Materials Australian Community
Our community narratives are driven by numbers and valuation.
Materials Australian Investing Ideas
Bisalloy Steel Group will shine with a projected profit margin increase of 12.8%
This is a great stock with massive exposure to the growing defence requirements of Australia. As the only Q&T steel manufacturer in Aus, It is a vital resource - think protective vests (Aus & worldwide) Bushmaster vehicles, armour for tanks and submarines.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
Lyc added to MSCI Australia Index 25/11
Lyc was added on 5/11/25 to the MSCI Australia Standard Index, tracked by well-traded ETF’s, taking effect on 25/11/2025. Recent price upgrades by UBS, Macquarie & Goldman Sachs.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
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
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
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
Undervalued Micro-Cap: SciDev Positioned to Capitalize on PFAS Water Treatment Boom and Pro-Oil Momentum
This is a micro-cap stock that has barely any sell-side broker coverage, and its core business in providing friction reduction for oil and gas companies in the US will be a big winner given Trump is very pro-oil and gas. However, where we see material value that is under-appreciated by the market is their technology which can treat hazardous man-made chemicals known as Perfluoroalkyl and Polyfluoroalkyl Substances (PFAS).Read more
