Materials Australian Community
Our community narratives are driven by numbers and valuation.
Materials Australian Investing Ideas
BHP: Positioning for the AI, Energy, and Food Security Supercycles
Catalysts What are the underlying business or industry changes driving this perspective? Data Center and AI-Driven Copper Demand: Beyond general electrification, the explosive growth of Artificial Intelligence (AI) data centers is creating a new, capital-intensive source of demand for copper.Read more
Gold producer with strong balance sheet and good upside
Pantoro Ltd is a mid-tier producer in Australia. They are producing around 100,000 oz (Norseman).Read more
RIO is poised to weather a depressed iron ore environment, but commodity diversification comes with lower margins
RIO strategy At a high level, RIO’s growth strategy is to diversify away from Iron ore into in-demand commodities. Specifically, copper, aluminum and lithium.Read more
Hazer Group will revolutionize hydrogen with the HAZER® Process by 2035
Recent Performance and Financial Snapshot Hazer’s latest update comes from its FY25 half-year results (1H25, covering July 1 to December 31, 2024), released on February 24, 2025. Revenue grew 46% to AUD$2.1 million from AUD$1.44 million in 1H24, driven by R&D tax incentives and customer contracts.Read more
Finding Value When There’s None Left: A Case for Northern Star (NST)
Finding genuine value in the current market is becoming increasingly difficult. Stock indices are at or near all-time highs.Read more
Australia Silver Play for 1,200%
🪙 Andean Silver – Valuation & Outlook Key Project – Cerro Bayo (Chile) Resource: ~90M oz AgEq at ~300 gpt, mostly underground with a 16M oz open pit. History: Produced 45M oz silver and 650K oz gold before being put on care & maintenance in 2022.Read more
$100/oz Silver, Great Risks to Rewards
Sun Silver: Valuation at $100/oz Silver Key Project: Maverick Springs (Nevada) Resource: Silver: 175M oz at 45 gpt. Silver Equivalent (AgEq): 290M oz at 70 gpt (includes gold).Read more
At $4,000/oz gold
--- Rox Resources: Stock Price Estimate at $4,000/oz Gold --- Project Details and Financials 1. Youanmi Project: Total Resource: 2.3M oz gold.Read more
If gold reaches $4,000 per oz and silver reaches $100 per oz
--- Adriatic Metals: Stock Price Estimate at $4,000 Gold and $100 Silver --- Assumptions 1. Total Production: 15M oz AgEq annually.Read more
