Insights & Reports
Stay informed with the latest Cashu Research reports and macro insights on commodities, markets, and emerging sectors.
Should I List on the OTC?
ASX small-cap mining and resource companies face chronic liquidity issues despite rising market turnover. We explore why junior miners are turning to the U.S. OTC market to access global capital and investor demand.
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PMET Resources Inc. (TSX: PMET)
PMET Resources is emerging as a strategically important lithium developer, advancing a long-life, tier-one project in Québec as the market moves into the next lithium cycle.
Osisko Development Corp. (NYSE: ODV)
Discover why Osisko Development (NYSE:ODV) is positioned for a major re-rating as the fully permitted Cariboo Gold Project advances toward construction in a strong gold market.
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Americore Resources TSXV: AMCO
A micro-cap Nevada silver explorer advancing the past-producing Trinity Silver Project with major upside leverage to silver.
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NFM Signs Strategic Processing Deal With Metallium After Breakthrough FJH Results
NFM secures a 10-year deal with Metallium after breakthrough test results, fast-tracking Harts Range rare earths into U.S. defence and magnet markets.
What Happened to Hydrogen? The Boom, Bust, and Future of Hydrogen Investments
Hydrogen went from the hottest clean-energy theme on the planet to one of the market’s biggest disappointments. This report explores what went wrong — and why the next decade may finally deliver the real hydrogen economy.
New Frontier Minerals Ltd Update (ASX: NFM)
With drilling approved and a U.S. listing underway, Cashu Research sees New Frontier Minerals (ASX:NFM) entering a major growth phase with strong upside potential.
Generation Mining Limited (TSX: GENM)
Generation Mining’s share price has climbed sharply over the past year, reflecting renewed investor confidence as the company advances toward construction financing for its fully permitted Marathon Palladium-Copper Project. The next 12 months will be pivotal in determining whether GENM re-rates from developer to producer.
Saga Metals Corp. (TSXV:SAGA)
A Canadian junior explorer focused on titanium, vanadium, and critical minerals across North America. Its flagship Radar Project in Labrador positions Saga for potential re-rating as it advances a 15,000 m drill campaign toward a 2026 maiden resource estimate.
The Raging Golden Bull: Why Gold’s Next Chapter May Be Its Most Powerful Yet
Dr Kingsley Jones explores how de-dollarisation, monetary realignment, and slow mine supply are fueling a powerful multi-year gold bull market led by the tier-one producers.
Streamex (NASDAQ: STEX)
Streamex (NASDAQ: STEX) is rolling out GLDY, a gold-backed, yield-paying digital asset aimed at institutional channels — a novel “get paid to hold gold” proposition. Our teaser highlights the thesis, market context, and what we’re watching next; read the full research report for valuation, risks, and references.
New Frontier Minerals Ltd (ASX: NFM)
NFM is advancing the Harts Range Heavy Rare Earths project in the NT with early assays showing a Dy/Tb-rich basket plus niobium/tantalum credits. With drilling now queued, we see asymmetric upside if initial results confirm scale and continuity.
Golden Cross Resources: October Exploration Update
Golden Cross Resources confirms high-grade gold at Reedy Creek and begins a fully-funded 10,000 m Phase 2 program. Current price US$0.43 vs target US$1.04 (~142% upside). Key assays, catalysts, and outlook inside.
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Minehub Technologies (TSXV: MHUB) Update
MineHub’s strong share performance, Abaxx & Surecomp integrations, iron ore & scrap expansion. Read our October 2025 update and download the report.
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How the U.S. Dollar Has Moved Under Each President, and What It Means for the Global Economy
A historical look at how the U.S. dollar has moved under every president since Reagan, and what today’s softer greenback means for global trade, inflation, and commodity markets.
Life 360 (ASX: 360)
Life360’s share price has surged more than 250% over the past year, reflecting renewed enthusiasm for growth and technology names. However, with the company trading at a substantial premium to peers, questions arise as to whether its valuation can be justified by fundamentals.
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Australia’s Uranium Revival: 3 ASX Stocks Poised to Power the Nuclear Comeback
Discover three ASX-listed uranium and nuclear stocks — Paladin Energy, Boss Energy, and Silex Systems — poised for major upside as global demand for clean, secure nuclear power accelerates.
Gunnison Copper Corp (TSX: GCU)
Amid America’s push for domestic copper production, Gunnison Copper is staging one of the most overlooked turnarounds in North American mining. Once dismissed as a failed experiment, the company’s pivot to a conventional mine — backed by Rio Tinto’s Nuton — could unlock enormous value. Here’s why the market might be underpricing one of the most strategically positioned copper juniors in the U.S.
Australian Uranium Industry Primer
Discover Cashu Research’s Uranium Primer, a comprehensive overview of Australia’s role in the global uranium market. Covering supply-demand dynamics, ASX-listed opportunities, policy shifts, and ETF exposure, this report equips investors with the fundamentals behind one of the most critical commodities in the clean energy transition.
Golden Cross Resources (OTC: ZCRMF)
Golden Cross Resources offers high-risk, high-reward exposure to discovery in Victoria’s gold belt. With cash in hand and ground beside Southern Cross Gold’s Sunday Creek, the company’s upcoming drilling program could be transformative.
MineHub Technologies (TSXV: MHUB)
MineHub is digitising the trillion-dollar metals trade. Backed by Codelco, Sumitomo, and Southwire, the company’s platform processes over US$15 billion in annual transactions — and could become the industry’s digital backbone.
Myriad Uranium Ltd. (CSE.M)
Myriad Uranium is a U.S.-focused explorer advancing high-grade projects in Wyoming and New Mexico. With early drilling success and strong leverage to America’s nuclear revival, the company offers pure exposure to the U.S. uranium resurgence.
The Importance of Equity Research for Small-Cap Mining & Resource Companies
Explore why equity research is essential for small-cap mining & resource companies. Learn how professional mining equity research improves visibility, valuation and capital access.
Kutcho Copper (TSXV: KC)
Kutcho Copper is advancing a high-grade, feasibility-stage copper-zinc project in British Columbia. Backed by major partners and leverage to the electrification megatrend, it offers deep-value exposure to the global copper shortage.