Latest Articles

Jul 31, 2026

ASX:PNN

14 min

The biggest rare earths mines outside of China are owned by Lynas Rare Earths and MP Materials. These companies are the West’s only option to buy the rare earths needed to build robotics, AI and advanced military weapons whenever China decides to withhold rare earth supply.... One is owned by the ~$15BN ASX listed Lynas Rare Earths. The other is owned by the ~$10BN NYSE listed MP Materials. Lynas’ mine averages grades of ~4.1%, MP’s mine averages ~8%. So when it comes to rare earth grades, 4% is very very good. 8% is incredible, and anything above that is almost exclusive to MP’s mine in Calif

Jul 30, 2026

ASX:VKA

16 min

VKA said this morning “it’s on the cusp of” putting the first drill hole in 40 years into its historically producing tungsten project located in the USA (source). Permitting is complete, the drill contractor has been engaged, and the drill rig mobilised last week. We want to see VKA deliver some big tungsten drill hits over the coming weeks, in the USA...

Jul 29, 2026

ASX:HVY

19 min

Whoever controls the shipyards controls the global supply chains, economic choke points, and the future of maritime warfare. China is rapidly outbuilding the US, with an estimated 232x more shipbuilding capacity - but the US has now started running hard to catch up. The US Navy has committed to dramatically increasing from 291 vessels to 450+ in the next 5 years.Our Investment Heavy Minerals (ASX:HVY) is progressing two advanced stage garnet projects towards production in Australia.

Jul 24, 2026

ASX:PAT

14 min

TODAY: PAT just revealed two new targets on its new Zambia copper discovery, mapping out a 5.5km corridor, on trend to the same fault zone that hosts the giant Kitumba deposit up the road. Meaning PAT’s new copper discovery may not be a small isolated pocket of copper but could be part of a bigger structure... So now for PAT we look forward to the first drilling on the silver project in Peru AND follow up drilling to expand on their NEW copper discovery in Zambia.

Jul 23, 2026

18 min

Our Investment Harvest Technology Group (ASX:HTG)’s “communication resilience” tech keeps communication links open even in the most degraded network environments. HTG is already generating revenue from selling its commercially proven tech in civilian applications like shipping and oil & gas - where stable comms in remote areas with little to no internet is critical. We Invested in HTG because we like its plan to adapt its commercially proven tech to military applications, to help solve a new and urgent battlefield problem. Where resilient comms are the difference between winning and losing a b