20/04/2026 08:52

Shawn’s Trade Idea: Buy Mineral Resources Ltd (ASX:MIN) at $62.65

Mineral Resources looks great at the moment, targeting the $70 area, or ~10% above Fridays close. With this mornings potentially soft open we see an opportunity to “buy the dip” but with two long positions already in play we are placing our bid ~1.5% below Fridays close, remembering this can be a volatile stock.

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09/04/2026 09:47

Mineral Resources (ASX:MIN) $58.20

MIN bounced +6.8% on Wednesday taking it back to the middle of its 2026 trading range - it’s not “cheap” but that’s for a reason.  MIN delivered a strong result in February, with earnings beating expectations as margins improved across the business, particularly in mining services although it didn’t “pop” on the result having run hard for the last nine months.

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24/03/2026 09:11

Mineral Resources Ltd (MIN) $50.62

MIN delivered a strong 1H result, with earnings beating expectations as margins improved across the business, particularly in mining services. Operational performance is strengthening as key assets ramp up, and guidance remains unchanged with Onslow performing well. No dividend was declared, as expected, with the focus still on reducing debt.

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10/03/2026 09:15

Mineral Resources Ltd (MIN) $54.31

MIN follows the iron ore and lithium price closely and at this stage of the cycle we can see the likes of fellow lithium names PLS Group (PLS) falling ~10% hence we are in no hurry to buy back into MIN. The stock rallied close to five fold over the last twelve months and the current pullback, at this stage, is nothing more sinister than consolidation following the stellar advance. A “washout” style move, sub $50, would provide some excellent risk/reward in our opinion.

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24/02/2026 09:37

Mineral Resources Ltd (MIN) $53.80

Iron ore/lithium miner MIN also reported solid numbers last week – covered Here. We exited MIN in January above $60 and aren’t planning to re-enter at this stage, but the risk/reward is certainly more appealing after its well over 20% pullback. The stock is likely to follow the lithium price over the coming months, but we have turned more cautious here given the potential for mine restarts.

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20/02/2026 16:59

Mineral Resources (MIN) $51.25

MIN -5.25%: delivered a record half of revenue and a headline beat on earnings due to big uptick in Iron Ore volumes from Onslaw. Mining Services came in slightly below expectations, while higher Lithium prices benefited Wodgina.  

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21/01/2026 09:43

Portfolio Amendments – Active Growth Portfolio

We are reducing equity exposure in the Growth Portfolio

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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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