Which commodity is the market currently overlooking?
We asked investors and industry leaders at Mining Rockstars 2026.
Agree or disagree?
#MiningRockstars#ASX
Where mining meets capital.
On Tuesday evening, Investability hosted the Mining Rockstars Investor Event in Sydney during @IMARC_Mining week, alongside @TauMediaAu and @TheCapNet. The evening brought together ASX-listed mining executives, investors, analysts and fund managers for drinks, a keynote conversation, company presentations and live panels.
Thank you to our presenting companies and their leaders:
β’ @AlligatorEnergy (ASX: AGE) β Andrea Marsland-Smith, MD & CEO
β’ @Axel_REE (ASX: AXL) β Dr Patience Mpofu, MD
β’ @CastileRes (ASX: CST) β Mark Hepburn, MD & Chairman
β’ @Critica_CRI (ASX: CRI) β Tim Lindley, Chairman
β’ @KaokoMetals (ASX: KAO) β Gerard OβDonovan, MD & CEO
β’ @LodeResources (ASX: LDR) β Keith Mayes, MD
β’ @PAT_Resources (ASX: PAT) β Dom Duggan, MD & CEO
β’ @RedMetal_Ltd (ASX: RDM) β Rob Rutherford, MD
β’ @Southern_Pd (ASX: SPD | JSE: SDL) β Roger Baxter, Executive Chairman
Thank you also to major sponsor @CorsonFisk, exclusive broker sponsor @AlpineCapitalAU, and media partners @TheStockNet and @ResourceMedia_.
The event is proudly endorsed by the @ASX, in collaboration with @IMARC_Mining, @amec_org and Australian Women In Mining And Resources (AWIMAR).
Watch the highlights, and thank you to everyone who joined us.
#MiningRockstars #Mining #Resources #Investing #ASX #CriticalMinerals #InvestorRelations #IMARC
@Critica_CRI's Jupiter resource is 1.7 BILLION tons. The scoping study uses just 6% of it. π
97% of the production target is INDICATED material β not inferred. Only 107M tons of a 1.7B ton resource. That's enormous future optionality.
The business case is rock solid on a fraction of what's in the ground.
Watch the full webinar replay: https://t.co/oZLaW1zj6b
#RareEarth #Mining #ASX #Investing #CriticalMinerals #ResourceStocks
"The West is building a 21st century economy around a 20th century supply chain." β οΈ
It's fragile. It's politically exposed. And it's dangerously concentrated.
Defense. AI. Data centers. Electrification. All depend on critical minerals with limited substitution.
This isn't a commodity pricing story β it's a custody of supply story.
Watch the full webinar replay: https://t.co/oZLaW1zj6b
#SupplyChain #CriticalMinerals #RareEarth #AI #Defense #EnergySecurity
@Critica_CRI just delivered TWO scoping studies worth ~$3 BILLION in combined after-tax NPV. π€―
Mount Lindsay: $1B NPV, 55% IRR Jupiter: $2B NPV, 48% IRR
Two Australian critical mineral projects. Two different commodities. Two different pathways to value.
Watch the full webinar replay: https://t.co/oZLaW1zj6b
#CriticalMinerals #RareEarth #ASX #Mining #Investing #SupplyChain
CRI.ASX | Jupiter Scoping Study webinar: replay now available
In conversation with @investability_βs @Dannika__, @Critica_CRI CEO Jacob Deysel presented the Jupiter Rare Earths Scoping Study and answered investor questions, covering:
π How Critica is approaching funding across Mt Lindsay and Jupiter
π Argus long-term pricing, and Chinese domestic vs ex-China rare earth prices
π Recoveries, the beneficiation-first flowsheet and product samples
π Why the Production Target uses approximately 6% of the 1.7 Bt Mineral Resource
π Three milestones for the next 12 months
βIncreasingly, the issue is not access to these commodities, itβs custody of supply.β
Thank you to everyone who joined and sent through questions.
Watch the replay: https://t.co/O60pmSDLsK
Scoping Study estimates only. Read with the cautionary statement and material assumptions in Criticaβs ASX announcement of 20 October 2026.
