Public Company News

St George Mining has delivered another round of exceptional drilling results at its wholly owned Araxá rare earths and niobium project in Brazil. Thick, high-grade mineralisation from surface has extended the resource envelope, reinforcing expectations of a substantial upgrade to what is already a world-class mineral resource.

Pilot Energy has struck a binding agreement with renewables partner SN Energy to jointly develop a hybrid solar and battery project at the company's Three Springs in Western Australia. The deal unlocks upfront and milestone payments while supporting a proposed 50MW data centre, reinforcing Pilot's strategic shift from legacy oil assets into renewable energy and clean infrastructure.

Estrella Resources has strengthened its leadership with the appointment of seasoned mining executive Robert Mencel as chief executive officer, positioning the company to advance its limestone and manganese assets in Timor-Leste. Mencel brings more than 25 years of global project development experience, including multiple greenfield builds, as Estrella shifts focus towards development, funding and future production.

Dateline Resources has further bolstered its board with the appointments of two highly experienced North American mining professionals as non-executive directors. George Brack and Phillips Baker Jr have joined the aspiring miner at a pivotal time, as the company progresses its lauded Colosseum gold-rare earths project in California towards a bankable feasibility study (BFS), aiming to transition from explorer to developer.

The Bulls N' Bears ASX Runner of the Week is Charger Metals which unleashed a ripping high-grade maiden gold discovery at its Xmas anomaly in the Yilgarn with 12m at 6.55g/t, Calix Limited stormed higher on blockbuster US water-treatment contracts and completion of its game-changing lithium demo plant with Pilbara Minerals. Investigator Resources also started the new year on the front foot, leveraging sky-high silver prices with a DFS update that bloated mineable ounces by 13Moz at the same time slashing the strip ratio at its pure-play Paris silver project in South Australia.

Chariot Resources has executed a non-binding MOU with prominent China-based battery materials producer Shanghai GreatPower Nickel & Cobalt Materials Co. to explore collaboration across its prospective Nigerian lithium portfolio. The MOU outlines potential offtake for up to 200,000 tonnes per year of spodumene concentrate from one of Chariot's four Nigerian projects. Discussions also covered potential development financing, credit lines and offtake prepayments to accelerate exploration and production.

Dollar Bill rarely indulges in “I told you so” moments, but with uranium, silver and small caps all delivering exactly as forecast, a glance at the scoreboard feels justified. From silver's stunning outperformance to the revival of risk appetite, The Dollar reflects on his calls that landed. Looking ahead, lithium and nickel appear set as the next potential comeback stories with a revival in both already underway.

Dateline Resources has taken a major step in de-risking its fully-owned 1.1 million ounce Colosseum gold and rare earths project in California via the execution of an option agreement that secures critical water rights and near-mine infrastructure. The agreement provides access to about 27 acres of paved industrial land at the base of Colosseum Mine Road, complete with four existing buildings and two dedicated groundwater wells.

With the old-fashioned advice-giving broker almost a thing of the past now, Bulls N' Bears Dollar Bill weighs up the pros and cons of the algorithm that ate his broker.

Bulls N' Bears' Dollar Bill says the Santa Claus rally sounds like market folklore, yet the data keeps proving it real. December delivers unusually strong returns across global markets, driven less by fundamentals and more by seasonal sentiment, patterns and investor psychology in the lead up to Xmas. From technical traders to casual punters, everyone seems to behave differently as the year winds down.

The ASX fired back to life in 2025 as gold and silver hit records, copper ran hard and critical minerals took off on the back of largely US supply-chain geopolitics. Small caps delivered the kind of multi-baggers not seen in years, but biotechs took a bruising. Dollar Bill looks at the market's wild return to form and what the shifting macro picture may mean for 2026.

Horizon Minerals has pushed back its Black Swan plant conversion feasibility study near Kalgoorlie into the new year, opting to reassess project economics amid record gold prices. The company says delivery is now slated for the March quarter as it explores ramped-up throughput options buoyed by elevated gold prices exceeding A$6700 per ounce.