To The Moon

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,634.60 on Friday, up 0.24% in the past 5 days.

1. $Capstone Copper Corp(CSC.AU)$ +9.02%

• Record Copper Price: Benchmark copper hit new record highs on the LME, lifting all major producers including Capstone.

• Strong Broker Sentiment: A bullish analyst note released around this time prompted renewed investor buying interest.

• Operational Momentum: Successful ramp-up of key mines toward full capacity showcased strong execution.

• Market Outperformance: The stock’s dramatic ~90% rise since mid-2025 attracted momentum investors.

2. $SOUTH32 LTD(S32.AU)$ +8.39%

• Australian resource stocks, including South32, are performing well as investors view them as beneficiaries of stronger economic growth and a hedge against potential interest rate hikes.

• The company's first-half earnings for FY25 surged year-over-year, driven by a 25% increase in revenue and a 44% jump in underlying EBITDA.

• Production guidance for core products like alumina and aluminum in FY26 remains strong, despite challenges at one facility.

• South32 finalized the sale of its Cerro Matoso nickel operations for up to $100 million. This strategic move streamlines its portfolio.

3. $BHP GROUP LTD(BHP.AU)$ +7.61%

• Copper hit a new all-time high on the LME, driven by global supply constraints and its crucial role in the clean energy transition. As copper now contributes 45% of BHP's underlying earnings, the price surge significantly boosted investor sentiment and the stock price.

• The iron ore price also increased, contributing to the positive performance of major mining stocks, including BHP, Fortescue, and Rio Tinto.

• BHP's share price reached a new 52-week high on December 4th, 2025, lifting the entire Australian resources sector. This demonstrates strong investor confidence in mining stocks during the current commodity cycle.

4. $Alcoa Corp(AAI.AU)$ +5.41%

• Aluminum prices have risen recently due to significant demand from AI data centers, which require large amounts of the metal for cooling systems and racks.

• The company reported better-than-expected earnings for the third quarter of 2025, with a significant increase in profit compared to a loss in the previous year.

• Wall Street analysts have given Alcoa an average rating of "Moderate Buy" as of late November 2025, with several firms raising their price targets.

5. $Rio Tinto Ltd(RIO.AU)$ +4.68%

• New CEO's Strategic Restructuring Plan: Shares rose on CEO Simon Trott's announcement of a multi-year plan targeting $5-10 billion in portfolio streamlining and cost savings.

• Upgraded 2025 Copper Production Target: The company raised its full-year copper production guidance, driven by better-than-expected performance at the key Oyu Tolgoi mine.

• Beneficiary of Record Copper and Higher Iron Ore Prices: The stock reached a new 52-week high, lifted by a surge in copper prices to an all-time high and rising iron ore prices.

• Clear Focus on Core Commodities: The market responded positively to a renewed strategic focus on core assets (iron ore, copper, aluminum, lithium) and improved capital discipline.

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