TSN: The Stock Network

The Stock Scoop ⚡ The Rockstars of mining Read our latest newsletter here 👉 newsletter.thestocknetwork.c… Mining's star talent rolled into Sydney this week as IMARC and the Rockstars Mining Investor Event took the stage, with The Stock Network serving as official media partner for both events. The week brought together key voices across the resources sector, highlighting developments and opportunities across the industry. Ahead of the events, TSN interviewed nine ASX-listed mining leaders exploring opportunities across uranium, tungsten, rare earths, copper, silver and more. From drill hole to development, every resource story starts with a bold idea. This week was all about backing the people turning potential into progress. This edition features: @RealRickRule @AlligatorEnergy (ASX:AGE) @Axel_REE (ASX:AXL) @Critica_CRI (ASX:CRI) @Southern_Pd (ASX:SPD, JSE:SDL) @CastileRes (ASX:CST) @LodeResources (ASX:LDR) @RedMetal_Ltd (ASX:RDM) @PAT_Resources (ASX:PAT) @KaokoMetals (ASX:KAO) @LegacyMinerals (ASX:LGM) @alara_resources (ASX:AUQ) @CorsonFisk 👇 Subscribe for free stock news, interviews & investor education newsletter.thestocknetwork.c…

Axel REE (ASX:AXL) is delivering significant progress across its rare earth and critical minerals portfolio, achieving key milestones in resource growth, metallurgical testwork and its in situ recovery (ISR) development pathway in Brazil. 🧪 Produced its first Mixed Rare Earth Carbonate (MREC) through Woolrich ISR column leach testwork, demonstrating successful rare earth recovery and processing. 🇧🇷 Expanding its Caladão rare earth and gallium resource in Brazil and more than doubled the Woolrich Mineral Resource, establishing a maiden Indicated Resource. 🔬 Demonstrated strong gallium and scandium extraction results at Tiger Creek through independent metallurgical testwork, highlighting the project's critical minerals potential. ASX announcement ⚡ asx.api.cmfyapp.com/asx-rese… @Axel_REE $AXL

Vection Technologies (ASX:VR1, OTC:VCTNY, FRA:S1X) has delivered continued commercial progress across its Enterprise AI, defence and digital technology operations, with improving cash flow performance and growing recurring revenue opportunities in its Q1 FY27 activity report. 🚀 Secured a $7.4 million three-year framework agreement with URBANnext SA to deploy Algho AI across European smart city and urban infrastructure markets. 🇮🇹 Achieved Algho AI reference-provider certification with Retelit, expanding access to enterprise, government and SME customers across Italy. 🛡️ Continued delivery under its $22.3 million NATO-aligned Defence framework, supporting long-term defence and national security opportunities. "We enter Q2 FY27 with continued Defence framework delivery underway, the Retelit and URBANnext frameworks entering their revenue-generating phases, and collaborations supporting our international expansion." Gianmarco Biagi, Managing Director and Executive Chairman ASX announcement ⚡ asx.api.cmfyapp.com/asx-rese… @VectionTech #VR1 @AndironGroup

Metals Australia (ASX:MLS) has progressed key development milestones across its Lac Carheil Graphite Project in Canada and Manindi Project in Western Australia. 🇦🇺 Delivered a maiden 45.7Mt Inferred Mineral Resource at Manindi, highlighting its vanadium-titanium potential. 🔬 Progressed metallurgical test work, environmental studies and permitting activities to support project development. 🤝 Strengthened engagement with Canadian stakeholders and pursued US critical minerals support. "As development milestones continue to be achieved, we expect growing interest from governments, strategic partners and investors who increasingly understand the importance of secure, long-term supplies of critical minerals." Paul Ferguson, CEO ASX announcement ⚡ asx.api.cmfyapp.com/asx-rese… @MetalsAus $MLS

