Catalina Resources ASX CTN AdvancesCategoriesFinance
By

Catalina Resources ASX CTN Advances Phase 1 Drilling at Evanston Gold Project

Catalina Resources Limited has taken a significant step forward in its exploration plans with the commencement of its Phase 1 reverse circulation (RC) drilling program at the Evanston Gold Project in Western Australia. The campaign is focused on systematically testing high-priority gold targets within the Evanston corridor, aiming to build a clearer understanding of the project’s mineralisation potential.

Phase 1 RC Drilling Program Underway

Catalina Resources has launched its Phase 1 reverse circulation (RC) drilling program at the Evanston Gold Project in Western Australia, marking an important advancement in its Central Yilgarn exploration strategy. The campaign targets several high-priority zones along the Evanston corridor, including Leghorn, Viper South, and T1B.

Scope of the Drilling Campaign

The Phase 1 program consists of approximately 36 RC holes totalling around 5,670 metres, with completion expected by late December 2025. The drilling is designed to evaluate key structural and geochemical targets defined through historic work and recent geological modelling. Previous drilling in the area has delivered promising results, such as 48 metres at 0.67 g/t gold and 33 metres at 0.3 g/t gold from surface.

Sampling and Assay Progress

Continuous sampling is being carried out from surface to end-of-hole, ensuring comprehensive analysis across each drill section. The initial batch of samples has already been dispatched for PhotonAssay testing at ALS Kalgoorlie, providing rapid and reliable insights into gold mineralisation.

Next Steps: Mobilisation to Yerilgee Project

Upon completion of the Evanston drilling, Catalina will move its resources to the nearby Yerilgee Project. Exploration efforts there will focus on testing gold-in-soil anomalies and banded iron formation hosted mineralisation. Previous drilling at Yerilgee has yielded strong results, including 17 metres at 4.1 g/t gold, highlighting the project’s potential.

Company Outlook and Strategy

Executive Director Ross Cotton emphasised that the Phase 1 program represents a critical test of Catalina’s highest-priority targets. The results will assist in refining the geological model for Evanston and evaluating the scale of the mineralised system. Cotton reiterated the company’s commitment to disciplined, data-driven exploration aimed at creating long-term value for shareholders.

Advancing Exploration in the Central Yilgarn

The launch of Phase 1 drilling at Evanston underscores Catalina Resources’ strategic push to advance its exploration portfolio. With systematic testing and geological refinement underway, the company continues to position itself for potential new gold discoveries across the Central Yilgarn region.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

Rare Earth StocksCategoriesFinance
By

2 Rare Earth Stocks That Could Secure Supply Chains

The global economy is shifting into a new era—one no longer powered only by oil, steel, or even semiconductors, but by rare earth elements. These little-known minerals sit at the heart of modern technology: smartphones, electric vehicles, wind turbines, aerospace systems, and advanced defense infrastructure all rely on them. Yet, more than 80% of rare earth processing is concentrated in China, creating a global supply chain risk that countries are now racing to fix.

Australia is emerging as the solution. With some of the richest rare earth reserves on the planet, Australia is rapidly positioning itself as a secure and reliable supplier. And on the ASX, two companies are taking the lead: Lynas Rare Earths (ASX: LYC) and Iluka Resources (ASX: ILU). Their investments, production growth and government-backed projects are reshaping the global market—and 2025 looks to be a pivotal year.

Lynas Rare Earths (ASX: LYC): Scaling Up to Meet Global Demand

When investors think of non-China rare earth supply, Lynas is the first name that comes to mind. For years, it has held the unique position of being the only major producer of separated rare earths outside China. FY25 results reinforced that leadership, even as the company absorbed significant growth-related costs.

Financial Snapshot

  • Revenue up 20% to $556.5 million in FY25—impressive in a volatile pricing environment.
  • Net profit dropped 90% to $8 million, driven by investment, ramp-up expenses, and higher depreciation.

On the surface, the profit dip looks concerning. But dig deeper, and the operational performance tells a different story.

