Latest Articles

Sep 22, 2026

ASX:BUY

24 min

My first ever (successful) small stock was an oil and gas explorer in Africa way back in the 2010s. And with oil prices and Middle East uncertainty surging right now - it looks like the window for markets funding, and rewarding, new mega oil discoveries is opening again. Our latest Investment is: Bounty Oil & Gas (ASX:BUY)

Sep 21, 2026

ASX:EMD

13 min

Our Investment Emyria’s (ASX: EMD) Executive Chairman Greg Hutchinson was presenting in front of the US FDA. At the “Considerations for Potential Future Therapeutic Use of Psychedelic Drugs” hearing. As “one of a limited number of in-person” speaking positions.

Sep 17, 2026

ASX:CND

14 min

Six months on and the Strait of Hormuz is still shut. Terrible news for anyone who depends on oil coming out of the Middle East. And we think South America might be a part of the world these buyers turn to for that supply. Which is why we are Invested in Condor Energy (ASX: CND)

Sep 16, 2026

ASX:VKA

13 min

The US government’s attention is now on tungsten - possibly the most important military critical mineral. Tungsten is used in armour-piercing ammunition, fighter jets, and the warheads of Tomahawk, Patriot and Precision Strike missiles. Hopefully the US government attention is the starter for a re-rate in small cap tungsten stocks now. Like our Investment, $22.6M capped Viking Mines (ASX: VKA) - whose project isn’t that far away from the one some of that DoW funding will go toward restarting.

Sep 15, 2026

ASX:OD6

13 min

Remember the US$250M fluorspar contract the US Department of War gave a tiny Canadian listed company in January? A few weeks after that DoW deal we Invested in OD6 Metals (ASX: OD6) - the only company on the ASX with a US fluorspar asset (at the time).