Bulls N' Bears

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

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

A sample of weathered, altered ultramafic rock showing quartz stockwork veining and green-blue copper mineralisation assaying 33.22 per cent copper from Estrella Resources’ Laleno Dome project.

BULLS N’ BEARS Estrella gets nod to drill test Timor-Leste copper porphyry theory

Estrella Resources has secured the green light to drill its virgin Laleno Dome copper-gold target in Timor-Leste, with rigs set to test intriguing geophysical anomalies rising from deep beneath the surface.

Doug Bright

Installation works completed across the Kangankunde process plant’s separation circuits ahead of commissioning at Lindian Resources’ Kangankunde rare earths project in Malawi, with first production targeted for December.

BULLS N’ BEARS December rare earths production debut looms for Lindian in Malawi

Lindian Resources is on track for first rare earths production in December at its giant Kangankunde project in Malawi, with construction and power infrastructure nearing completion and ore stockpiles growing.

Murray Ward

Estrella Resources began drilling its Werumata Limestone project in Timor-Leste in late October last year, including collaring of its first diamond drillhole (pictured) by Estrella’s exploration staff and Coresearch drill crew.

BULLS N’ BEARSEstrella bolsters Timor-Leste limestone behemoth with 274Mt upgrade

Estrella Resources has de-risked its Werumata project in Timor-Leste, upgrading 274 million tonnes of its limestone resource to the indicated category, complementing its 259 million tonnes of inferred material.

Doug Bright

Golden Dragon Mining’s auger drilling has defined a 2.2km-long gold anomaly at its Stella Range project outside Laverton in Western Australia.

BULLS N’ BEARSGolden Dragon sniffs out 2.2km gold footprint in WA

Golden Dragon Mining has uncovered a 2.2-kilometre-long gold anomaly at its Stella Range project in WA, with the untested target sitting just 12km south of Brighstar Resources’ 267,000-ounce Lord Byron deposit.

Andrew Todd

Broken Hill Gold’s geophysical surveys have outlined a large, deep target at its White Dam project in South Australia.

BULLS N’ BEARSBroken Hill lines up drill bit on huge copper-gold target in SA

Broken Hill Gold has kicked off a 3000-metre drilling campaign at its White Dam project in SA, hoping to uncover a much bigger mineralised system beneath a recent high-grade copper-gold discovery.

Andrew Todd

Brian Rodan, executive chairman of Augustus Minerals, holding drill core from the 2.5-million-ounce Mt Kare gold-silver project in PNG.

BULLS N’ BEARS Augustus circles giant PNG gold prize in Porgera backyard

Augustus Minerals is positioning itself to secure the huge high-grade Mt Kare gold-silver project in Papua New Guinea, sitting in a world-class mineral belt just 15km from the 32-million-ounce Porgera mine.

Murray Ward

Gateway Mining is gearing up for a new phase of exploration at its Yandal gold project in Western Australia.

BULLS N’ BEARS Gateway reshuffles top brass for WA Yandal gold push

Gateway Mining has restructured its board, promoting current CEO Richard Pugh to MD as it gears up for aggressive exploration at its Yandal gold project, armed with a war chest of more than $50 million.

Doug Bright

Zenith Minerals’ drilling at its Consolidated Dulcie Gold Project in Western Australia.

BULLS N’ BEARS Zenith hits 14 from 14 in WA gold drilling campaign

Zenith Minerals has hit more gold at its Dulcie project in WA, with a best hit of 6m at 4.14g/t gold. All 14 holes assayed at Dulcie Central have now returned gold mineralisation, firming up a 600m corridor.

Murray Ward

Mount Ridley’s Selectro process has delivered impressive aluminium recoveries from bauxite, producing a small, silica-rich residue (right) instead of the conventional, problematic red mud (left).

BULLS N’ BEARSMount Ridley tech strikes aluminium gold with 92% recovery

Mount Ridley Mines’ proprietary Selectro process has delivered a major breakthrough, recovering 91.9% of aluminium and 96.7% of iron from bauxite samples, challenging 130 years of Bayer process dominance.

Andrew Todd

A 70-tonne crane pulling the pump from well LF-03 as part of the workover at TMK Energy’s Gurvantes XXXV coal-bed methane project in Mongolia.

BULLS N’ BEARS TMK Energy steps on gas with fresh Mongolian drilling

TMK Energy has kicked off a drilling and re-completion program at its Gurvantes XXXV gas project in Mongolia to optimise production as major international development interest in the region heats up.

Murray Ward

Kalgoorlie Gold Mining’s Pinjin Project terrain in WA’s Eastern Goldfields, where the company has launched two new drilling programs.

BULLS N’ BEARSKalGold fires up twin drilling blitz on WA gold-rich corridor

Kalgoorlie Gold Mining has fast-tracked two drilling programs at its Pinjin project, with RC drilling at Lighthorse and aircore drilling to test the Rebecca Sequence, near a 1.4-million-ounce gold deposit.

Doug Bright

Hyperspectral imagery over PLC Resources’ Abbotts gold project in WA will be harnessed to define structural gold targets for maiden discovery.

BULLS N’ BEARSPLC Resources calls in satellites for WA gold chase

PLC Resources has launched a two-stage satellite survey across its Abbotts gold project in WA, using hyperspectral imagery to pinpoint alteration zones and structures, sharpening gold target discovery.

Andrew Todd