Materials Australian Community
Our community narratives are driven by numbers and valuation.
Materials Australian Investing Ideas
Iluka (ASX:ILU) an interesting future
If one thing is clear, it is that the future of global industrial output is increasingly uncertain as economies transition toward electrification, renewable energy and artificial intelligence. Within this shifting landscape, miners such as Iluka Resources (ASX: ILU) — a producer of a range of industrial minerals through its mineral sands operations — occupy a strategically interesting position.Read more
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
if $4,000 is the target gold price
To estimate the potential stock price of Red 5 Ltd based on a predicted gold price of $4,000 per ounce, we can follow these steps: Step 1: Estimate Future Revenue Projected Production : Current production: 425,000 oz. Additional production from Sugar Zone (once operational): 80,000 oz.Read more
At gold prices rise to $3,000 per oz
To estimate the potential stock price of Barton Gold if they achieve their production targets and gold prices reach $3,000 per oz, we’ll break down the numbers based on your provided details. ### Assumptions and Inputs 1.Read more
