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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-…
Australia’s first grid-scale flow battery runs on vanadium and China makes three quarters of it.
Mount Ridley Mines (ASX: MRD) just recovered 96% of the vanadium from iron ore without the industry’s 1,200°C roast, its third ore in three months
equitiesclub.com/criticalmin…
A cement company drilled 63 holes into a Nevada hillside in ‘09 and kept half of every sample. Nobody tested them for fluorspar
The mine 1.2km away shipped it for 13 years
Evion Group (ASX:EVG) has optioned the ground. First lab results within weeks
equitiesclub.com/criticalmin…
Bubalus becomes our copper pick 10km from Mt Lyell, Elk’s first hole ran 290 metres of gold, China paid the most for copper in 13 years, and we scan 700 quarterlies to find 16 companies worth less than their cash.
The week that was on the ASX: equitiesclub.com/weekly-wrap…
Bubalus Resources (ASX: BUS) has signed to buy a copper project in western Tasmania, 10km from the Mt Lyell copper mine and its $490m restart.
Every hole at its Jukes prospect has hit copper, 13 from 13, and the rig turns in January. Brendan Borg on the deal.
Here’s what’s under the hill at $BUS Jukes. Copper from near surface to about 430m, open along strike and at depth. Best metre so far ran 6.28% copper and 12.2g/t gold, inside 13m at 1.18% copper.
Borg says the style and grades are much like Mt Lyell’s
Why $BUS at 8.3c, with close to half the company in cash, is our copper pick before it drills its first hole in January:
equitiesclub.com/copper/buba…
12 years ago a drill hole at the Friday Gold Mine in Idaho stopped in 133g/t gold and nobody drilled under it.
Elk Range (ASX: ELK) just did. 11.3m at 21.4g/t starting where the old crew pulled out, and the gold ran another 170m
CEO Edward Keys talks through the first hole
The hole went in eight metres from the 2014 one and ran down the structure, so the next seven cut across it to find out how thick the gold is. Assays late November.
equitiesclub.com/gold/elk-ra…
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…