49 Metals (ASX:49M) has outlined significant progress at its Gold Mountain Project in Nevada, USA, with maiden drilling results confirming a broad gold mineralised system and multiple high-grade structures at the Adit Zone. ⛏️ Confirmed a substantial gold mineralised system at the Adit Zone. 🥇 Identified high-grade gold feeder structures within the broader mineralised system. 🇺🇸 Achieved gold and/or silver mineralisation in every hole of its maiden drilling program in Nevada. "The Adit Zone discovery has developed into a broad gold mineralised system containing multiple higher-grade structures, with DRC#22 demonstrating the substantial widths of mineralisation present." - Phil Carter, Managing Director Quarterly activities report ⚡ api.investi.com.au/api/annou… @49Metals #49M

Spacetalk (ASX:SPA) is advancing its transformation into a software-led family safety platform, following landmark agreements with TPG Telecom and a new UK telecommunications MOU. 📱 Active Mobile subscribers grew 20% year-on-year, with Mobile recurring revenue also increasing. 🤝 Executed agreements with TPG Telecom will see a co-branded version of Spacetalk's family safety and digital wellbeing app offered to Vodafone Australia customers, alongside its own stand-alone launch. 🇬🇧 Signed a non-binding MOU with a UK-based telco to explore international distribution of the Spacetalk App and platform. "Our priority for the remainder of FY27 is firmly focused on execution and delivering the next phase of growth with further updates expected soon on the delivery of our growth roadmap." Simon Crowther, MD & CEO ASX announcement ⚡ asx.api.cmfyapp.com/asx-rese… @spacetalk_ir $SPA @wisebuddha_

Dateline Resources (ASX:DTR, OTCQB:DTREF, FSE:YE1) has outlined significant progress across its US gold and critical minerals portfolio in its FY2026 Annual Report, highlighting the development potential of its Colosseum Gold Project in California and exploration advances at Music Valley. ⚒️ Completed a Bankable Feasibility Study outlining 573,000oz of gold production over an initial 10.4-year mine life, with a pre-tax NPV of US$785 million. 🪓 Commenced diamond drilling at Colosseum to test carbonatite targets prospective for rare earth mineralisation. ⛏️ All 33 rock-chip samples returned anomalous rare earth values, with results of up to 7.13% total rare earth oxides (TREO). “Our strategy remains clear. Realise the value demonstrated by the Colosseum BFS, progress the legal and regulatory pathway responsibly, test the rare earth potential at Colosseum when operations can resume, and advance Music Valley through disciplined, evidence-led exploration.” Stephen Baghdadi, Managing Director Annual report ⚡ asx.api.cmfyapp.com/asx-rese… @Dateline_DTR $DTR

Legacy Minerals (ASX:LGM) CEO & Managing Director Chris Byrne joins The Stock Network at @IMARC_Mining 2026 to discuss the company’s gold, copper and silver exploration portfolio, with a focus on advancing its Mt Carrington project through a new scoping study and ongoing exploration. 🇦🇺 Advancing Mt Carrington with a new scoping study expected shortly 🔎 Drill-testing exploration targets for gold, copper and silver 🪓 Progressing a pre-development asset backed by a 1.6 million ounce gold-equivalent resource Latest investor presentation ⚡ asx.api.cmfyapp.com/asx-rese… @LegacyMinerals $LGM

Alara Resources (ASX:AUQ) Managing Director AV Sthapak joins The Stock Network at @IMARC_Mining 2026 to discuss its Oman-based mining operations, ongoing exploration and the development of projects focused on generating production, cash flow and profits. 🇴🇲 Developing Alara’s Oman mining projects towards production 🇦🇺 Building awareness of its operations in Australia and internationally ⚒️ Advancing exploration and working towards generating cash flow and profits IMARC investor presentation ⚡ asx.api.cmfyapp.com/asx-rese… @alara_resources $AUQ

Pengana Capital Group Investment Specialist Will Dougall explains how private equity has performed against listed share markets and the key differences investors should understand. With Pengana Private Equity Trust (ASX:PE1) investing in more than 600 private companies globally, including @SpaceX, private equity offers exposure to businesses beyond public stock exchanges. 🌍 Private equity provides access to private companies globally. 📈 How private equity performance compares with listed share markets. 🚀 Understanding the differences in liquidity, diversification and long-term growth potential. Watch the full interview ⚡ youtube.com/watch?v=3fYLOgYy… @Pengana_Capital #PE1