Production Momentum

  • NdPr (Neodymium-Praseodymium) output—the key magnet material for EVs and turbines—hit a record 6,558 tonnes, up 16% year on year.

CEO Amanda Lacaze said demand could “sell out several times over.” Supply—not demand—is the bottleneck, and Lynas is aggressively expanding capacity to close the gap.

Strategic Expansion

The company’s growth isn’t just about mining more—it’s about processing independence:

  • Kalgoorlie plant began producing mixed rare earth carbonate (MREC) in June 2024—a major milestone for Australian-based processing.
  • Malaysian plant upgrades are on track to lift NdPr oxide output to 10,500 tonnes per year by 2025.
  • Heavy rare earths production (including dysprosium and terbium) is expected to begin by mid-2025, boosting exposure to high-value, defense-critical materials.

This shift reduces reliance on overseas processing and strengthens the Western aligned rare earth supply chain—a move with commercial and geopolitical importance.

Why LYC Matters for Investors

Lynas gives investors direct leverage to booming demand across EVs, renewable energy, robotics, aerospace, and defense. It isn’t just a mining stock—it’s a strategic asset in a world seeking China-free supply chains.

Iluka Resources (ASX: ILU): Building a Government-Backed Rare Earth Powerhouse

Iluka, once known primarily for mineral sands, is fast transforming into an integrated rare earth leader. And its flagship project is one that could change Australia’s industrial landscape.

Eneabba Refinery: A Nation-Building Project

The Eneabba rare earth refinery in Western Australia will be the first fully integrated rare earths refinery in Australia, capable of producing separated oxides locally—a step currently dominated by China.

  • Construction is underway; commissioning targeted for 2027.
  • The Australian Government issued a $1.25 billion non-recourse loan to support the project—clear proof of its national strategic value.

This isn’t just a corporate project; it’s part of Australia’s geopolitical playbook.

Financial Foundation

Despite softening commodity markets:

  • H1 2025 mineral sands revenue reached $558 million
  • EBITDA margin held at 39%, signalling cost discipline
  • NPAT came in at $92 million

Lower sales volumes (-8% YoY) reflect industry-wide weakness, yet margins remained strong—showing Iluka’s resilience.

A Scalable Growth Vision

Eneabba has been designed for long-term expansion, including:

  • Future capacity upgrades
  • Potential third-party tolling services
  • A pathway to “mine-to-magnet” integration

If executed well, Iluka could become a central global refining hub for rare earths outside China.

Why ILU Matters for Investors

Iluka offers exposure to a government-backed, strategically protected, value-added rare earth supply chain. It’s a defensive play with long-term upside—rare in the mining sector.

What Investors Should Track Next

For Lynas (LYC)

  • Ramp-up of Malaysian expansion
  • Production scaling at Kalgoorlie
  • First heavy rare earth output in 2025
  • New long-term offtake and government-aligned supply deals

For Iluka (ILU)

  • Eneabba construction milestones and timelines
  • First commercial customer contracts for the refinery
  • Refining margin and capital deployment updates
  • Government and strategic partner collaboration

Final Takeaway

Rare earths aren’t just another commodity—they are the foundation of the 21st century industrial economy. As nations scramble to reduce reliance on China, supply security is becoming a global priority.

  • Lynas offers proven production, growing processing independence, and exposure to rising demand now.
  • Iluka offers a long-term transformation story backed by government funding, building critical refining capacity for the future.

Together, they are shaping Australia into a credible, large-scale, non-China rare earth powerhouse. For investors, these aren’t just mining plays—they are strategic investments in the future of technology, clean energy, and geopolitics.

