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Largest Director Share Purchases in January Week 4

Largest Director Share Purchases in January Week 4

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Bhp Group Limited 14d

💬 Community Insight (via Threads)

“The Chinese are developing their own mines in Africa. Alb…

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True North Copper Limited 14d

💬 Community Insight (via Threads)

“Because global copper demand is trending up to support el…

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True North Copper Limited 14d

Cloncurry’s Historic Copper Mine Fires Back Up

Cloncurry, one of Australia’s oldest copper t…

Cloncurry’s Historic Copper Mine Fires Back Up

Cloncurry, one of Australia’s oldest copper towns, is seeing renewed activity as True North Copper restarts operations at the historic Great Australia Mine. The site, which has been idle for several years, is once again becoming a key focus for regional development.

Fresh Drilling Confirms New Mineralisation

Recent drilling programs have confirmed copper, gold and cobalt still sitting beneath the old workings. These results underpin the company’s confidence in restarting production and extending the life of the operation.

A Major Recapitalisation Brings the Mine Back Online

True North Copper completed a significant recapitalisation to stabilise the business and rebuild operations. This financial restructuring allowed the company to revive the project and invest in the early stages of production.

Copper Prices Add Strength to the Restart

The restart comes during a period of strong copper markets, with rising demand from renewable energy, electrification and global infrastructure spending. Higher prices have helped improve the outlook for new and returning producers.

Outback Revival on the Horizon?

With fresh drilling success, new investment and a strengthened market, Cloncurry’s copper industry may be entering a new phase. For a town built on more than a century of mining, the Great Australia Mine’s return could signal the start of a broader outback revival.

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Wa1 Resources Ltd 16d

Australia Fast-Tracks Major Niobium Discovery

One of the world’s most significant niobium di…

Australia Fast-Tracks Major Niobium Discovery

One of the world’s most significant niobium discoveries is now being pushed forward in remote Western Australia, after the Federal Government granted major project status to WA1 Resources’ Luni project.

Located in the West Arunta region, the project contains over 200 million tonnes of high-grade niobium- and phosphorus-rich material — described by WA1 as the biggest niobium discovery in 70 years.

Why Niobium Matters

Niobium is a strategic critical mineral used to strengthen high-performance steel, particularly in pipelines, automotive components and major construction.
It is also essential in jet engine superalloys, superconducting magnets, electronics, and other advanced technologies.

The scale of Luni gives Australia a rare opportunity to expand its role in the global supply of this specialised metal, which is currently dominated by Brazil.

A Key Step in Strengthening Supply Chains

The major project status designation signals Canberra’s view of Luni as a development with national economic and strategic importance.
WA1 says the recognition highlights Luni’s potential to support regional jobs, bolster sovereign capability, and contribute to Australia’s growing critical-minerals export sector.

As studies progress, Luni is shaping up as one of the country’s most important new mineral projects — and a rare moment of global significance for the niobium industry.

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Genesis Minerals Limited 17d

Why Bet $80 Million on This Gold Mine?

Genesis Minerals is accelerating work at Tower Hill —…

Why Bet $80 Million on This Gold Mine?

Genesis Minerals is accelerating work at Tower Hill — a major gold deposit just outside Leonora in Western Australia — as the company moves closer to full-scale development. With gold prices trading near record highs, the project has quickly become one of WA’s most-watched growth stories.

Shifting the Rail to Unlock the Pit

One of the most significant steps is the plan to relocate the nearby rail line. This allows Genesis to expand the mill and open up the full extent of the Tower Hill pit — something previous owners couldn’t realistically do. The move clears the way for a larger, more efficient operation tied directly into Genesis’ Leonora production hub.

High-Grade Hits Continue

Recent drilling around Tower Hill has returned consistent high-grade intercepts, strengthening confidence in the resource and supporting plans for a much larger mine footprint. These results also feed into an expanded underground study now underway.

A New Gold Hub in the Making?

With planned capital spending around the $80 million mark, a strong gold market, and a district-scale strategy connecting multiple deposits, investors are watching closely. If the development plan lands as expected, Tower Hill could become WA’s next major gold success story — and a key pillar in Genesis Minerals’ Leonora growth plans.

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Bhp Group Limited 17d

BHP’s $1.4 Billion Push to Lift Port Hedland Capacity

BHP is investing $1.4 billion to upgra…

BHP’s $1.4 Billion Push to Lift Port Hedland Capacity

BHP is investing $1.4 billion to upgrade infrastructure at Port Hedland, the world’s largest bulk export port and the backbone of Australia’s iron-ore industry.

This port handles the ore that arrives from BHP’s giant Pilbara mines — brought in by some of the longest freight trains on Earth. With global demand rising and competition heating up, BHP is preparing the port for its next phase of growth.

New Rail-Car Dumper and 5km Conveyors

The major upgrade includes:

A new sixth rail-car dumper

Around five kilometres of new conveyors

Upgrades to screening and transfer infrastructure

These additions are designed to move ore from train to ship faster, safer and with fewer bottlenecks, supporting BHP’s long-term target of 305 million tonnes per year.

A Strategic Response to Rising Competition

BHP’s investment comes as Rio Tinto and Chinese-backed groups expand operations in Africa, including major new iron-ore developments in Guinea.

Those projects could shift global supply balances over the next decade. Increasing throughput at Port Hedland is part of BHP’s effort to maintain its position as a leading low-cost iron-ore producer.

Is It Enough to Stay Ahead?

The expansion will boost efficiency and help stabilise output across BHP’s Pilbara network. But with new African mines edging closer and long-term demand uncertain, the question remains:

Will this $1.4 billion upgrade secure BHP’s lead — or will more investment be needed to stay in front?

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Black Cat Syndicate Limited 17d

BC8’s $36M Paulsens Gold Mine Restart: Is the Gamble Paying Off?

Black Cat Syndicate (ASX:BC…

BC8’s $36M Paulsens Gold Mine Restart: Is the Gamble Paying Off?

Black Cat Syndicate (ASX:BC8) committed $36 million to restart the historic Paulsens gold mine in Western Australia’s Pilbara region. The company’s 2024 restart study pointed to strong grades, improved mining plans, and the potential for a major lift in operating cashflow.

First Gold Arrives Ahead of Schedule

By December 2024, Paulsens had already poured its first gold under Black Cat’s ownership. This marked a major milestone for a mine that had previously been on care and maintenance. Early production results aligned with expectations and helped build momentum into 2025.

Drilling Strengthens the Case

Through 2025, drilling across the project continued to return positive results. New intercepts supported extensions to known lodes and reinforced the company’s belief in the long-term potential of the Paulsens system.

Gold Prices Provide a Tailwind

The restart has come at a time of strong gold prices, giving Black Cat a favourable market backdrop. Higher margins and stronger cashflow potential have helped make the restart more compelling.

New Ground and Ore Deals Add Scale

In addition to mine performance, Black Cat secured new exploration ground and ore-supply agreements with Dreadnought Resources. These deals give Paulsens additional feed flexibility and strengthen the project’s growth pathway.

Is the $36M Gamble Working?

Early signs suggest the restart is tracking well: gold poured, positive drilling, growing production, and supportive market conditions. While it’s still early in the mine’s new life, the combination of grade, scale, and partnerships indicates the Paulsens comeback may only just be beginning.

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