ASX Mining Intelligence

Daily agentic surveillance of ASX mining equities — ranked by conviction

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🎯 COMMODITY THEMES
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Agentic Analyst
Institutional-Grade Analysis
🔄 Active Rotation
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Accumulate

18

Monitor

9

Explorers

6

High Impact

4

Mining Radar

EVN
Producer
Conviction
89
Risk: 25
gold
Quarterly production report
ACCUMULATE
High conviction (89/100) with manageable risk. Strong producer fundamentals.
IGO
Producer
Conviction
86
Risk: 24
nickel
Quarterly production report
ACCUMULATE
High conviction (86/100) with manageable risk. Strong producer fundamentals.
IGO
Producer
Conviction
86
Risk: 20
nickel
Quarterly production report
ACCUMULATE
High conviction (86/100) with manageable risk. Strong producer fundamentals.
IGO
Producer
Conviction
86
Risk: 30
nickel
Quarterly production report
ACCUMULATE
High conviction (86/100) with manageable risk. Strong producer fundamentals.
NST
Producer
Conviction
86
Risk: 24
gold
Quarterly production report
ACCUMULATE
High conviction (86/100) with manageable risk. Strong producer fundamentals.
PLS
Producer
Conviction
84
Risk: 20
lithium
Quarterly production report
ACCUMULATE
High conviction (84/100) with manageable risk. Strong producer fundamentals.
MIN
Producer
Conviction
84
Risk: 29
lithium
Quarterly production report
ACCUMULATE
High conviction (84/100) with manageable risk. Strong producer fundamentals.
MIN
Producer
Conviction
84
Risk: 20
lithium
Quarterly production report
ACCUMULATE
High conviction (84/100) with manageable risk. Strong producer fundamentals.
NST
Producer
Conviction
83
Risk: 20
gold
Quarterly production report
ACCUMULATE
High conviction (83/100) with manageable risk. Strong producer fundamentals.
EVN
Producer
Conviction
82
Risk: 20
gold
Quarterly production report
ACCUMULATE
High conviction (82/100) with manageable risk. Strong producer fundamentals.
EVN
Producer
Conviction
82
Risk: 29
gold
Quarterly production report
ACCUMULATE
High conviction (82/100) with manageable risk. Strong producer fundamentals.
PLS
Producer
Conviction
81
Risk: 25
lithium
Quarterly production report
ACCUMULATE
High conviction (81/100) with manageable risk. Strong producer fundamentals.
S32
Producer
Conviction
79
Risk: 33
copper
Quarterly production report
ACCUMULATE
High conviction (79/100) with manageable risk. Strong producer fundamentals.
PLS
Producer
Conviction
78
Risk: 27
lithium
Quarterly production report
ACCUMULATE
High conviction (78/100) with manageable risk. Strong producer fundamentals.
LAC
Developer
Conviction
78
Risk: 36
lithium
DFS completion Q2 2026
ACCUMULATE
High conviction (78/100) with manageable risk. Strong developer fundamentals.
S32
Producer
Conviction
76
Risk: 35
copper
Quarterly production report
ACCUMULATE
High conviction (76/100) with manageable risk. Strong producer fundamentals.
NST
Producer
Conviction
76
Risk: 24
gold
Quarterly production report
ACCUMULATE
High conviction (76/100) with manageable risk. Strong producer fundamentals.
S32
Producer
Conviction
75
Risk: 28
copper
Quarterly production report
ACCUMULATE
High conviction (75/100) with manageable risk. Strong producer fundamentals.
DEG
Explorer
Conviction
72
Risk: 33
gold
DFS completion Q2 2026
MONITOR
Solid fundamentals but waiting for catalyst. Developer stage showing promise.
GMD
Developer
Conviction
72
Risk: 28
gold
DFS completion Q2 2026
MONITOR
Solid fundamentals but waiting for catalyst. Developer stage showing promise.
LAC
Developer
Conviction
71
Risk: 33
lithium
DFS completion Q2 2026
MONITOR
Solid fundamentals but waiting for catalyst. Developer stage showing promise.
MIN
Producer
Conviction
71
Risk: 28
lithium
Quarterly production report
MONITOR
Solid fundamentals but waiting for catalyst. Producer stage showing promise.
GMD
Developer
Conviction
68
Risk: 30
gold
DFS completion Q2 2026
MONITOR
Solid fundamentals but waiting for catalyst. Developer stage showing promise.
DEG
Explorer
Conviction
68
Risk: 26
gold
DFS completion Q2 2026
MONITOR
Solid fundamentals but waiting for catalyst. Developer stage showing promise.
ANW
Explorer
Conviction
66
Risk: 43
gold
Drill results expected Q1 2026
MONITOR
Solid fundamentals but waiting for catalyst. Explorer stage showing promise.
GMD
Developer
Conviction
65
Risk: 42
gold
DFS completion Q2 2026
MONITOR
Solid fundamentals but waiting for catalyst. Developer stage showing promise.
DEG
Explorer
Conviction
60
Risk: 44
gold
DFS completion Q2 2026
MONITOR
Solid fundamentals but waiting for catalyst. Developer stage showing promise.
LAC
Developer
Conviction
60
Risk: 36
lithium
DFS completion Q2 2026
HOLD
Neutral conviction. Monitor for development updates.
ANW
Explorer
Conviction
55
Risk: 53
gold
Drill results expected Q1 2026
HOLD
Neutral conviction. Monitor for development updates.
ANW
Explorer
Conviction
48
Risk: 50
gold
Drill results expected Q1 2026
HOLD
Neutral conviction. Monitor for development updates.
Recent Events
ANW Oct 08
drill High Impact

Drill results: 8.2g/t over 15.0m (GxT: 123.0). + 2 more intercepts. PFS NPV: $185M IRR: 28.5%

GxT: 123.0
GMD Oct 08
drill High Impact

Drill results: 8.2g/t over 15.0m (GxT: 123.0). + 2 more intercepts. PFS NPV: $185M IRR: 28.5%

GxT: 123.0
LAC Oct 08
drill High Impact

Drill results: 8.2g/t over 15.0m (GxT: 123.0). + 2 more intercepts. PFS NPV: $185M IRR: 28.5%

GxT: 123.0
DEG Oct 08
drill High Impact

Drill results: 8.2g/t over 15.0m (GxT: 123.0). + 2 more intercepts. PFS NPV: $185M IRR: 28.5%

GxT: 123.0
PLS Oct 08
production

Study

MIN Oct 08
production

Study

IGO Oct 08
production

Study

S32 Oct 08
production

Study

EVN Oct 08
production

Study

NST Oct 08
production

Study