Public Companies

This week’s Bulls N’ Bears ASX Runner of the Week is… Energy Technologies.

BULLS N’ BEARSASX Runners of the Week: Energy Technologies, RAS Tech & Tambourah

The Bulls N’ Bears ASX Runner of the Week is… Energy Technologies, after it inked a potential US$10 million deal with an Israeli defence giant for its next-gen laser technology smart glasses.

Andrew Todd

BULLS N’ BEARS Cap Raise Crucible: Gold books, big fees and bruised punters

Argonaut secured roles in $225m of gold raisings as Wiluna shares plunged 22.3%. Brokers pocketed hefty fees and options, while eight of ten Cap Raise Crucible stocks traded below issue price.

Murray Ward

Bulls N’ Bears Big Hits looks at notable drill intercepts reported this week to the ASX.

BULLS N’ BEARSBig Hits: Rapid Critical Metals, Benz Mining, Encounter Resources

Big Hits looks at notable drill intercepts reported to the ASX this week, led by Rapid Critical Metals’ hit of 4m at over 2,000g/t silver in NSW, with runners-up Benz Mining in WA and Encounter Resources in WA.

Doug Bright

Ora Banda Mining’s new 3.0 million-tonne-per-annum processing plant under construction at its Davyhurst operations in Western Australia.

BULLS N’ BEARSOra Banda keeps gold targets intact as WA growth accelerates

Ora Banda Mining maintained full-year guidance and boosted liquidity to A$507M in the September quarter as it accelerated key projects in the company’s ‘DRIVE to 300’ gold growth strategy at Davyhurst in WA.

Andrew Todd

Golden Dragon Mining has kicked off drilling at its Cue gold project in Western Australia’s prolific Murchison region. The project sits 60km north of the township of Cue (pictured).

BULLS N” BEARS Golden Dragon drills for gold beneath 3km WA anomaly

Golden Dragon Mining has kicked off a major aircore drilling program at its Cue gold project. The campaign will test a 3km-long gold-in-soil anomaly at the Coodardy/Behring Bore area in WA’s Murchison region.

Murray Ward

Forrestania Resources is building a WA gold business through two strategic processing hubs at Edna May and Lake Johnston (pictured).

BULLS N’ BEARS Zenith bid goes unconditional as Forrestania builds WA gold stockpile

Forrestania Resources has declared its Zenith Minerals takeover bid unconditional, clearing the decks for a bigger WA gold business as it snaps up 400,000 tonnes of ore feed from Star Minerals.

Murray Ward

Heavy rains in Southern Hemisphere Mining’s tenure have eroded the river banks back to bedrock, exposing outcropping chalcocite near an old RC drill site, revealing pyrite, copper oxide and chalcocite copper sulphide.

BULLS N’ BEARSSouthern Hemisphere logs copper-rich sulphides in Chile

Southern Hemisphere Mining has logged high-grade chalcocite copper sulphide while drilling at its Llahuin project in Chile and has added a new gold-copper target to its program, with assays pending.

Doug Bright

Red Metal’s drilling program is underway at its Sybella rare earths project near Mount Isa.

BULLS N’ BEARSRare earths resource boost in sight as Red Metal drills Qld giant

Red Metal has started a 5000-metre drill campaign at its giant Sybella rare earths project near Mount Isa, Qld, aiming to upgrade and extend its monster 4.795-billion-tonne resource ahead of a key study.

Andrew Todd

Locksley Resources is advancing its Greater Tottenham copper-gold district (pictured) in central New South Wales.

BULLS N’ BEARS Locksley gears up for major NSW copper-gold drilling push

Locksley Resources has established a field camp and launched a technical program at its Greater Tottenham project, fast-tracking a 15,500m drill blitz on its vast 1000-square-kilometre NSW copper-gold play.

Murray Ward

Red Metal has commenced six-metre-tall column leach tests to simulate a commercial-scale heap leach for its giant Sybella rare earths project in Queensland.

BULLS N’ BEARSRed Metal scales up leach tests at QLD rare earths monster

Red Metal is putting its monster Sybella rare earths resource to the processing test, kicking off six-metre column leach trials to prove whether it can develop a cheap, heap leaching QLD operation.

Andrew Todd

Mount Ridley’s Selectro process, originally designed for its Grass Patch rare earths project, is now showing its versatility in recovering gallium (pictured) from bauxite.

BULLS N’ BEARSSelectro leach tech scores 95% gallium recovery for Mount Ridley

Mount Ridley Mines’ Selectro metallurgical process has recovered 95 per cent of gallium from bauxite in a single leach, outperforming the conventional Bayer process and avoiding the production of toxic red mud.

Doug Bright

Orbit Resources’ Lewis Ponds project, 15km east of Orange in New South Wales.

BULLS N’ BEARSOrbit strikes more massive sulphides in NSW’s Lachlan Fold

Orbit Resources has hit 11.8m of semi-massive to massive sulphides at its NSW Lewis Ponds project, including 3.55m of visuals estimated to contain 50% of the precious base metals sulphides. Assays are pending.

