Bulls N' Bears (Commercial Content)

Bulls N’ Bears ASX Runner of the Week is… Rhythm Biosciences, after it after it revealed promising results from a study of its simple bowel cancer diagnostic blood test. Roolife Group inked a blockbuster e-commerce partnership supply agreement with multi-national Eternal Asia Supply Chain Management, Waratah Resources unveiled a 208m intersection of high-grade gold in NSW land of the copper-gold giants, and Lindian resources secured a funding and offtake partnership with Iluka Resources to lock-in a domestic rare earths supply.

Thunderbird Resources has uncovered a string of high-priority gold targets at its Kookabookra project in NSW, with geophysics revealing sulphide-rich anomalies that correlate with past mineralisation. The company’s drill rig is now poised to hit the ground in the fourth quarter, with strong geological cues pointing to untapped gold systems similar to the nearby Hillgrove antimony-gold deposit.

American West Metals has hit thick, high-grade copper at its Storm copper project in Nunavut, Canada, with a reverse circulation drilling program confirming near-surface mineralised zones and deep diamond drilling hitting 57m of visible copper sulphides at its Cirrus target. The results point to an extensive copper system, which might support resource upgrades and expansion at the company’s Corona, Thunder, Lightning Ridge, and The Gap prospects.

BMG Resources is raising $600,000 through a placement of new shares to sophisticated and institutional investors to advance its Abercromby project scoping study and to drill its Bullabulling project in the WA goldfields. With a 518,000-ounce gold resource at Abercromby and high-grade hits at Bullabulling, BMG is poised to capitalise on its WA gold projects, leveraging their proximity to major mines and infrastructure for rapid development.

Lindian Resources has forged a multi-pronged major offtake agreement, cornerstone funding and strategic partnership with global critical minerals heavyweight Iluka Resources to push its world-class Kangankunde project in Malawi towards first production. The seismic deal for the company cements Kangankunde as one of the pre-eminent rare earths developments on the planet, as Iluka scrambles to lock in a strategic rare earths supply for Australia.

Horizon Minerals has expanded its footprint in Western Australia’s famed Goldfields with a strategic $2.81 million acquisition of Yandal Resources’ Gordons Dam and nearby projects. The new ground sits just a stone’s throw from Horizon’s Black Swan processing hub and includes a 20,000-ounce gold resource, exploration upside galore and the potential to turbocharge a planned five-year mining operation.

Neometals Ltd’s drilling at its Barrambie gold project, 80km northwest of Sandstone in WA, has nailed high-grade gold, with top intercepts of 6.2m at 9.87g/t gold at its Ironclad deposit and 10.2m at 2.72g/t gold at its Mystery prospect. Other gold hits at Ironclad include 14.15m at 3.21g/t and 22.1m at 1.75g/t gold. Further drilling will target resource growth along the 4km Barrambie trend, aimed at mining in 2026.

Aurum Resources has delivered a total 2.41 million ounces of gold in a resource update for its West African Boundiali gold project - a stunning 50% hike on its previous resource estimate. When combined with a 0.87-million-ounce interim resource at its separate Napié project, Aurum’s combined resource endowment across its tenement group now totals 3.28 million ounces of the yellow metal.

Latitude 66 has fired up a fresh exploration charge at its newly granted Piastri project in WA’s Yalgoo-Singleton greenstone belt. The project, just 200m from the 2-million-ounce Ricciardo gold-antimony deposit being acquired by Capricorn Metals, could hardly be better placed. With funding due from the sale of its Queensland copper project, Latitude 66 is gearing up to chase high-grade gold targets in one of WA’s most fertile mineral corridors.

Javelin Minerals has tweaked its mining plan to boost the expected gold recovery at the company’s Eureka project to 39,000 ounces, following a 27 per cent jump in the resource’s higher confidence indicated category. The lift to indicated resources was accompanied by a 32 per cent bump-up in grade to 1.98 grams per tonne gold, providing a significant uplift in the expected cash flow from mining the project.