Do you like pizza? Imagine if your slice got bigger on its own. That’s basically what happens to shareholders when a company buys back its own shares. Gold giant Newmont (ASX: NEM) just announced it’s spent another $1.6 billion doing exactly that in the past three months. All up, it’s cut its share count by about 10% since early 2024. Fewer shares means shareholders own a bigger slice of the business and its profits. But buybacks aren’t free. That cash could have gone to bigger dividends, new mines or paying down debt. And Newmont says it can stop the buybacks at any time. Here’s TSN’s Take. A buyback doesn’t make the pizza bigger. It changes how it’s sliced. The real question is whether the company paid a fair price for its own shares. #Investing #shares #Gold #ASX #stocks

Jacaranda Natural Resources has listed on the ASX with the ticker code of JRL. Subject to settlement of acquisitions currently under binding Acquisition Agreements, the company will own a portfolio of copper and gold exploration projects located in Australia and Botswana. Jacaranda believes its Queensland based White Cockatoo Project is a compelling exploration opportunity that will become the company’s flagship asset once its acquisition is completed. Jacaranda’s Botswana based assets comprise a portfolio of projects within recognised mineral belts that have supported significant mining operations and discoveries. Board of Directors: Executive Chairman - Arvind Misra; Non‑Executive Director - Yanjun (Tim) Zuo; Executive Director and Chief Financial Officer - Graeme Morissey Senior Management: Chief Executive Officer - Craig Hatch; Company Secretary - Dane Etheridge; Chief Technical Advisor - Jonathan King Media: The Stock Network, Lel Smits

Vection Technologies (ASX:VR1) brings together AI, hardware and enterprise systems into complete solutions for diverse industries including law enforcement, defence and business customers. The group posted its first full year of positive operating cash flow in FY26 and is now working with Xerox Holdings (NASDAQ:XRX) and Italian telco Retelit. Vection Technologies CEO of APAC Luis Nejo joins The Stock Network's Lel Smits to discuss how far Vection has moved from its virtual reality days and what Xerox and Retelit could open up for the company. 🤖 From virtual reality to enterprise AI 📈 Business model potential 🤝 Xerox and Retelit ⚖️ Law-enforcement renewal Watch the full link ⚡ youtube.com/watch?v=PY1-IcsW… @VectionTech #VR1 @AndironGroup

Teaminvest Private Group (ASX:TIP) is an ASX-listed investment house built to compound knowledge and wealth, by advising investors, managing funds and owning stakes in businesses run by talented leaders. Its CEO Andrew Coleman, author of Wealth Winners and Capital Killers, also hosted a packed TIP Conference in Melbourne last week. TIP Group CEO Andrew Coleman joins The Stock Network's @LelSmits to discuss the compounding engine behind TIP, what drove a strong start to the new financial year and how far growth can continue over the next 12-months. 🏗️ Building Teaminvest’s unique compounding engine 📈 Lifting operating earnings in Teaminvest’s first quarter 🚀 Teaminvest’s next 12 months Watch the full interview ⚡ youtube.com/watch?v=0Vl87Vi3… @TIPGroup_Ltd $TIP

Axel REE (ASX: AXL) has produced its first high-grade mixed rare earth carbonate (MREC) from in-situ recovery (ISR) column leaching testwork at the Woolrich deposit within its 100%-owned Caladão Project in Brazil. 🇧🇷 54.4% total rare earth oxides (TREO) in the MREC product ⚙️ 97% TREO and 99% magnet rare earth oxide (MREO) precipitation 🔬 Low impurity levels, with just 0.78 ppm uranium and 0.10 ppm thorium 🚀 MREC produced without a dedicated impurity-removal stage in the test circuit. “The successful production of a high-grade mixed rare earth carbonate is an important milestone for Woolrich and demonstrates the continued progress of our metallurgical development programme.” Dr Patience Mpofu, Managing Director ASX announcement ⚡ asx.api.cmfyapp.com/asx-rese… @Axel_REE $AXL

