mining
Is Gold's Future Still Golden? Which ASX Gold Stocks to Consider?
Publicly listed companies engaged in the exploration, mining, and production of gold offer a dynamic way to preserve your money's value and potentially amplify your gains as the price of the precious metal climbs.
Control Bionics (ASX: CBL) - This microcap's share price could explode higher from here!
The small-cap medical-tech company, Control Bionics, has just taken steps that could catapult it far beyond its current size. Its core product, a wearable sensor that translates even the faintest muscle or nerve signals into computer commands, is already approved and helps people with severe physical disabilities communicate and interact. Recently, the company announced that it had integrated a significant tech giant’s brain-computer interface protocol into its devices.
Waratah Mineral (ASX: WTM) has made multiple higher lows. Is it building the base for another leg up?
Waratah Minerals, an Australian gold-copper explorer in NSW, has rebounded strongly from last year’s lows. A clear pattern of higher lows suggests growing accumulation, easing selling pressure and sustained market interest, positioning the stock to potentially break higher if a catalyst emerges.
New Murchison Gold (ASX: NMG): Pay for the Current Gold, Get the Exploration Potential for Free
New Murchison Gold Limited is a small Australian gold producer operating the Crown Prince mine in Western Australia. The company recently transitioned from exploration to production and is generating strong cash flow from high-grade ore sold to Westgold Resources Limited. Exploration at nearby targets and potential underground mining could extend the project’s life and add future growth potential.
Investigator Silver (ASX: IVR)- Positions for Catalysts Amid Strengthening Silver Market
Investigator Silver (ASX: IVR), formerly known as Investigator Resources, is moving through one of the most strategically important phases in its history. The company is advancing the Paris Silver Project, Australia’s highest-grade undeveloped primary silver deposit, while simultaneously delivering exploration wins across its 100%-owned Peterlumbo tenement and progressing copper-gold targets at Uno Morgans.
Why silver prices keep soaring, and how you can benefit from it on the ASX?
Silver has quietly moved into a powerful uptrend, and it’s not happening by accident. The metal is being pulled in two directions at once, as a financial haven and as an industrial workhorse. For ASX investors, this creates an opportunity. Exposure comes through producers, developers, and explorers whose revenues and valuations tend to rise as silver prices strengthen, offering leverage to a market driven by both fear and future-focused demand.
Silver’s On the Move Again: Is Investigator Silver (IVR) Worth Another Look?
Silver has rebounded sharply after a brutal 30–40% pullback, driven by geopolitical tensions and renewed macro uncertainty. Against this backdrop, Investigator Resources Ltd (ASX: IVR) — whose share price has more than tripled over the past year — has pulled back from recent highs as traders de-risk. The key question now is whether silver’s renewed surge signals another leg higher, offering leveraged upside for IVR, or just more short-term volatility.
Copper's Shining Future: How to get exposure on the ASX?
With gold having already made a massive rally, there are reasons to believe copper is the next on the line to experience long-term price jumps. ASX copper stocks are set to benefit from this expected long-term rise in copper prices.
Rio Tinto (ASX/LSE: RIO) - A Global Materials Engine Re Accelerating into a New Cycle
Rio Tinto appears to be entering a strategically attractive new phase, evolving beyond its historic reliance on Pilbara iron ore into a diversified, multi-commodity growth platform. With expanding exposure to copper, lithium, high-grade iron ore and aluminium, alongside a stabilising cost base and strong balance sheet, the company increasingly looks positioned for asymmetric upside through 2026–2028 rather than a mature, iron ore–centric producer.
How much lower could Hot Chili’s (ASX: HCH) recently started downtrend take the share price?
Hot Chili Limited is a pre-revenue copper developer focused on its large-scale Costa Fuego project in Chile, supported by strategic water infrastructure and long-term exposure to the global copper supply deficit theme. However, its recent share price weakness has been driven by a discounted capital raising, ongoing dilution risk, high cash burn, valuation concerns, and broader copper-sector volatility. Technically, the stock has entered a correction phase, with downside support levels around A$1.25–1.30, A$1.15 and near A$1.00, while a sustained break below the A$0.80–0.90 zone would signal a deeper trend reversal.
Paladin Energy (ASX: PDN): A Leveraged Play on the Uranium Price Recovery
Paladin Energy is a leveraged uranium producer centred on the restarted Langer Heinrich mine in Namibia. Its earnings are highly sensitive to uranium prices, making the stock a direct play on the nuclear fuel cycle. Future growth could come from the large Patterson Lake South project in Canada.