In 2025 and beyond, rare earths won’t just be valuable—they’ll be essential.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

Gold StocksCategoriesFinance
By

This Is Why Gold Stocks Are Gaining Ground Again

Gold has always been a prized asset for investors, and in 2025 it’s once again proving why it remains one of the most trusted and valuable portfolio holdings. The yellow metal recently soared to new record levels, crossing US$3,800 an ounce in September, and this strength has directly boosted the performance of gold mining equities. Investors are returning to gold stocks not only for defensive protection, but also for the strong growth potential that efficient, well-managed miners can deliver. With technical indicators supporting long-term momentum, gold miners are emerging as attractive investments across strategies — whether the goal is income, growth, or leveraged exposure to rising commodity prices.

Why Gold & Gold Stocks Are Surging

Several key factors are driving this renewed rally. Central banks have now been net buyers of gold for 15 straight years, and both 2024 and 2025 have seen record-breaking purchases as they diversify reserves and shield themselves from currency volatility. This long-term structural demand creates a solid price floor. Meanwhile, a weakening US dollar and expectations that interest rate hikes have peaked have reduced the opportunity cost of holding gold. Combined with persistent geopolitical tensions and supply-chain challenges, investors are once again seeking safety in gold.

Unlike industrial metals that are highly dependent on economic cycles, gold benefits from its dual role — a commodity and a financial asset. It attracts capital both in times of uncertainty and in bullish markets, reinforcing its status as a global store of value.

On the supply side, gold production remains constrained. Ore grades are declining, costs are rising, and regulatory barriers are slowing new mines — keeping global supply flat. As a result, even small increases in demand can significantly inflate producer margins. This environment strongly favors listed gold miners, who are now generating healthier cash flows, lifting dividends, and fast-tracking exploration. This positions the sector as a lucrative space for dividend investors, growth seekers, younger AI-savvy investors exploring commodities, and those wanting defensive exposure — making gold stocks one of the smartest “buy and hold” categories heading into FY26.

Miners Leading the Charge: Kingsgate Shows the Trend

Kingsgate Consolidated (ASX:KCN) is a strong example of this trend. Its share price has surged on the back of rising gold prices, stronger margins, and improved investor sentiment. Mid-tier producers like Kingsgate often offer greater leverage to gold price movements than the big global names — meaning their share prices can outperform during bull cycles.

On the other hand, large-cap miners such as Northern Star Resources and Evolution Mining offer scale, stability, reliable dividends, and stronger balance sheets, making them ideal for conservative or income-focused investors. Together, large, mid-tier, and emerging miners allow investors to build a well-balanced portfolio aligned with their preferred risk-reward profile.

Sector Outlook: Strong Technicals & Broad-Based Momentum

The broader sector is reflecting this positivity. The ASX All Ordinaries Gold Index recently broke into fresh highs, confirming that the rally is widespread and not driven by just a few names. Technically, most gold stocks are trading above their 50-day moving averages, while RSI levels remain neutral — signalling further potential upside before overbought conditions emerge. With strong fundamentals aligning with supportive technicals, gold stocks remain a core component of diversified investment portfolios.

What’s Fueling the Growth – Latest Themes

Recent developments continue to support the sector’s rapid growth:

  • Central bank buying remains at historic highs into 2025
  • IPOs and capital raisings in the gold space are drawing strong institutional interest
  • Investors are using gold as a hedge against economic and geo-political uncertainty
  • Australian miners benefit from strong gold prices plus a weaker AUD, lifting earnings
  • Improved financing conditions are enabling junior miners and developers to advance projects faster

Investors in gold stocks often expand into related plays as well — including silver miners, critical minerals like lithium and copper, and mining services companies that benefit from rising exploration. These adjacent sectors provide diversification while still riding the broader resources momentum.

Risks to Consider

Like any strong rally, there are risks. Gold prices remain sensitive to real interest rates, meaning a sudden shift in monetary policy or a sharp rebound in the US dollar could cool investor sentiment. Cost inflation, production disruptions, or asset-specific issues can also weigh on individual stocks. This is why a balanced approach works best: blending large-cap stability with mid-tier growth exposure and a small allocation to speculatives can help investors capture upside while managing risk.

