Latest Articles

Jul 9, 2026

ASX:WCE

12 min

A new discovery at the highest grade silver project on the ASX. Our silver Investment West Coast Silver (ASX: WCE) just hit a new high grade pocket of silver. Just below its existing defined resource and already interpreted to be ~50m long. We call those mineralised zones ‘worms’ in the image below (because they look like worms).

Jul 8, 2026

ASX:CND

17 min

Why is this oil & gas explorer capped at just $12M? And what key event is about to happen in the coming weeks that could change that? (The answer is below - and no, it’s NOT drilling...yet) Our microcap Investment $12M capped Condor Energy (ASX: CND) has a Technical Evaluation Agreement (TEA) on 100% of an offshore exploration block in Peru, with: 3.3 billion barrels of unrisked prospective oil resources (2U), AND An existing 1 trillion cubic feet gas DISCOVERY (contingent resource, 2C).

Jul 7, 2026

ASX:ILA

13 min

This morning ILA announced that their drug is going to be used to urgently help in the current major Ebola outbreak in central Africa. ILA has obtained full government and regulatory approvals to deploy Galidesivir under a WHO emergency-use framework in the current Bundibugyo Ebola outbreak in Uganda. Creating the first opportunity to collect HUMAN efficacy, safety and virological data in infected patients.

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.