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Summary
Companies move in stages Stage 1 construction Ramp Up (dangerous point) Mine restart
Module 1: The Lassonde Curve & The 10 Stages of a Mining Company
Why this is the most important framework The Lassonde Curve — named after Pierre Lassonde, founder of Franco-Nevada — plots a typical mining company's market cap over its lifecycle, from grassroots exploration to production decline. It looks like two peaks sep...
Module 2: JORC Code & The Resource / Reserve Hierarchy
Why this matters The JORC Code is the rulebook for how Australian-listed mining companies report exploration results, mineral resources, and ore reserves. It is the single biggest source of retail confusion and the single biggest place companies legally mislea...
Module 3: Ore Grades, Cut-Offs & What "Good" Actually Looks Like
Why this matters A resource is just tonnage × grade. The grade tells you whether the project is economic. Without grade context, you can't tell a tier-1 deposit from a moose pasture. This module gives you benchmarks by commodity so when you see a drill hit or ...
Module 4: Reading Drill Result Announcements
Why this matters Drill result announcements are where companies most actively shape perception. The headlines are often technically accurate but designed to obscure what an experienced reader would immediately spot. Learning to read drill results properly is t...
Module 5: Economic Studies (Scoping, PFS, DFS)
Why this matters Economic studies are the company's formal pitch that a deposit can be turned into a profitable mine. They are also where the most consequential lies-by-omission happen — base case prices set 30% above spot, capex estimates that consistently un...
Module 6: Capital Structure, Dilution & The Share Register
Why this matters A great deposit owned by a company with a broken capital structure will not make you money. A mediocre deposit owned by a company with a tight register, aligned management, and disciplined capital management can. Most retail focus on the proje...
Module 7: Catalysts & The Catalyst Calendar
Why this matters Mining stocks don't move on time. They move on events. Between events, they drift, decay, and bleed sentiment. Map the events ahead of time and you know when to be in, when to be out, and what to expect. The retail mistake is owning a stock th...
Module 8: Red Flags, Green Flags & Sneaky Tactics
Why this matters Junior mining is the most retail-hostile sector on the ASX. The structures are complex, the disclosure is technical, the time horizons are long, and the promoters are professional. Most of what's done is technically legal. Some of it is genuin...
Module 9: Macro Overlay — Commodity Cycles & The ASX Small-Cap Resource Cycle
Why this matters The same project gets a 5x valuation in a bull cycle and a 0.2x valuation in a bear cycle. Commodity cycles dominate everything else. A great project at the wrong point in the cycle will lose you money. A mediocre project at the right point in...
Module 10: Putting It Together — The "FA Story" and TA Confluence
Why this matters Modules 1–9 give you the components. This module shows you how to assemble them into a coherent thesis for any individual stock, and how to use technical analysis as the timing layer on top of the fundamental layer. Without this synthesis, you...
PC Gold Ltd (ASX: PC2)
Report date: 23 April 2026 Framework: The 10-module ASX mining FA course TL;DR — What actually happened to this stock PC Gold did not do a mine restart and it did not get acquired. The re-rate is a textbook Stage 3 discovery peak of the Lassonde Curve (Module...
Elevra Lithium Ltd (ASX: ELV)
Report date: 23 April 2026 Framework: The 10-module ASX mining FA course TL;DR — What actually happened to this stock ELV is a Stage 10 producer that nearly died, merged with another near-dying producer, and is now being resurrected by a lithium price recover...
Galan Lithium Ltd (ASX: GLN)
Report date: 23 April 2026 Framework: The 10-module ASX mining FA course TL;DR — What actually happened to this stock GLN = Stage 8–9 developer crossing into commissioning (lithium brine) GLN is a South American lithium brine developer that has spent ~7 yea...
Solstice Minerals Ltd (ASX: SLS)
Report date: 23 April 2026 Framework: The 10-module ASX mining FA course TL;DR — What this company actually is Solstice is a multi-project WA-focused explorer with a dual-commodity strategy (gold + copper-gold) and one quite unusual attribute for a junior: a ...
Minerals 260 Ltd (ASX: MI6)
Report date: 23 April 2026 Framework: The 10-module ASX mining FA course TL;DR — What this stock actually is MI6 is, by a significant margin, the most spectacular ASX gold developer re-rate of the current cycle. The numbers tell a specific story: 12 months a...
Bison Resources Ltd (ASX: BSR)
Report date: 23 April 2026 Framework: The 10-module ASX mining FA course TL;DR — What this is and what to watch BSR is a brand new ASX listing — only 7 days old at date of this report (listed 16 April 2026). This is the earliest possible stage on the Lassonde...
Torque Metals Ltd (ASX: TOR)
Report date: 23 April 2026 Framework: The 10-module ASX mining FA course TL;DR — What this stock actually is TOR is a Stage 4 WA gold explorer with a meaningful maiden resource, aggressive resource-expansion drilling, and a well-timed capital raise into a gol...
Greatland Resources Limited (ASX:GGP / AIM:GGP)
Prepared: April 26, 2026 Reporting framework: ASX FA Course (Modules 1–10) Verification status: Most operational and corporate data verified against company announcements via secondary sources (Proactive Investors, Mining Weekly, Investing.com, ASX, AIM regula...