Ever been paid for getting dumped? Gold miner Regis Resources (ASX:RRL) just has been. Back in May, it agreed to merge with Vault Minerals. Then rival Genesis Minerals came along with a better offer. But Regis didn’t leave empty-handed. Vault paid it a $51 million "break fee". That's money which is agreed upfront in case one side chooses to go with someone else. Now Genesis and Vault say merging could unlock about $2 billion in savings and other benefits. Vault shareholders will vote on the merger next month. Here’s TSN’s Take. In a bidding war, losing doesn’t always mean losing out. That’s why break fees exist. #Mining #ASX #Investing #fintok #gold

Ever moved into a new place and had no power? Data centre operator NEXTDC (ASX:NXT) has that problem on a giant scale. Work on the power lines feeding its big Melbourne data centre has been suspended, and NEXTDC doesn’t expect the next power boost until FY28. No power means no billing, so NEXTDC slashed revenue guidance by more than a fifth. Its shares fell sharply on the news. NEXTDC says the capacity is still under contract and building is continuing. But some contracts include penalties for late power, and in some cases, customers can walk away. Here’s TSN’s Take. Every boom has a bottleneck. For the AI boom, it was originally chips. Now it could also be power. #tech #ASX #stock #finance #fintok

KGL Resources (ASX: KGL) progressed development of its 100%-owned Jervois Copper Project in the Northern Territory during the September quarter, with site works, engineering and equipment procurement advancing. 💵 $300 million equity raising completed, fully funding Jervois through construction and into production 🏗️ Final Investment Decision secured post-quarter, clearing the way for full project execution and construction ⚙️ Sedgman awarded the processing plant contract for the 2.0Mtpa facility "Since quarter-end, we have reached Final Investment Decision, marking a significant step for KGL and Jervois. With approximately 60% of project costs covered by executed contracts and capital costs remaining consistent with our Baseline Economic Model, we have a strong foundation for delivery." Sam Strohmayr, CEO ASX announcement ⚡ asx.api.cmfyapp.com/asx-rese…

Do you know someone with diabetes? Almost 1.9 million Australians have it, and foot infections are one of its most dangerous complications. Recce Pharmaceuticals (ASX:RCE) just announced that its topical gel trial showed “strong efficacy" for treating those infections. But here’s the fine print. The trial is ‘double-blind’. That means some patients got the active gel, some got a placebo, and nobody knows who got what yet. The real test comes when an independent committee "unblinds" the data to separate the gel results from the placebo. Then it could recommend moving towards approval, changing the trial, or stopping it. Here’s TSN’s Take. A good result only counts when you know what it’s being compared against. Until the blind comes off, it’s a signal, not proof. #diabetes #ASX #stock #health #medicine

AI Private Opportunities Trust (ASX:AIX) is building a portfolio of private AI companies that already earn revenue, with stakes in @BytedanceTalk, @databricks and one of the world's leading AI laboratories. The trust raised more than $265 million ahead of listing in June, giving everyday investors access to companies usually reserved for large institutions. AI Private Opportunities Trust Investment Specialist Adam Myers joins The Stock Network's @LelSmits to discuss how the portfolio is taking shape, how its holdings fit together and the trust's move into physical AI. 🤖 Understanding recent AI market volatility 🏗️ Where are the opportunities in AI infrastructure 🚀 Moving from AI promise to meaningful revenue 🎯 What differentiates AIX Watch the full interview ⚡youtube.com/watch?v=69LvkahE… @Pengana_Capital Pengana Investment Management Limited ACN 063 081 612, AFSL 219462 (Pengana) is the issuer of this information and units in AI Private Opportunities Trust ARSN 697 001 184 (AIX). This information is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of AIX you should consider the PDS, TMD and ASX Announcements and assess whether AIX is appropriate given your objectives, financial situation and needs. Neither Pengana nor any of its related entities, directors, partners or officers guarantees the performance of, or the repayment of capital, or income invested in AIX. An investment in AIX is subject to investment risk including a possible loss of income and principal invested. Past performance is not a reliable indicator of future performance, the value of investments can go up and down. There are no guarantees that an active trading market with sufficient liquidity will develop or that such a secondary market will sustain a price representative of the NAV per AIX unit. In circumstances where AIX units are suspended from the ASX, unitholders may not be able to sell their AIX units via the ASX until trading recommences.