Liontown Resources (ASX: LTR): Powering the EV Revolution from Kathleen Valley
Liontown Resources (ASX: LTR) is a next-generation lithium developer advancing toward production at its flagship Kathleen Valley Project in Western Australia. With Tier-1 offtake partners and strong financial backing, Liontown is poised to become a key player in the global EV and battery supply chain.
European Lithium (ASX: EUR) — the Push toward European Lithium Independence
European Lithium is positioning itself as a future supplier of battery-grade lithium to Europe, with the Wolfsberg Project in Austria advancing through permitting, engineering, and early-stage financing activities.
Lithium Price Is on the Rise. Which ASX Lithium Stocks Offer Better Opportunities?
Lithium prices are rising again, which tends to lift investor interest in ASX-listed producers. Thanks to growing demand for batteries (EVs, energy storage) and tightening supply, analysts suggest the recent price upswing, roughly 20–25% month-on-month, may mark a turning point. In that context, some ASX companies with solid operations and cash flow stand out as offering relatively better risk-adjusted opportunities. Still, it’s not a guaranteed path: lithium remains a volatile commodity, and gains now reflect renewed optimism rather than long-term certainty.
European Lithium's (ASX: EUR) share price has bounced off its support level nicely. How much higher can it go?
European Lithium (ASX: EUR) has rebounded from a well-established support level on its daily chart, a move that suggests buyers continue to defend this key zone. While the company’s Wolfsberg project underpins its long-term European battery supply narrative, the recent lift is largely technical, driven by market psychology and historical buying interest.
Atlantic Lithium’s (ASX: A11) uptrend is holding amid heavy market turbulence. How significant is this show of resilience?
Atlantic Lithium has managed to hold its uptrend despite broader market turbulence, a sign of underlying strength in a weak environment for resource stocks. Steady buying at key support levels suggests confidence has not collapsed, supported by progress at its Ewoyaa lithium project in Ghana. This combination of solid fundamentals and constructive chart behaviour highlights resilience in a volatile, sentiment-driven sector.
Most lithium explorers are falling — why is Atlantic Lithium (ASX: A11) holding up, and what does it signal?
Atlantic Lithium is holding up while many lithium explorers fall because it is further advanced toward production, with permitting progress at Ewoyaa, funding support, and improving lithium prices underpinning confidence. Strong drilling results and a clear path to FID differentiate it from early-stage peers. Technically, the stock remains in an uptrend with solid volume support, signalling accumulation rather than distribution and suggesting investors are backing execution, not just sentiment.
Mineral Resources (ASX: MIN): An undervalued ASX miner facing an important resistance level
Mineral Resources is emerging from a heavy investment phase as the Onslow Iron project reaches scale, driving a sharp recovery in earnings and cash flow. With iron ore production ramped up and lithium assets backed by a major POSCO partnership, the business is now showing the financial benefits of years of expansion. Despite the turnaround, the stock still appears undervalued relative to its long‑term earnings, cash‑flow potential, and asset base.
Arafura Rare Earths (ASX: ARU) — Building Australia’s Rare Earth Future
Arafura Rare Earths (ARU) is progressing its flagship Nolans NdPr Project in the Northern Territory — a fully integrated mine-to-separation operation targeting strategic electrification supply chains. With formal government backing, advanced engineering progress, and off-take partnerships in motion, ARU is positioning itself as a critical rare-earth supplier to global EV and wind OEMs.
Arafura Rare Earths's (ASX: ARU) share price is trading at a strong support level, is it a buying opportunity?
Arafura Rare Earths (ASX: ARU) is trading near a key support zone after recent volatility, where buyers have previously stepped in. Strength in rare earth prices adds sector momentum. While this mix may signal opportunity, confirmation depends on support holding and the company delivering meaningful project progress.
Australia’s REE sector has strategic importance. But which ASX companies hold the best REE assets?Which ASX REE stocks have the highest potential?
Australia is increasingly important in the global REE supply chain as countries seek alternatives to China’s dominance. Key companies on the Australian Securities Exchange (ASX) are standing out thanks to substantial deposits, processing capability, and strategic supply-chain links. Leading the pack is Lynas Rare Earths Ltd (ASX: LYC), which mines the high-grade Mount Weld deposit in WA, has processing facilities outside China and is among the few globally capable of turning ore into refined products. Australia has the raw materials; the companies that control both the mines and the processing stand to benefit most.
How much higher can Lynas Rare Earths (ASX: LYC) share price go?