Aguia Resources is charging into the new financial year with its dual-commodity strategy, after delivering its first gold sales from its flagship Santa Barbara project in Colombia. The company says it is laying the groundwork for next up phosphate production in Brazil’s agricultural heartland, as it reported a promising start to its gold bullion journey.

Rio2 Limited’s Fenix Gold Project in Chile’s Atacama region is 41 per cent complete, with $56.4 million spent against a $57.8 million budget. A US$50 million third prepayment from Wheaton Precious Metals continues to support construction and development. Hosting 4.8 million ounces of gold, the project aims to pour first gold in January 2026, creating jobs and boosting the region’s economy.

Bulls N’ Bears ASX Runner of the Week is… Oliver’s Real Food, after the healthy fast food company unveiled a bounce-back profitable quarterly from last period’s losses. Black Dragon Gold progressed its monster Spanish gold project closer to development, BSA Limited unveiled a profitable period despite losing its NBN contract earlier this year and Beforepay is on a tear, reporting increased profits from its pay-on-demand lending app.

St George Mining has unearthed a second high-grade rare earths discovery at its world-class Araxá project in Minas Gerais, Brazil. The impressive discovery lies 1km northeast of its existing 41Mt niobium-rare earths resource within the richly endowed Barreiro carbonatite. Initial assays from the auger drilling program suggest a substantial expansion of the already globally significant Araxá deposit.

Latitude 66 Ltd has divested its 17.5 per cent stake in the Greater Duchess copper-gold joint venture in Queensland to partner Carnaby Resources for $6 million, comprising $2 million cash and $4 million in shares. The non-dilutive transaction will enable Latitude 66 to advance its more significant exploration ventures in Western Australia and Finland.

Perth-based stem cell therapy pioneer NeuroScientific Biopharmaceuticals is transferring its patented StemSmart technology to one of Australia’s biggest and most experienced manufacturers to scale up clinical-grade production, ahead of the commercialisation of its infusion therapy for hard-to-treat conditions, starting with Crohn’s disease. Queensland-based Q-Gen Cell Therapeutics specialises in manufacturing cellular immunotherapies for national and international clinical trials from 13 cleanrooms dedicated to cell manufacturing and quality control.

Larvotto Resources has fired the starter’s gun on its $140 million Hillgrove antimony-gold project in NSW after locking in a US$105 million bond and $60 million equity raise. With early works already underway, the fully funded operation is targeting first production in Q2 2026. Hillgrove is poised to become the only new source of antimony outside China within the next four years.

Legend Mining has lit up eight gold and base metal soil anomalies at its newly acquired Pinnacle Well project in WA’s northern Goldfields. Located near major gold and base metal operations, the project spans a 110sq.km block and features high-grade historical hits, quartz veining, gossans and key regional fault structures. Drill targeting is now underway.

Solara Minerals’ moving loop geophysical survey at DeGrussa West, 17km from Sandfire’s famed DeGrussa copper-gold mine, has defined two large north-dipping conductive plates with strong gold and copper potential. Coinciding with magnetic anomalies and favourable structural features, these high-priority targets are set for drilling, with permits approved, following the company’s recent acquisition of OD4 Tom Price.

Ora Banda Mining has charged into FY26 with soaring gold production at its Davyhurst project in WA’s Goldfields and a new gold discovery that could reshape its future. With the Sand King underground mine now hitting its stride and a 1km multi-lode system uncovered at Little Gem, the company is flexing its muscle across all operations, backed by a strong $84.2 million cash position and $73 million earmarked for exploration.

St George Mining has delivered Brazil’s first rare earths sample from its Araxá niobium-rare earths project to MagBras for magnet production studies, potentially pioneering Brazil’s magnet rare earths supply chain with a sample sent to MagBras for magnet production studies. The 30kg rare earths oxalate sample, derived from the company’s 100%-owned Araxá project, marks St George as a frontrunner in Brazil’s emerging rare earths supply chain.

