Latest Articles

Jul 6, 2026

ASX:SPA

15 min

Today we have seen the first major, commercially material, proof point of this model working. SPA just got access to millions of postpaid mobile customers of $7.1BN TPG Telecom (Vodafone Australia) in Australia.

Jul 3, 2026

ASX:PUR

13 min

Our Investment Pursuit Minerals (ASX:PUR) started drilling its giant, advanced stage lithium project in Argentina. (timed on a coveted “early July” slot - how good was the small end of the market sentiment yesterday, a lot of green, with June tax loss selling beatdowns quickly reversing as we expected) This is the first drill hole into the area of PUR’s project where blue sky exploration upside could come from.

Jul 1, 2026

ASX:AVM

14 min

Our Investment Advance Metals (ASX: AVM) is drilling its highest grade, least drilled silver project in Mexico right now. This morning AVM announced results of a hole drilled away from their 22.4 million ounce silver deposit (designed to test if the deposit is actually bigger) - and hit high grade silver: 8.4 meters at 245 g/t silver from 90m. What we were NOT expecting was a giant 54m plus copper (and gold) intercept in the SAME drill hole... 54.6 metres at 0.6% copper, 22g/t silver & 0.3g/t gold from 180m.

Jun 30, 2026

ASX:PKP

15 min

PKP’s THC-infusion can be applied to ANY drink, so any big alcohol company OR drink maker can use PKP to make a non-alcoholic, THC-infused version of their popular brands. TODAY: PKP announced that they will be manufacturing Ice Cube's Fryday Kush THC drinks. In the US, across 13 states.

Jun 29, 2026

ASX:ION

14 min

The G7 (and us) think that for the West to fix its China dependency for critical minerals, it will need to lean heavily into recycling tech. Discovering and building new mines from scratch can take decades. Recycling can be rolled out a lot quicker. (as long as there is feedstock, and the tech works...). Whoever can crack the recycling of critical minerals (especially heavy rare earths) at scale could be very valuable. Which is why we are Invested in Iondrive (ASX: ION). ION is developing recycling tech that recovers critical minerals from e-waste.