Bottom Line

Gold stocks are gaining strength again — and the macro environment is firmly supporting the rise. Strong central bank demand, geopolitical uncertainty, limited supply, and positive technicals are all driving momentum. Success stories like Kingsgate show how mid-tier miners are flourishing, while leaders like Northern Star and Evolution Mining demonstrate that scale, stability, and growth can co-exist in this sector. For investors looking toward FY26 and beyond, gold equities stand out as an asset class offering not just protection, but meaningful potential for long-term wealth creation.

ASX mining stocksCategoriesFinance
By

Passive Income Mistakes to Avoid: Lessons from Residential Property

Building sustainable passive income Australia is a goal for many investors, but not all strategies are created equal. While options such as ASX dividend shares, property, and term deposits are commonly considered, understanding the true costs and returns is crucial.

Residential Property Challenges

Residential property often appears attractive for passive income, but the reality can be different. In many urban markets, rising costs such as mortgage repayments, maintenance, and council rates can significantly impact cash flow. These costs can erode potential income, making residential rentals less lucrative than they first appear.

Dividends: A Strong Alternative

One of the most reliable sources of passive income for Australian investors is fully franked dividend-paying ASX shares. Dividends allow companies to share profits with shareholders, and the inclusion of franking credits can boost after-tax returns for Australian residents. Many established businesses have a history of growing their dividend payouts, making this approach appealing for long-term income and growth.

Distributions from Trust Structures

Trust-based investments like real estate investment trusts (REITs) and exchange-traded funds (ETFs) are another way to build passive income. These structures pay distributions to investors and often offer more competitive yields than residential property. Commercial property-focused REITs, for example, can provide higher starting yields along with potential capital appreciation over time.

Term Deposits: Stability Over Growth

Term deposits can provide certainty and security for investors who prefer minimal risk. While interest rates fluctuate, locking in a term deposit ensures a fixed return over the agreed period. For those who prefer simplicity, high-interest cash ETFs can spread risk across multiple institutions and provide easy access to competitive rates.

Key Takeaways

Relying solely on residential property for passive income can be a costly mistake. By diversifying into ASX dividend shares, REITs, ETFs, and term deposits, investors can achieve a more balanced income stream with the potential for both stability and growth.

Pristine Gaze Perspective

We believe that focusing on diversified income sources gives investors the best chance at building sustainable passive income Australia. While residential property has its place, combining other assets such as dividend-paying ASX shares and REITs can deliver stronger results over the long term.

Disclaimer:

General Financial Product Advice and Regulatory Framework: Pristine Gaze Pty Ltd (ABN 66 680 815 678, ACN 680 815 678) operates as Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757), which is licensed and regulated by the Australian Securities and Investments Commission under the Corporations Act 2001 (Cth). This report contains general financial product advice only and has been prepared without consideration of your personal objectives, financial situation, specific needs, circumstances, or investment experience. The information is not tailored to individual circumstances and may not be suitable for your particular situation. Before acting on any information contained herein, you should carefully consider its appropriateness having regard to your personal objectives, financial situation, and needs, and consider seeking personal financial advice from a qualified financial adviser who can assess your individual circumstances and provide tailored recommendations.

Investment Risks and Market Warnings: All investments carry significant risk, and different investment strategies may carry varying levels of risk exposure including total loss of invested capital. The value of investments and income derived from them can fluctuate significantly due to market conditions, economic factors, company-specific events, regulatory changes, commodity price volatility, currency fluctuations, interest rate movements, and other factors beyond our control. Securities markets are subject to market risk from general economic conditions and investor sentiment, liquidity risk affecting the ability to buy or sell securities at desired prices, credit risk from issuer default or deterioration, operational risk from inadequate internal processes, sector-specific risks including industry regulatory changes, technology obsolescence, management changes, competitive pressures, supply chain disruptions, and mining-specific risks including resource estimation uncertainty, operational hazards, environmental compliance, permitting delays, commodity price cycles, geopolitical factors affecting mining operations, and exploration risks. Small-cap and speculative mining stocks carry additional risks including limited liquidity, higher volatility, dependence on key personnel, limited operating history, uncertain cash flows, and potential failure to achieve commercial production.

