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Every year we do this. Dig through hundreds of ASX small-caps looking for the ones most people miss.
Some hit. Some don't. But when they hit, they really hit.
Here's our 10 for 2026: equitiesclub.com/guides/the-…
A $25 billion hole in the Snowy Mountains, a $3 billion wipeout for NextDC and the factory boss from a US$22 billion chipmaker for Adisyn.
Catch up on the week that was on the ASX: equitiesclub.com/weekly-wrap…
China refines 99% of the world’s gallium and the Pentagon can’t buy it from them. Mount Ridley Mines (ASX: MRD) just got 95% of it out of Darling Range bauxite with a leach it patented last week.
Why we think three governments should be reading this one: equitiesclub.com/criticalmin…
Ephraim Koltin ran the chip factories at Tower Semiconductor, the US$22 billion chipmaker Intel tried to buy for US$5.4 billion
Now he’s taking the CEO job at Adisyn’s (ASX: AI1) graphene business, on pay hurdles more than nine times today’s share price
equitiesclub.com/tech/adisyn…
Elon flips a car, Agnico Eagle pays up for ground around ELK, KAO’s visuals meet the lab, MRD pulls 92% of the aluminium out of a pile of bauxite and a 20c pregnancy test IPO doubles
That (and more) in the week that was on the ASX: equitiesclub.com/weekly-wrap…
Pulling aluminium out of bauxite leaves toxic red mud, and 4 billion tonnes of it sits in dams around the world.
Mount Ridley Mines (ASX: MRD) just did it in a lab and the leftover was sand.
MD Allister Caird on what came out, what got left behind, and why Alcoa should care
The bauxite came from the same hills Alcoa mines south of Perth, and this was the first time Selectro has run on another company’s rock.
Full story, including our back of the envelope sums against the Bayer process:
equitiesclub.com/criticalmin…
$MRD
Exultant Mining (ASX: 10X) has gone back over a copper find two explorers walked away from in 1974.
The ground runs 2.4km through hills west of Sydney and has never had a drill hole in it.
Executive chairman Brett Grosvenor explains what the crew found & what comes next
The crew was still picking up copper and zinc at both ends of the 2.4 kilometres when the survey finished, and found a new patch of lead reading close to double the best 1970s number.
Read the full story: equitiesclub.com/gold/10x-co…
#10X
The $44 billion Firmus float that wasn't, a 2c rare earths explorer triples, a rutile explorer drills deeper and drones take over Perth.
The week that was on the ASX: equitiesclub.com/weekly-wrap…
Fortuna Metals found one of the world's six biggest rutile deposits with hand augers that only reach about eight metres.
It has now drilled deeper for the first time, and the best hole ran 24 metres of rutile from surface.
Read the full story:
equitiesclub.com/titanium/fo…
An Idaho gold mine that cost over US$40 million to build was parked during Covid with gold at under half today's price.
Elk Range Mining's first hole there has visible gold at five depths.
The core is at the lab on a rush order. Assays are weeks away.
equitiesclub.com/gold/elk-ra…
Coles has been selling groceries since 1914. A company with seven data centre sites is about to float for more.
Plus: a drone parts maker is back shipping after six months, and a gold miner knocks back $38.7 billion.
The week that was on the ASX: equitiesclub.com/weekly-wrap…
Freo broke our hearts, copper broke records and KTK landed a prime.
The week that was on the ASX: equitiesclub.com/weekly-wrap…
One of Israel's defence giants has ordered airframe design work from KTEK Aerosystems (ASX: KTK). The customer is secret and the design program could run to US$5 million.
Who it could be, and what happens if the drawings are good: equitiesclub.com/defence/kte…
The world's largest scandium resource sits in clay near Esperance.
$MRD just pulled 91.8% of the metal out using half the chemicals it took last month, and the man who built the process says he hasn't found the floor of the dose yet.
equitiesclub.com/criticalmin…
Visible gold in a 12-year-old core tray at Elk Range (ASX: ELK). The 2014 crew logged the hole, missed the gold and went home at 450 feet. A rig is drilling past that spot now.
Link below: equitiesclub.com/gold/elk-ra…
Oil hit US$110, copper hit a record, a broker's 1c pick six-bagged, and has the boss of Anthropic just spooked the AI trade?
The week that was on the ASX: equitiesclub.com/weekly-wrap…
A chip executive told Kevin Crofton a cold graphene recipe was worth more than his own company.
Five months on, Crofton is executive chairman of Adisyn (ASX: AI1), the company that owns it, and the board is hiring a chip industry CEO to take it to market.
equitiesclub.com/tech/adisyn…
A copper explorer went ballistic. Our broker tips gained momentum, & an Australia’s lithium miner went shopping in Argentina.
The week that was 👇
equitiesclub.com/weekly-wrap…
In 1972 two crews walked hills west of Sydney bagging dirt every 30 metres. Copper and zinc lit up along a 2.4km line. Nobody tested for gold. Two old gold mines sit 2km along the same rocks.
50 years on, Exultant Mining (ASX: 10X) has a crew back on it
equitiesclub.com/gold/10x-ge…
