
Aeris delivered strong FY26 earnings and cash flow, underpinned by Tritton and Cracow, with no debt. Growth projects support longer-term value, but higher FY27 capital spending and Cracow’s limited reserves create execution risks.

Global Gold Mining (ASX: GGM) has returned gold recoveries above 91% from metallurgical testwork at its Sturec deposit in Slovakia, using a simplified flotation flowsheet that supports the project's pre-feasibility study.
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Northern Star Resources (ASX: NST) has rejected Gold Fields’ A$38.7 billion takeover proposal amid increased pressure from Elliott Investment Management and leadership changes, while continuing to advance KCGM expansion, Hemi development, and its long-term growth strategy.

Dateline Resources (ASX: DTR) has gained US Department of War backing in its bid to restart Colosseum, a gold and rare earths project in California, as a key court hearing nears.

Caprice Resources (ASX: CRS) is an exploration-stage gold company focused on Western Australia’s Murchison Goldfields. Its Island Gold Project is advancing toward a maiden MRE, supported by high-grade drilling, while valuation remains highly dependent on exploration success and future resource definition.

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.
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