Information Accuracy and Limitations: While we endeavour to ensure information accuracy and reliability, we make no representations or warranties (express or implied) regarding the accuracy, reliability, completeness, timeliness, or suitability of information provided, except where liability cannot be excluded under applicable law. This report may include information from third-party sources including company announcements, regulatory filings, research reports, market data providers, financial news services, and publicly available information, which we do not independently verify and for which we assume no responsibility. Past performance, examples, historical data, or projections are not indicative of future results, and no guarantee of future returns is provided or implied. To the maximum extent permitted by law, Pristine Gaze Pty Ltd and Alpha Securities Pty Ltd, together with their respective directors, officers, employees, representatives, and related entities, exclude all liability for any errors, omissions, inaccuracies, loss or damage (including direct, indirect, consequential, or special damages) arising from reliance on information provided, investment decisions made based on this report, market losses, opportunity costs, and technical issues or system failures.

ASX PlayersCategoriesFinance
By

Top ASX Energy Stocks to Buy in FY26

Trump’s Executive Orders Could Spark a Uranium Boom for ASX Players

ASX Players

President Donald Trump’s recent executive orders (EOs) have laid the foundation for a new era in U.S. nuclear power, with a bold ambition: quadruple the country’s nuclear power output by 2050. For Australia, home to the world’s largest uranium reserves, this is more than policy—it’s opportunity.

A Flash of History, A Glimpse of the Future

On July 16, 1945, the world changed in a burst of atomic fire during the Trinity test in the New Mexico desert. That 600-metre-wide fireball marked humanity’s entry into the nuclear age.

Now, 80 years later, nuclear energy provides 9% of global electricity, and the U.S.—home to 94 reactors—is poised to lead a new nuclear revolution.

Trump’s Nuclear Blueprint

The newly signed EOs target increasing U.S. nuclear power generation from 100GW to 400GW by 2050. The plan includes:

  • Expanding current nuclear plants
  • Constructing at least 10 new large reactors by 2030
  • Powering AI infrastructure and data centres

These initiatives are supported by federal funding and Department of Energy grants. But reactors need fuel—and that fuel is enriched uranium.

Breaking Free from Russian and Chinese Dominance

Russia and China together dominate around 57% of global enriched uranium production. Trump’s EOs aim to break this dependency by:

  • Invoking the Defense Production Act to declare a national emergency
  • Expanding U.S. uranium enrichment and conversion facilities
  • Launching a domestic nuclear fuel recycling and reprocessing sector

This reshoring of the uranium supply chain could dramatically shift global uranium demand.

Why This Matters to Australia

Australia holds roughly one-third of the world’s known uranium resources, though many remain untapped due to state-level mining bans.

Currently, South Australia leads with active production, but exploration prospects span the continent.

With strong political and economic ties to the U.S., Australia is well-positioned to fill the uranium demand gap emerging from the American nuclear resurgence.

“You can’t expand nuclear energy, conversion, or enrichment capacity without a reliable supply of uranium.” – Felicity Repacholi, MD, Recharge Metals

ASX Uranium Miners Step Into the Spotlight

Recharge Metals (ASX:REC) is one of several ASX players ready to seize the moment. Its Carter Project in Montana contains approximately 5.1 million pounds of uranium and is currently undergoing the permitting process—potentially accelerated under the EOs.

“There’s now real momentum from the U.S. government to reduce reliance on foreign uranium supply… The US needs uranium and Recharge aims to be part of that solution.” – Repacholi

The market is already responding:

  • Boss Energy (ASX:BOE): +24% in one month
  • Deep Yellow (ASX:DYL): +16.7%
  • Terra Uranium (ASX:T92): +16.67%
  • Recharge Metals (ASX:REC): +80%

The AI Arms Race and Nuclear Energy

As AI continues to proliferate, its hunger for energy grows. Tech giants with climate targets are turning to nuclear:

  • Microsoft signed a 20-year deal to restart the Three Mile Island reactor
  • Google ordered small modular reactors from Kairos Power
  • Amazon acquired a nuclear-powered data centre from Talen Energy

Goldman Sachs predicts that just U.S. data centres alone may require 85–90GW of nuclear power by 2030.

