To The Moon

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,634.50 on Friday, down 1.79% in the past 5 days. 1. $PILBARA MINERALS LTD(PLS.AU)$ +30.38%The price of Lithium has risen significantly, increasing by about 21% over the past month to approximately US$1,001 per tonne, directly boosting the company's revenue prospects .The company's latest quarterly results showed exceptional cost control, with mining costs falling 13% and a 20% increase in the average realised sales price, leading to a 30% jump in quarterly revenue .China's new royalty framework for lithium has increased production costs for local miners, lifting the global cost floor for lithium and benefiting established Australian spod

Australia’s big four banks — ANZ, Westpac, NAB and Commonwealth Bank of Australia — remain core holdings for many investors and a major driver of the S&P/ASX 200 Index. But in 2025, their performances have diverged sharply.So far this year, ANZ has been the clear winner with a 36% gain, followed by Westpac at +27% and NAB at +18%. CBA, despite hitting record highs earlier in the year, has underperformed with only about 7% share price growth year-to-date, and has fallen more than 15% from its June peak above $189.Below is a brief look at how each bank has traded this year, and what their latest earnings tell us.ANZ: Best Share Price Performance, Softer FY25 Results$ANZ GROUP HOLDINGS LTD(ANZ.AU)$ surged from $28.59 to around $36.94, making it

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,769.70 on Friday, down 1.00% in the past 5 days.1. $Light & Wonder Inc(LNW.AU)$ +14.05%The company reported a significant 78% jump in net income and an 18% rise in AEBITDA for the third quarter, which surpassed market expectations . This impressive profit growth on modest revenue increase demonstrated strong operating leverage and cost discipline .Investor excitement was fueled by the company's planned transition to a sole primary listing on the ASX, which was on schedule . This move is anticipated to close the valuation gap with other ASX-listed gaming peers and could lead to a significant re-rating of the stock .LNW returned $111 m

Market OverviewAustralia’s major banks are heading into the November earnings season with strong momentum. The market anticipates solid results for FY25, driven by resilient credit growth, disciplined deposit pricing, and robust Treasury and Markets income. However, analysts warn that FY26 may bring challenges, with moderating revenue growth and margin pressure expected as rate cuts gradually filter through the system.Earnings Season Highlights: $WESTPAC BANKING CORPORATION(WBC.AU)$ and $NATIONAL AUSTRALIA BANK LTD(NAB.AU)$ are expected to lead in top-line growth, supported by a favorable lending mix and disciplined deposit management. $Macquarie(MQG.AU)$ i

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,881.90 on Friday, down 1.94% in the past 5 days. 1. $Capstone Copper Corp(CSC.AU)$ +8.52%The company reported record quarterly financial performance for Q3 2025, including a record Adjusted EBITDA of $249.2 million, which more than doubled from the previous year. This was driven by higher copper production and strong copper prices.Capstone sold a 25% stake in its Santo Domingo project for up to $360 million. This deal reduces future funding requirements for the project, provides immediate cash, and enhances financial flexibility, which was viewed positively by the market.Several financial institutions, including CIBC, Stifel Nicolaus, an

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 9,019.00 on Friday, up 0.34% in the past 5 days.1. $PILBARA MINERALS LTD(PLS.AU)$ +20.52%PLS saw a significant share price increase, primarily driven by its strong financial and operational performance for the first quarter of the 2026 financial year (FY26).The company reported a 30% quarter-over-quarter increase in revenue to A$251 million, driven by a 20% rise in the average realized lithium price. This top-line growth, coupled with a significant reduction in costs, led to an improved cash margin, beating market expectations.Pilbara Minerals achieved a 13% reduction in its unit operating cost (to A$540 per tonne) during the quarter. This

The U.S. and Australia have signed a massive $8.5 billion rare-earth and critical-minerals deal, under which 30 key metals will flow from Australia to the United States. 🔥Companies listed by either the Australian government or the U.S. Export-Import Bank (US EXIM) in the first-round $8.5 billion financing list saw strong moves after the Oct 21 announcement.Each has clear 6–12 month catalysts such as final investment decisions (FID), offtake agreements, or Environmental Impact Statement (EIS) approvals.Follow these ASX tickers directly 👇1️⃣ $ARAFURA RARE EARTHS LTD(ARU.AU)$ – Flagship Nolans NdPr ProjectGovernment + US EXIM commitments: > US$300 millionOutput: 4,400 tpa NdPr, 470 tpa mid/heavy REEs; mine life 38 yrsCatalyst: FID by Q4 2025, co

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,995.30 on Friday, up 0.85% in the past 5 days.The primary driver was a surge in the price of gold, which reached a fresh record high. This boosted investor interest in major gold producers like Newmont and Northern Star .In addition, other reasons include: 1. $NEWMONT CORP-CDI(NEM.AU)$ +16.02%NEM’s technicals are highly bullish. The 50-day SMA (~$89) and 200-day SMA (~$84) both lie below the current price, confirming the uptrend. Newmont’s fundamentals are solid, with Q2 2025 EPS beating estimates, and demonstrated significant growth in operating cash flow, underpininning its financial health and shareholder returns.Major institutions, i

After months of uneasy calm, the U.S.–China trade tensions have flared up again.Former President Donald Trump announced plans to impose 100% tariffs on all Chinese goods, citing Beijing’s tightened controls over rare earth exports. In response, China’s Ministry of Commerce accused the U.S. of “double standards” and warned it would “not yield under threats.”Behind the diplomatic language lies a familiar geopolitical truth: rare earths have become the new battleground in the tech and trade war.Why Rare Earths MatterRare earths are not actually “rare” — they’re relatively abundant in the Earth’s crust, but rarely found in economically viable concentrations. What makes them crucial is their unique magnetic and conductive properties, powering everything from EV motors and wind turbines to smart

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,958.30 on Friday, down 0.64% in the past 5 days.1. $SOUTH32 LTD(S32.AU)$ +12.54%Secured investment from the US Department of Defense for South32's Alaska mineral projects, ensuring a domestic supply of critical minerals and boosting investor confidence.Benefited from a broader recovery and improved investor optimism in the global mining sector, driven by stronger commodity demand forecasts.Announced the commencement of its daily share buyback program, signaling strong financial health and management's belief that the stock was undervalued.Received a significant rating upgrade from Jefferies from "Hold" to "Strong Buy," prompting increase