#ASX #CRI #RareEarths #CriticalMinerals #Critica
Less than one week to go until our Mining Rockstars Investor Event Investor Event in Sydney 2026!
@investability_ are excited to be hosting another sold-out investor event next Tuesday evening during IMARC week, alongside @TauMediaAu and @TheCapNet - bringing together a high-quality line-up of emerging and established resource companies, investors and industry professionals.
Presenting companies:
β’ @alligatorenergy (ASX: AGE) β Dr Andrea Marsland-Smith, MD & CEO
β’ @Axel_REE (ASX: AXL) β Dr Patience Mpofu, MD
β’ @CastileRes (ASX: CST) β Mark Hepburn, MD & Chairman
β’ @Critica_CRI (ASX: CRI) β Tim Lindley, Chairman
β’ @KaokoMetals (ASX: KAO) β Gerard O'Donovan, MD & CEO
β’ @LodeResources (ASX: LDR) β Keith Mayes, MD
β’ @PAT_Resources (ASX: PAT) β Dominic Duggan, MD & CEO
β’ @RedMetal_Ltd (ASX: RDM) β Robert Rutherford, MD
β’ @Southern_Pd (ASX: SPD | JSE: SDL) β Roger Baxter, Executive Chairman
Weβre proud to partner with major sponsor @CorsonFisk and exclusive broker sponsor @AlpineCapitalAU, together with media partners @TheStockNet and @ResourceMedia_
The event is proudly endorsed by @ASX, in collaboration with @IMARC_Mining , @amec_org and Australian Women in Mining and Resources (AWIMAR).
We look forward to welcoming guests for an evening of resource sector insights, company presentations and networking.
#MiningRockstars #Resources #Mining #Investing #ASX #CriticalMinerals #InvestorRelations
Today @Critica_CRI (ASX: CRI) released its Scoping Study for the Jupiter Rare Earths Project in Western Australia, showing a pre-tax NPVβ of A$2.7 billion, a pre-tax IRR of 56% and pre-production capital of approximately A$556 million. Approximately 97% of the Production Target is derived from Indicated Mineral Resources.
The Production Target uses only around 6% of Jupiterβs total Mineral Resource, and the Base Case attributes no value to iron, gallium or scandium.
Investability is hosting a webinar with the company on Wednesday 21 Oct at 11:00am AWST / 2:00pm AEDT.
Register below to join the live Q&A session with Criticaβs CEO, Jacob Deysel.
π Register: https://t.co/MYb3WvduLe
#investorrealtions #investor #webinar #ASX #rareearths
H2 2026 diamond drilling at Elizabeth Hill: @wcsilver_ CEO Sergei Smolonogov on what the program is designed to test.
In conversation with Dannika Warburton from Investability, Sergei walks through the up to 18 hole, ~1,800m diamond program at the Elizabeth Hill Silver Project in Western Australia's West Pilbara. West Core Drilling mobilises in the week commencing 5 October, with drilling expected to run to early to mid-December.
Four objectives:
- Increase confidence in the current resource
- Test extensions to the west of the resource
- Establish continuity of the Elizabeth Hill Deeps zone
- Test a potential down-plunge extension below the historic mine
On Elizabeth Hill Deeps, Sergei is clear that this is an interpretation being tested. If it holds, it may represent a discrete new area of mineralisation outside the current resource, but it would need further infill drilling before it could be included in a future resource estimate.
Milestones to watch:
- November 2026: updated resource estimate scheduled
- March 2027: further resource update targeted, incorporating the new drilling
- Q1 2027: Scoping Study scheduled. A Scoping Study is an early stage assessment, and any results will be released to the ASX first
Watch the full interview: https://t.co/bYBfyRa2Ux
#ASX #WCE #Silver #Pilbara #Drilling #InvestorRelations
One company. Two projects. Multiple critical metals.
At the close of our recent investor webinar with @Critica_CRI, CEO Jacob Deysel was asked what he wants investors to take away from the Mt Lindsay Tungsten-Tin Scoping Study.
"This is a project that can be developed," he said, pointing to a A$1.01bn after-tax NPV against A$244.5m pre-production capital.