Global Demand on the Rise

According to the World Nuclear Association, uranium demand is projected to increase:

  • +28% from 2023 to 2030
  • +51% from 2031 to 2040

That’s a jump from 80,000 tonnes to 120,000 tonnes by 2040.

Whether it’s driven by geopolitical shifts or tech-fuelled demand, the uranium bull case is gaining momentum—and Australia is squarely in the driver’s seat.

This article is for informational purposes only and does not constitute financial advice. Please consult a licensed financial advisor before making investment decisions.

Disclaimer:

Pristine Gaze Pty Ltd trading as Pristine Gaze (ABN 66 680 815 678) and (ACN 680 815 678) is a Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757). The information provided is general information only. Any advice is general advice only. No consideration has been given or will be given to individual objectives, financial situation, or specific needs of any particular person or organisation. The decision to engage our services and the method selected is a personal decision and involves inherent risks, and you must undertake your own investigations and obtain independent advice regarding suitability for your circumstances. Past performance, examples, or projections are not indicative of future results. While we strive to provide accurate information, we make no guarantees regarding the accuracy or completeness of our materials. The website may also contain links to third-party websites or resources, for which Pristine Gaze is not responsible. All content and intellectual property on the Pristine Gaze website, including but not limited to text, graphics, logos, and images, are the property of Pristine Gaze and are protected by applicable copyright and trademark laws. By accessing or using the Pristine Gaze website, you acknowledge and agree to the terms of this disclaimer. Please read our Terms and Conditions, Privacy Policy and Financial Service Guide for further information. Please read our Terms and Conditions, Privacy Policy and Financial Service Guide for further information.

Facebook
Twitter
LinkedIn

ASX StocksCategoriesFinance
By

ASX Stock Dateline Resources Soars 75% on Exploration Breakthrough

President Donald Trump’s recent executive orders (EOs) have laid the foundation for a new era in U.S. nuclear power, with a bold ambition: quadruple the country’s nuclear power output by 2050. For Australia, home to the world’s largest uranium reserves, this is more than policy—it’s opportunity.

A Flash of History, A Glimpse of the Future

On July 16, 1945, the world changed in a burst of atomic fire during the Trinity test in the New Mexico desert. That 600-metre-wide fireball marked humanity’s entry into the nuclear age.

Now, 80 years later, nuclear energy provides 9% of global electricity, and the U.S.—home to 94 reactors—is poised to lead a new nuclear revolution.

Trump’s Nuclear Blueprint

The newly signed EOs target increasing U.S. nuclear power generation from 100GW to 400GW by 2050. The plan includes:

  • Expanding current nuclear plants
  • Constructing at least 10 new large reactors by 2030
  • Powering AI infrastructure and data centres

These initiatives are supported by federal funding and Department of Energy grants. But reactors need fuel—and that fuel is enriched uranium.

Breaking Free from Russian and Chinese Dominance

Russia and China together dominate around 57% of global enriched uranium production. Trump’s EOs aim to break this dependency by:

  • Invoking the Defense Production Act to declare a national emergency
  • Expanding U.S. uranium enrichment and conversion facilities
  • Launching a domestic nuclear fuel recycling and reprocessing sector

This reshoring of the uranium supply chain could dramatically shift global uranium demand.

Why This Matters to Australia

Australia holds roughly one-third of the world’s known uranium resources, though many remain untapped due to state-level mining bans.

Currently, South Australia leads with active production, but exploration prospects span the continent.

With strong political and economic ties to the U.S., Australia is well-positioned to fill the uranium demand gap emerging from the American nuclear resurgence.

