Unearthing ASX small-cap opportunities
Joined June 2011
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Jan 17
Every year we do this. Dig through hundreds of ASX small-caps looking for the ones most people miss.
Some hit. Some don't. But when they hit, they really hit.
Here's our 10 for 2026: equitiesclub.com/guides/the-…
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Jun 14
A graphene breakthrough a decade in the making, the biggest float in history, and copper we can't say we've seen before.
The week that was on the ASX: equitiesclub.com/weekly-wrap…
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Jun 10
MRD just found its best scandium grades sitting in storage.
Old samples, no new drilling, well above the current resource.
Plus 14,000 more still to test.
Here's what it means for MRD: equitiesclub.com/criticalmin…
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Jun 8
Adisyn (ASX: AI1) has cracked one of the biggest problems in AI chips, and it's just been independently verified.
The fix the whole industry's been chasing, pulled off by an ASX small-cap.
Managing director Arye Kohavi on what it means
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Jun 8
Verified by a UNSW graphene expert, and Adisyn owns the patented process.
The full story on what $AI1 has proven and what comes next:
equitiesclub.com/tech/adisyn…
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Jun 7
SpaceX asks the public for US$75 billion, a Silicon Valley giant takes a fifth of Fortuna, and Opthea sheds 97.5% in a single session.
Plus: drones, graphene, and and an awkward backflip from a small-cap.
This week's ASX wrap: equitiesclub.com/weekly-wrap…
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Jun 2
The Silicon Valley giant behind SpaceX just took a fifth of Fortuna Metals (ASX: FUN)
The men behind DreamWorks and Dropbox, now on the register of a $37 million ASX junior.
Read the full breakdown: equitiesclub.com/titanium/wn…
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Jun 1
For three years, Arthur Sinodinos was Australia's man in Washington.
He's just joined Evion Group (ASX: EVG) as strategic advisor.
We sat down with managing director David Round to talk through what EVG's building.
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May 31
While the juiced-up Enhanced Games flopped in Vegas, the money went hunting in chips, coal and rock.
A drone-parts maker booked its first invoice, a coal baron resurrected and a rig started turning on ground the 90s walked away from
The week that was: equitiesclub.com/rare-earths…
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Equities Club retweeted
May 29
This is a great article about $EVG ! 👍👍
The article provides great research of $EVG
Three keys things about $EVG :
✅ Fluorspar project
✅ Indian JV
✅Madagascar graphite project
I strongly suggest you to read it!! 👍👍
Absolutely worth reading 👍👍
$TVN #OD6
May 12
Evion Group (ASX: EVG) just signed for a Nevada fluorspar project in the same profile the Pentagon just wrote a US$169m cheque for. Two critical minerals, three continents, A$25m market cap.
Our latest portfolio addition: equitiesclub.com/criticalmin…
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May 28
The week after listing, drone parts supplier KTEK Aerosystems (ASX: KTK) has shipped its first half-a-million dollars of product into the biggest defence buildup since the Cold War.
Faster than most ASX listings ever get to first revenue.
Read more: equitiesclub.com/defence/kte…
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May 25
AZ9 paid less than a million US dollars for a copper project in Mongolia in April.
Two drill holes later, both have come back with massive sulphide. The second one richer than the first.
equitiesclub.com/copper/az9-…
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May 24
13 days ago we added Evion Group as our only US-based critical minerals play.
The rock has now come back signed off.
The US spent 35 years not caring where its fluorspar came from. It cares a lot now. EVG is a useful ASX-listed reminder.
equitiesclub.com/criticalmin…
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May 23
KTK ripped 90% in its first five sessions, GYG walked away from America to applause, and the architect of Northern Star calls it a day
The week that was on the ASX: equitiesclub.com/weekly-wrap…
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Equities Club retweeted
May 18
The full story behind why we added KTK to the Equities Club portfolio: equitiesclub.com/defence/kte…
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Equities Club retweeted
May 18
Dekel Keisar spent 20 years inside the aerospace industry watching the drone sector change.
In 2019 he founded KTEK Aerosystems (ASX: KTK) to supply the parts that go inside other companies' drones.
Why he thinks the industry got it wrong, in his own words.
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May 19
The gap between a resource and a producer is where many critical mineral stories get stuck.
MRD has spent 8 weeks moving through it.
Today Phase 1 met work kicked off. The test that decides whether the rocks at Grass Patch become a mine or a footnote.
equitiesclub.com/criticalmin…
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May 18
Dekel Keisar spent 20 years inside the aerospace industry watching the drone sector change.
In 2019 he founded KTEK Aerosystems (ASX: KTK) to supply the parts that go inside other companies' drones.
Why he thinks the industry got it wrong, in his own words.
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May 18
The full story behind why we added KTK to the Equities Club portfolio: equitiesclub.com/defence/kte…
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May 12
Evion Group (ASX: EVG) just signed for a Nevada fluorspar project in the same profile the Pentagon just wrote a US$169m cheque for. Two critical minerals, three continents, A$25m market cap.
Our latest portfolio addition: equitiesclub.com/criticalmin…
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