14/11/2025 16:51

Active Growth Portfolio – Amendments

We are making two changes to the growth portfolio

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13/11/2025 10:00

Mineral Resources (MIN) $51.27

We’ve gone off-piste for our last stock, though we’re using it to highlight an important theme. Yesterday, we saw South Korean POSCO pay Mineral Resources $1.2bn for 30% of its operational lithium business. Importantly, this values MIN’s existing 50% interest in Wodinga and Mt Marion Lithium mines at $3.9bn – well north of what many in the market had their value pegged at (MM included).

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12/11/2025 17:08

Mineral Resources (MIN) $51.23

MIN +9.19%: Struck an important deal bringing much needed cash in the door to reduce debt, agreeing to sell 30% of its operational lithium business to South Korea’s POSCO Holdings for US$765m (A$1.2b) in cash. This looks good on a few fronts:

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11/11/2025 09:41

Mineral Resources Ltd (MIN) $44.22

Monday was case of two out of three’s not bad for MIN with its lithium and mining services divisions delivering strong tailwinds while iron ore has weighed slightly over the last week. However, the stock still advanced over +4% on Monday with fresh 2025 highs looking likely if our bullish outlook for Li proves on point - MIN still has an almost 7% short position, but notably it's more than halved since June.

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30/10/2025 17:19

Mineral Resources (MIN) $48.20

MIN +13.7%: It’s been a long, painful ride for holders of Mineral Resources (MM included), but today’s quarterly update has delivered long-awaited vindication - the stock rallied another 13.7% as investors continued to price in a turnaround story that looks tangible across all divisions.

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28/10/2025 09:37

Mineral Resources Ltd (MIN) $44.93

We’ve included MIN this morning as we hold the miner in our Active Growth Portfolio, but it only generated ~13% of its revenue from Li in FY25. MIN has placed its Bald Hill lithium mine in Western Australia under care and maintenance, but like a number in space, it can ramp up production if prices justify, with substantial lithium production capacity from ongoing expansions at Wodgina and Mt Marion.

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13/10/2025 09:37

Shawn’s Trade Idea: Buy Mineral Resources (MIN) $38.80 limit

The resource stocks were clobbered on Friday night, including a ~7% plunge by Albermarle (ALB US), one of the world's largest lithium producers. We expect the likes of Pilbara (PLS) and Mineral Resources (MIN) to follow suit this morning, but we regard this as a buying opportunity, especially if the local names deliver even deeper pullbacks after soaring in recent months, e.g. MIN  has surged +230% from its April low, leaving plenty of room for a sharp spike under $40.

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09/10/2025 09:16

Mineral Resources (MIN) $43.63

MIN has surged around 80% in the last three months, dancing in sync with lithium names such as Pilbara Minerals (PLS) even though in FY25, MIN only generated around 14% of its revenue from lithium.

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02/10/2025 17:11

Mineral Resources (MIN) $39.58

MIN followed the lithium names lower on Wednesday, finishing the day down 3.8%. In FY25, MIN only generated around 14% of its revenue from lithium, but it does have a larger influence on the share price as it's seen as a major part of the company's future.

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02/10/2025 09:29

Mineral Resources (MIN) $39.58

MIN followed the lithium names lower on Wednesday, finishing the day down 3.8%. In FY25, MIN only generated around 14% of its revenue from lithium, but it does have a larger influence on the share price as it's seen as a major part of the company's future.

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