“You can’t expand nuclear energy, conversion, or enrichment capacity without a reliable supply of uranium.” – Felicity Repacholi, MD, Recharge Metals

ASX Uranium Miners Step Into the Spotlight

Recharge Metals (ASX:REC) is one of several ASX players ready to seize the moment. Its Carter Project in Montana contains approximately 5.1 million pounds of uranium and is currently undergoing the permitting process—potentially accelerated under the EOs.

“There’s now real momentum from the U.S. government to reduce reliance on foreign uranium supply… The US needs uranium and Recharge aims to be part of that solution.” – Repacholi

The market is already responding:

  • Boss Energy (ASX:BOE): +24% in one month
  • Deep Yellow (ASX:DYL): +16.7%
  • Terra Uranium (ASX:T92): +16.67%
  • Recharge Metals (ASX:REC): +80%

The AI Arms Race and Nuclear Energy

As AI continues to proliferate, its hunger for energy grows. Tech giants with climate targets are turning to nuclear:

  • Microsoft signed a 20-year deal to restart the Three Mile Island reactor
  • Google ordered small modular reactors from Kairos Power
  • Amazon acquired a nuclear-powered data centre from Talen Energy

Goldman Sachs predicts that just U.S. data centres alone may require 85–90GW of nuclear power by 2030.

Global Demand on the Rise

According to the World Nuclear Association, uranium demand is projected to increase:

  • +28% from 2023 to 2030
  • +51% from 2031 to 2040

That’s a jump from 80,000 tonnes to 120,000 tonnes by 2040.

Whether it’s driven by geopolitical shifts or tech-fuelled demand, the uranium bull case is gaining momentum—and Australia is squarely in the driver’s seat.

This article is for informational purposes only and does not constitute financial advice. Please consult a licensed financial advisor before making investment decisions.

Disclaimer:

Pristine Gaze Pty Ltd trading as Pristine Gaze (ABN 66 680 815 678) and (ACN 680 815 678) is a Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757). The information provided is general information only. Any advice is general advice only. No consideration has been given or will be given to individual objectives, financial situation, or specific needs of any particular person or organisation. The decision to engage our services and the method selected is a personal decision and involves inherent risks, and you must undertake your own investigations and obtain independent advice regarding suitability for your circumstances. Past performance, examples, or projections are not indicative of future results. While we strive to provide accurate information, we make no guarantees regarding the accuracy or completeness of our materials. The website may also contain links to third-party websites or resources, for which Pristine Gaze is not responsible. All content and intellectual property on the Pristine Gaze website, including but not limited to text, graphics, logos, and images, are the property of Pristine Gaze and are protected by applicable copyright and trademark laws. By accessing or using the Pristine Gaze website, you acknowledge and agree to the terms of this disclaimer. Please read our Terms and Conditions, Privacy Policy and Financial Service Guide for further information. Please read our Terms and Conditions, Privacy Policy and Financial Service Guide for further information.

Facebook
Twitter
LinkedIn
Best ASX stocksCategoriesBusiness Finance
By

5 Best ASX Stocks to Buy and Hold for Steady Long-Term Returns

Investors seeking to build sustainable wealth through the Australian share market often look for companies that demonstrate resilience, profitability, and future-ready strategies. If you’re planning to invest with a multi-year horizon, identifying the best ASX stocks is crucial — especially those with a track record of strong financial performance and consistent dividends.

Here are five of the best ASX stocks to consider for a long-term, buy-and-hold strategy as of 2025.

1. CSL Limited (ASX: CSL): Biotechnology Powerhouse with Global Reach

CSL continues to cement its position as a global leader in biopharmaceuticals. Known for its life-saving therapies and cutting-edge vaccine development, CSL’s success lies in its relentless focus on innovation and expanding global operations.

Why CSL Stands Out:

  • Operates in more than 60 countries with a diversified product range.
  • Consistent reinvestment in R&D fuels future growth.
  • Strong margins and resilient earnings even during global health and economic challenges.

For investors who value innovation and healthcare’s long-term relevance, CSL remains a top-tier candidate.

