Equities Club
Hidden gems and market trends. Expert analysis of ASX small-cap stocks and emerging opportunities
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 201 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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articles.equitiesclub.comLatest Issues
The Heavy Rare Earth Story Worth Watching
The gap between a resource and a producer is where most junior critical mineral stories get stuck. Mount Ridley Mines (ASX: MRD) has spent the past eight weeks moving through that gap.
This morning the company kicked off Phase 1 metallurgi...
Our New Portfolio Addition: The Drone Supercycle Just Got an ASX Play
Somewhere in eastern Ukraine right now, a drone you can carry in a backpack is hunting a Russian tank.
The drone cost a few thousand dollars. The tank cost millions.
That’s the war now.
In July last year, US Defence Secretary Pete Hegset...
Weekly Wrap: EVG Rips 60%, AI1 Signs Israeli Manufacturer, Drills Turn at 10X
A big week for the portfolio.
Evion Group (ASX: EVG) joined on Tuesday and ripped more than 60% the same day, on the second-highest volume trading day in the company’s history.
The rest of the portfolio kept moving while we were preparing...
Our New Portfolio Pick in the Pentagon's Line of Sight
The United States hasn’t had a meaningful fluorspar mine since 1990.
In January, the Pentagon handed US$169 million to the only permitted producer left on American soil.
Without fluorspar, the modern world stops working. Lithium-ion batte...
Tomorrow: A New Portfolio Addition
Tomorrow morning we’re adding a new name to the Equities Club portfolio.
A critical mineral story in a tier-one jurisdiction, in a corner of the market where supply keeps tightening and the West is scrambling to rebuild.
What caught our e...
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Authors
The writers behind this newsletter.
We write about the ASX, the market, and small-cap companies we think have the potential to go big
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