Lynas Rare Earths is the largest rare earth producer outside China, supplying critical magnet materials used in EVs, renewable energy and defence technologies. Its core Mt Weld mine and expanding processing facilities position the company as a key player in the Western rare earth supply chain. While earnings remain highly sensitive to rare earth prices, ongoing capacity expansion and stronger NdPr demand could support significant long-term growth.
YanCoal Australia (ASX: YAL) – Strong Yields Amid Softer Coal Prices
YanCoal Australia (YAL) remains one of the most cash-generative coal producers on the ASX, offering investors a high-yield, low-debt exposure to thermal and metallurgical coal markets.
Yancoal Australia (ASX: YAL): Strong Cash Flow, Zero Debt, and Leverage to Coal Prices
Yancoal Australia is largely a pure play on global coal prices, with profits rising and falling almost directly with commodity cycles. The company has dramatically strengthened its balance sheet, eliminating over $3bn of debt and building more than $2bn in cash, giving it one of the most conservative capital structures among coal producers. Even after coal prices normalised, low operating costs allow the business to remain profitable with solid cash flow and sustainable production levels.
Zinc prices are quietly rising - which ASX stocks can benefit the most?
Zinc prices are edging higher as physical markets tighten, supported by steady demand from steel, infrastructure and renewable energy projects alongside shrinking exchange inventories, particularly on the LME. With supply growth limited and visibility low, declining stocks are increasing concerns around future availability, which can underpin higher prices. For ASX investors, this environment favours zinc-exposed producers, developers and explorers, as well as diversified miners with meaningful base-metal exposure, all of which stand to benefit from improving project economics and margins as zinc’s outlook strengthens.
Fortescue (ASX: FMG)- A Tier One Iron Ore Cash Machine with Deep-Cycle Energy Optionality
In our assessment, FMG is neither a simple iron ore beta nor a speculative green-energy experiment. It is a structurally low-cost, high-free-cash-flow industrial platform that deliberately uses surplus mining rents to accumulate long-dated strategic options in energy and decarbonisation. FY25 and the September 2025 quarterly update reinforce our view that Fortescue remains one of the most financially resilient miners globally, even as it operates in a more volatile commodity and macro environment.
The reason tin prices are rising and 3 ASX stocks that provide the best exposure
Tin prices have been climbing sharply because the metal is suddenly caught between rising demand and tightening supply. Electronic devices, artificial intelligence hardware, solar panels and electric vehicles all rely on tin-based solder and components, pushing consumption higher just as long-neglected supply struggles to keep up. Production has been disrupted in key regions by political instability, mine closures and regulatory crackdowns, and underinvestment means new sources aren’t coming online fast enough. In this article we discuss some of the ASX stocks that can benefit the most from the rising tin prices.
Can the recent rally in nickel prices last, and where can one get exposure on the ASX?
Global nickel prices have surged to near US$18,000 per tonne on supply concerns, particularly around potential production cuts in Indonesia and regulatory uncertainty. The rally has been amplified by speculative flows and broader base-metals momentum, despite elevated inventories and mixed demand fundamentals.
Sunrise Energy Metals (ASX: SRL) - Positioned at the Strategic Heart of Western Critical Minerals Supply Chains
Sunrise Energy Metals (ASX: SRL) is advancing one of the Western world’s most strategically significant battery-materials developments: the Sunrise Nickel-Cobalt-Scandium Project in NSW, a globally large, long-life, ESG-aligned source of critical minerals essential for EVs, aerospace alloys, defence technologies and high-performance fuel cells. Backed by strong balance sheet discipline, rising government engagement, escalating Western supply-security policies, and material advancement across strategic partnerships during 2025, Sunrise enters 2026 with a profile we view as deeply undervalued relative to its strategic optionality.
Larvotto Resources (ASX: LRV): Building Australia’s Next Antimony–Gold Producer
Larvotto Resources Limited (ASX: LRV) is an Australian emerging mining company transitioning from explorer to near-term producer. Its flagship asset, the Hillgrove Antimony–Gold Project in New South Wales, positions the company as a potential supplier of two strategically important metals: gold—a monetary safe-haven—and antimony, a critical mineral used in batteries, semiconductors, and defense alloys.
Fortescue Ltd (ASX: FMG): Strong Cash Flows and Dividends in a Cyclical Iron Ore Market
Fortescue Ltd is a low-cost iron ore producer with strong cash flow and attractive fully franked dividends, but earnings remain highly exposed to iron ore prices and Chinese demand. Trading around mid-cycle valuation levels, the stock looks fairly valued, with upside dependent on stronger commodity prices and successful expansion into magnetite and green energy.
mining