Aguia Resources has struck a high-grade gold and silver system in its debut drill campaign at the Santa Barbara project in Colombia. First assays from five holes included visible gold and grades up to 44g/t, while underground sampling turned up monster hits north of 85g/t gold. The drilling has confirmed mineralisation continuity beneath current workings and sets the stage for a much larger exploration push.

Kula Gold/Aurumin Ltd have reported a 98,534-tonne maiden resource grading 0.63g/t gold for tailings at their joint venture Mt Palmer project in WA’s Goldfields, boosting the project's early monetisation potential. The inferred resource, defined by 60 air core drill holes, contains 1996 ounces of gold at a 0.4g/t cut-off, with preliminary metallurgical testwork showing an average 86 per cent gold recovery rate.

Melbourne executive Nathan Smith will take the reins as CEO at NeuroScientific Biopharmaceuticals, bringing his strategic and commercial nous as the company gears up to release its innovative StemSmart stem cell technology. This is the Perth-based biotech’s second heavy-hitting appointment, after it recruited a well-credentialled chief medical officer in Perth-based paediatric haematologist and oncologist Dr Catherine Cole.

Great Southern Mining has kicked off diamond drilling at its Edinburgh Park project in northern Queensland, with three deep holes planned at Leichhardt Creek. Backed by a $15 million Gold Fields Ltd JV, the campaign is targeting massive IP anomalies that mirror geological signatures seen at other nearby major gold-copper systems. With its Mt Dillon prospect up next, the drill bit could be edging closer to a major discovery.

St George Mining has secured $5 million at a 13.1% premium for its Araxá project in Brazil to upscale drilling, expand its niobium-rare earths resource and pursue US partnerships. The company will soon launch 9000m of drilling to enhance its world-class project. The placement will enable an earlier and expanded program at Araxá to increase the current 41 million tonne niobium–rare earths resource.

Octava Minerals has clinched a $1.5 million raising to help the company secure the Federation copper-zinc-silver project in western Tasmania, tapping into a region famed for its mineral wealth and pro-mining jurisdiction. The project, stumbled upon decades ago by then operator and nearby tin prodigy Renison, has a promising set of high-grade historical intercepts at its Sweeney’s prospect that are untested since drilling in the 1970s.

Bulls N’ Bears ASX Runners of the Week is… I Synergy Limited, after the company revealed a MoU with NASDAQ-listed Treasure Global to deliver its AI infrastructure to Malaysia. ActiveEX unveiled a promising maiden resource for its Queensland gold project. Vanadium Resources locked in an offtake with the Chinese for its South African iron-vanadium ore and Broken Hill Mines relisted on its eponymous mine in NSW.

Aurum Resources has struck 1.43m at 234.35g/t gold at its 1.59-million-ounce Boundiali gold project in Cote d'Ivoire as it continues a 100,000m drilling program for the year. Two resource updates are imminent. The company has completed 23 diamond core holes totalling 5728.9 metres of drilling at its BM Target 3 deposit within Boundiali.

Larvotto Resources has officially sealed a $60 million equity deal to get its Hillgrove antimony-gold project in New South Wales up and running. The raise follows a hefty US$105 million (A$159.6 million) bond issue and gives the company the financial firepower to push through construction and hit first ore in the second quarter of next year. Larvotto is now in the box seat to deliver the West’s next critical minerals supply.

Dollar Bill (AKA Bulls N Bears’ Bill McConnell) has been polishing his monocle in preparation for the resurgence of the small caps market – and it’s starting to happen.

NeuroScientific Biopharmaceuticals has snagged a well-credentialled WA haematologist and oncologist as its chief medical officer. The company is banking on Dr Catherine Cole’s decades of clinical leadership and trials experience to help it roll out its innovative stem cell therapy. A trial is underway to test its stem cell technology to treat patients with a difficult-to-treat complication of Crohn’s disease.