - Fortuna Metals MD Tom Langley walks through the Mkanda rutile project in Malawi, where drilling just confirmed a world-class discovery with grades up to 2.21%.
- [Fortuna Metals Adds Rutile Expertise](https://equitiesclub.com/?video_insight=fortuna-metals-adds-rutile-expertise) - Fortuna Metals (ASX: FUN) CEO Tom Langley on two key technical hires advancing the company's rutile and graphite project in Malawi toward a maiden resource
- [What's Underneath 10X's Abandoned Silver Mine ?](https://equitiesclub.com/?video_insight=whats-underneath-10xs-abandoned-silver-mine)
- [MRD's MD on 3 Critical Minerals From 1 WA Deposit](https://equitiesclub.com/?video_insight=mrds-md-on-3-critical-minerals-from-1-wa-deposit) - Mount Ridley Mines MD Allister Caird breaks down the company's heavy rare earth, scandium and gallium resources, China's chokehold on supply, and what's next for the project 25km from Esperance
- [The Legend of Lando's Reef](https://equitiesclub.com/?video_insight=the-legend-of-landos-reef) - Brett Grosvenor tells the story of Lando's Reef at Peak View, where a UK prospector found gold and never returned. Early sampling returned gold at surface
- [10X Chairman on Drilling Plans and Value](https://equitiesclub.com/?video_insight=10x-chairman-on-drilling-plans-and-value) - Exultant Mining (ASX: 10X) Chairman Brett Grosvenor on the company's $2M enterprise value, 900m strike length at Peak View, and plans to drill soon
- ["We Think It's Just Been Forgotten" - Bubalus Resources on Finally Testing Avon Plains](https://equitiesclub.com/?video_insight=we-think-its-just-been-forgotten-bubalus-resources-on-finally-testing-avon-plains) - Bubalus Resources managing director Brendan Borg on how Avon Plains was overlooked for 120 years, and what their Victorian gold drill program is testing
- [Black Horse Mining: The Mt Egerton Gold Story](https://equitiesclub.com/?video_insight=black-horse-mining-the-mt-egerton-gold-story) - An overview of Black Horse Mining’s Mt Egerton project, a historic 1.3Moz Victorian goldfield now being reopened with modern drilling and day-one exploration.
- [Bubalus Resources Adds Historic Avon Plains Gold Mine to Victorian Projects](https://equitiesclub.com/?video_insight=bubalus-resources-adds-historic-avon-plains-gold-mine-to-victorian-projects)
- [On site with FMR Resources at the Llahuin Project in Chile](https://equitiesclub.com/?video_insight=on-site-with-fmr-resources-at-the-llahuin-project-in-chile)
- [FMR Resources Raise $3.4M in Three Hours, Chile Drilling Imminent](https://equitiesclub.com/?video_insight=fmr-resources-raise-3-4m-in-three-hours-chile-drilling-imminent)
- [The Stock That Went from 5 Cents to $5](https://equitiesclub.com/?video_insight=the-stock-that-went-from-5-cents-to-5)
- [Asian Battery Metals Maps Out Multi-Target Strategy for 2025](https://equitiesclub.com/?video_insight=asian-battery-metals-maps-out-multi-target-strategy-for-2025)
- [Top End Energy Hits 30,000 Acres](https://equitiesclub.com/?video_insight=top-end-energy-hits-30000-acres)
- [On-site with Bubalus Resources](https://equitiesclub.com/?video_insight=on-site-with-bubalus-resources)

## Categories

- [Uncategorised](https://equitiesclub.com/category/uncategorised/)
- [Rare Earths](https://equitiesclub.com/category/rare-earths/)
- [Gold](https://equitiesclub.com/category/gold/)
- [Lithium](https://equitiesclub.com/category/lithium/)
- [Hydrogen](https://equitiesclub.com/category/hydrogen/)
- [Copper](https://equitiesclub.com/category/copper/)
- [Energy](https://equitiesclub.com/category/energy/)
- [Rutile](https://equitiesclub.com/category/rutile/)
- [Silver](https://equitiesclub.com/category/silver/)
- [Conferences](https://equitiesclub.com/category/conferences/)
- [Guides](https://equitiesclub.com/category/guides/)
- [Weekly Wraps](https://equitiesclub.com/category/weekly-wraps/)
- [Biotech](https://equitiesclub.com/category/biotech/)
- [Defence](https://equitiesclub.com/category/defence/)
- [Uranium](https://equitiesclub.com/category/uranium/)
- [Deep Dives](https://equitiesclub.com/category/deep-dives/)
- [Titanium](https://equitiesclub.com/category/titanium/)
- [Tech](https://equitiesclub.com/category/tech/)
- [Critical Minerals](https://equitiesclub.com/category/criticalminerals/)

## Company

- [AZ9](https://equitiesclub.com/company/az9/)
- [Top End Energy](https://equitiesclub.com/company/top-end-energy/)
- [Bubalus Resources Limited](https://equitiesclub.com/company/bubalus-resources-limited/)
- [FMR Resources](https://equitiesclub.com/company/fmr-resources/)
- [Fortuna Metals Limited](https://equitiesclub.com/company/fortuna-metals-limited/)
- [Lanthanein Resources Ltd](https://equitiesclub.com/company/lanthanein-resources-ltd/)
- [Lycaon Resources](https://equitiesclub.com/company/lycaon-resources/)
- [Black Horse Mining](https://equitiesclub.com/company/black-horse-mining/)
- [Exultant Mining](https://equitiesclub.com/company/exultant-mining/)
- [Mount Ridley Mines](https://equitiesclub.com/company/mt-ridley-mines/) - Mount Ridley Mines (MRD) holds heavy rare earths, scandium and gallium from one deposit in WA. Three critical minerals, 25km from a deep-water port.
- [Adisyn](https://equitiesclub.com/company/adisyn/) - Adisyn (ASX: AI1) is an ASX-listed tech company developing a graphene process for a new generation of AI chips, plus a radar-signature program for military drones
- [Evion Group](https://equitiesclub.com/company/eviongroup/) - Evion Group (ASX: EVG) is an ASX-listed critical minerals company with a graphite platform across Madagascar and India, plus a new US fluorspar project in Nevada
- [KTEK Aerosystems](https://equitiesclub.com/company/ktek/) - KTEK Aerosystems (ASX: KTK) is an ASX-listed defence company supplying drone parts to Tier-1 contractors including Elbit Systems and UVision.
- [Elk Range Mining](https://equitiesclub.com/company/elk-range-mining/) - Elk Range Mining (ASX: ELK) is drilling beneath the built Friday Gold Mine in Idaho, chasing high-grade gold along the Orogrande Shear Zone. View coverage.