2. Commonwealth Bank of Australia (ASX: CBA): A Pillar of Financial Stability

The Commonwealth Bank is a cornerstone of the Australian financial system. Despite market volatility, CBA has consistently delivered value to shareholders through both capital growth and reliable dividends.

What Makes CBA a Long-Term Winner:

  • Commanding share in retail and mortgage lending.
  • Aggressive digital transformation, enhancing operational efficiency.
  • Strong history of dividend payouts and capital adequacy.

CBA’s adaptability and market leadership make it a resilient addition to any income-generating portfolio.

3. BHP Group Limited (ASX: BHP): A Global Resources Giant Embracing the Future

As the world pivots toward cleaner energy and infrastructure renewal, BHP’s diversified portfolio — which includes iron ore, copper, and metallurgical coal — positions it well for both legacy and future-facing markets.

BHP’s Strengths:

  • Exposure to a basket of globally essential commodities.
  • Strong cash flow and disciplined capital allocation.
  • Active steps toward reducing carbon footprint and ensuring sustainable operations.

Investors eyeing long-term global trends in energy and materials should take a close look at BHP.

4. Wesfarmers Limited (ASX: WES): A Retail Titan with Strategic Diversity

Wesfarmers thrives on a blend of well-managed businesses that span retail, chemicals, and industrials. The company’s flagship brands like Bunnings and Kmart enjoy market dominance in their categories.

Why Wesfarmers Deserves a Spot:

  • Balanced exposure across defensive and cyclical sectors.
  • Strong cash generation and prudent acquisitions.
  • A proven track record of value creation through operational excellence.

With a culture of calculated risk-taking and innovation, Wesfarmers is built for enduring performance.

5. Telstra Group Limited (ASX: TLS): Australia’s Connectivity Backbone

Telstra is more than just a telco — it’s the digital infrastructure underpinning Australia’s future. Its rollout of 5G and investment in international connectivity projects are already reshaping its long-term growth narrative.

Reasons to Hold Telstra:

  • Market-leading network with national and global scale.
  • Focus on enterprise and IoT growth sectors.
  • Regular dividend payments, even during market downturns.

With stable cash flows and exposure to digital expansion, Telstra offers defensive growth and income appeal.

Best ASX Stocks: Final Takeaway

Choosing the best ASX stocks for long-term investment isn’t about chasing short-term trends — it’s about backing companies with strong fundamentals, visionary leadership, and a track record of rewarding shareholders. CSL, CBA, BHP, Wesfarmers, and Telstra all tick those boxes. Whether you’re focused on dividend income, capital growth, or market stability, these companies represent core holdings that could anchor your portfolio for years to come.

Pro Tip: Diversify across sectors to smooth out performance and mitigate risk. And always revisit your portfolio periodically to stay aligned with evolving market dynamics.

 

Disclaimer:

Pristine Gaze Pty Ltd trading as Pristine Gaze (ABN 66 680 815 678) and (ACN 680 815 678) is a Corporate Authorised Representative (CAR No. 001312049) of Alpha Securities Pty Ltd (AFSL 330757). The information provided is general information only. Any advice is general advice only. No consideration has been given or will be given to individual objectives, financial situation, or specific needs of any particular person or organisation. The decision to engage our services and the method selected is a personal decision and involves inherent risks, and you must undertake your own investigations and obtain independent advice regarding suitability for your circumstances. Past performance, examples, or projections are not indicative of future results. While we strive to provide accurate information, we make no guarantees regarding the accuracy or completeness of our materials. The website may also contain links to third-party websites or resources, for which Pristine Gaze is not responsible. All content and intellectual property on the Pristine Gaze website, including but not limited to text, graphics, logos, and images, are the property of Pristine Gaze and are protected by applicable copyright and trademark laws. By accessing or using the Pristine Gaze website, you acknowledge and agree to the terms of this disclaimer. Please read our Terms and Conditions, Privacy Policy and Financial
Service Guide for further information. Please read our Terms and Conditions, Privacy Policy and Financial Service Guide for further information.