To The Moon

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 increased investor interest and buying pressure.

2. $JAMES HARDIE INDUSTRIES-CDI(JHX.AU)$ +10.51%

• JHX released better-than-expected preliminary results for its fiscal second quarter, projecting net sales between $1.29 billion and $1.30 billion, significantly above analyst estimates of $1.21 billion.

• The company's core Siding & Trim business performed better than expected. Additionally, the recent acquisition of AZEK showed positive progress and contributed to the quarter's performance, signaling successful integration and future synergy potential.

• The strong results alleviated some investor concerns about the impact of a slowing housing market. The CEO's statement that the outlook for the Siding & Trim business had "modestly improved" further helped restore optimism regarding the company's operational momentum.

3. $LYNAS RARE EARTHS LTD(LYC.AU)$ +9.69%

• Signed a cooperation agreement with U.S. manufacturer Noveon Magnetics to supply rare earth magnets for the U.S. Department of Defense and commercial customers.

• China tightened export controls on rare earth materials, equipment, and related technologies, causing supply chain concerns and boosting the value of non-Chinese suppliers like Lynas.

• The U.S. government's push to diversify its rare earth supply chain away from China positioned Lynas, the largest producer outside China, as a key strategic beneficiary.

• The company's stock was already in a strong uptrend, with a 220% year-to-date gain leading into this period, and the positive news further amplified investor optimism.

4. $Alcoa Corp(AAI.AU)$ +6.19%

• Morgan Stanley raised its price target from $38 to $42.50, citing improved commodity price forecasts and the company's strong financial outlook.

• Analysts revised their aluminum price projections upward, anticipating a tighter market due to supply constraints and steady demand, which directly benefits Alcoa's profitability.

• The stock benefited from a wave of bullish sentiment, including a new "Overweight" rating from Wells Fargo, reinforcing market confidence following the strong earnings pre-announcement.

5. $Capstone Copper Corp(CSC.AU)$ +5.58%

1. A production guidance cut through to 2028 for Teck Resources' Quebrada Blanca mine in Chile disrupted global supply, pushing copper prices to a 16-month high and lifting all copper miner stocks .

2. National Bankshares raised its price target for Capstone Copper from C$12.00 to C$15.00, suggesting a significant potential upside and maintaining an "outperform" rating .

3. The stock was part of a broader rally in copper miners on the ASX, with peers like $SANDFIRE RESOURCES LTD(SFR.AU)$ and South32 also posting significant gains, indicating strong positive sector-wide sentiment