The bigger picture is Critica's two projects, Mt Lindsay and Jupiter. Each has its own demand drivers and catalysts, and Jacob expects βa lot of exciting development coming from Critica in the next 6 to 12 months."
Watch the full webinar replay: https://t.co/4jkvzF46pE
#Critica #CRI #ASX #Tungsten #Tin #RareEarths #CriticalMinerals
Webinar replay: @Critica_CRI (ASX: $CRI) on the Mt Lindsay Tungsten-Tin Scoping Study
- A$1.01bn after-tax NPV, 55.6% after-tax IRR
- A$244.5m pre-production capex
- ~1.9 year payback
Includes investor Q&A with CEO Jacob Deysel.
https://t.co/4jkvzF46pE
#ASX #CRI #tungsten
The Mining Rockstars Investor Event returns to Sydney this October on Tuesday, 27 October 2026.
Three of Australia's preeminent investor relations firms, @investability_, @TauMediaAu and @TheCapNet, are pleased to announce the return of the Mining Rockstars Investor Event in Sydney this October.
Following a sold-out inaugural event, Rockstars returns during @IMARC_Mining week, bringing together ASX listed mining executives, investors, analysts and fund managers for drinks, a keynote conversation and a series of company presentations and live panels.
Confirmed presenters include:
- @Southern_Pd ($SPD) Market Cap $252.75M β Roger Baxter, Executive Chairman
- @AlligatorEnergy ($AGE) Market Cap $193.35M β Andrea Marsland-Smith, MD & CEO
- Kaoko Metals Limited ASX:KAO ($KAO) Market Cap $93.36M β Gerard O'Donovan, MD & CEO
- @RedMetal_Ltd ($RDM) Market Cap $54.31M β Rob Rutherford, MD
- @LodeResources ($LDR) Market Cap $19.08M β Keith Mayes, MD
- @PAT_Resources ($PAT) Market Cap $15.53M β Dom Duggan, MD & CEO
The event is sponsored by @AlpineCapitalAU and supported by media partners @TheStockNet and @ResourceMedia_ and endorsed by the ASX, International Mining and Resources Conference (IMARC), AMEC (Association of Mining and Exploration Companies) and AWIMAR - Australian Women In Mining And Resources.
This is an invite only event and places are limited. Please register your interest here: https://t.co/lEdmcBB1YP
If you'd like to learn more or get involved, feel free to reach out to the team: [email protected]
#MiningRockstars #IMARC2026 #ASX #Mining #InvestorRelations
Following today's release of the Mt Lindsay Tin-Tungsten Project Scoping Study by @Critica_CRI (ASX: $CRI), Investability is hosting a webinar with the company tomorrow, Wednesday 30 September 2026.
Investability Principal Dannika Warburton @Dannika__ and Critica CEO Jacob Deysel will walk through the study results and outline the next steps as Critica advances Mt Lindsay towards a Definitive Feasibility Study. A live Q&A will follow the presentation.
Webinar details
Date: Wednesday 30 September 2026
Time: 1:00pm AWST / 3:00pm AEST
Where: Online (Zoom)
Register: https://t.co/n4v1NGyMFe
Questions: Submit via the registration page or email [email protected]
Another important step in advancing the Jupiter Rare Earth Project towards commercial development.
Critica has produced representative high-purity Mixed Rare Earth Oxide (MREO) and potential iron by-product samples to support ongoing engagement with potential offtake and strategic counterparties.
Key results include:
- 98.2% TREO in the latest MREO sample, including 28.4% MagREO
- High-grade iron concentrate grading 64.1% Fe
- MREC sample production underway
- Physical product samples now available to support product evaluation and commercial discussions
This follows continued optimisation of the Jupiter flowsheet, including ~81% MagREO recovery, ~14Γ beneficiation upgrade and ~95% mass rejection.
The Jupiter and Mt Lindsay Scoping Studies remain targeted for Q3 2026.
Read the announcement: https://t.co/ztC3yabIq2
$CRI #RareEarths #CriticalMinerals #ASX
$AW1 has engaged GreenMet to advance its US critical minerals strategy at West Desert, home to the largest US indium deposit.
GreenMet will support government funding, strategic partnerships, and potential offtake.
π https://t.co/vxWKSJiWmP