Andrew Todd

TMK Energy’s Gurvantes XXXV wellhead equipment in the South Gobi Basin, with energy-hungry industry in the background.

BULLS N’ BEARSMongolian gas prize beckons as TMK Energy clears discovery hurdle

TMK Energy’s Declaration of Discovery for its 1.2Tcf Gurvantes XXXV project in Mongolia has been accepted, marking the first step towards a production licence, triggering 90 days of appraisal ahead of testing.

Penny Taylor

Critica’s Jupiter project in Western Australia’s Mid-West region, 270km from Geraldton.

BULLS N’ BEARSCritica tables monster $2.7B valuation for WA rare earths play

Critica Limited’s WA rare earths scoping study has delivered a huge $2.7 billion pre-tax valuation, 56 per cent IRR for a two-year payback and $556 million in upfront capital earmarked for a 14-year operation.

Penny Taylor

An outcrop of copper-bearing ore (pictured left) alongside a sample of veining from the same outcrop (pictured right), which featured 0.49 per cent copper and 419 parts per million molybdenum, from Solis Minerals’ Cucho copper project in Peru.

BULLS N’ BEARS Solis to drill big Peruvian copper porphyry

Solis Minerals will drill its Cucho copper project in Peru this month after new sampling hit up to 0.49% copper and 0.63% molybdenum, defining three new targets for a potentially large porphyry system.

Murray Ward

Dollar Bill reckons it’s the skipper, not the ship, that matters most.

BULLS N’ BEARSIt’s the management stupid; Dollar Bill says back the skipper, not the ship

The Ship of Theseus asks whether something remains the same after every part is replaced. Dollar Bill reckons small-cap investors face much the same puzzle when companies transform around them.

Bill McConnell

Mount Ridley Mines’ Selectro process, developed for its flagship Grass Patch project near Esperance, Western Australia, has been adapted for industrial feedstocks.

BULLS N’ BEARS Mount Ridley builds patent fortress around metals recovery tech

Mount Ridley Mines lodged a second Selectro patent application for industrial feedstocks, after bauxite tests recovered 92 per cent of aluminium and 97 per cent of iron, with gallium results pending.

Penny Taylor

Kaiser Reef’s Henty gold mine and processing plant (pictured) in Tasmania has fully repaid a major gold loan.

BULLS N’ BEARS Kaiser gold loan exit frees $600K a month for mine growth

Kaiser Reef has fully repaid its Auramet gold loan on schedule, freeing up $600,000 a month in cash flow. The company retired the debt using cash flow from its Henty gold mine in Tasmania.

Murray Ward

Terrain Minerals is embarking on its biggest ever drilling campaign at its Smokebush project in WA, with its reverse circulation drill rig shown ready for transport to site.

BULLS N’ BEARSTerrain kicks off huge WA gold, tungsten drill blitz

Terrain Minerals is gearing up for its biggest ever drilling campaign, with 86 holes targeting a bigger Lightning gold resource and seven fresh gold, silver and tungsten prospects at its WA Smokebush project.

Doug Bright

Reverse circulation drilling at Great Southern Mining’s Amy Clarke prospect within the Duketon Gold Project in Western Australia.

BULLS N’ BEARS Great Southern uncovers new high-grade hits in WA gold hunt

Great Southern has hit high-grade gold in maiden RC drilling near Laverton in WA, with a top hit of 5m at 6.71g/t, including 3m at 10.4g/t, along a 4.7km corridor sitting just 12km from a processing plant.

Penny Taylor

Hot Chili’s latest and continuing diamond drill core from 259m to 261m at its La Verde South copper-gold discovery in Chile shows vein-hosted and disseminated chalcopyrite (2 per cent) and pyrite (4 per cent) mineralisation in strongly veined tonalite host rock.

BULLS N’ BEARS Hot Chili lands second copper whopper at La Verde in Chile

Hot Chili’s first step-out hole at its Chilean La Verde project has intersected 148m at 0.44 per cent copper equivalent from 36m depth, confirming a second porphyry 250m south of the original La Verde orebody.

Doug Bright

BULLS N’ BEARSBig Hits: Haranga delivers US Mother Lode gold masterclass

Big Hits looks at notable drill intercepts reported to the ASX this week, led by Haranga Resources’ high-grade gold strike in California, which breathed new life into the historic Mother Lode Gold Belt.

Doug Bright

This week’s Bulls N’ Bears ASX Runner of the Week is… Identifai Genetics Ltd.

BULLS N’ BEARSASX Runners of the Week: Identifai, Avenira & Image Resources

This week’s Bulls N’ Bears ASX Runner of the Week is… Identifai Genetics, after the Israeli biotech newcomer made a stellar $10 million debut on the ASX with its AI-powered prenatal screening technology.

Andrew Todd

Forrestania Resources is on track for a December 2026 production restart at its Edna May gold plant (pictured) in Western Australia.

BULLS N’ BEARS Forrestania fast-tracks WA gold production for December

Forrestania Resources is fast-tracking its Edna May gold hub for a December restart, with first ore on the pad. Critical mill liners are en route, and its tailings facility is nearing completion.

Murray Ward