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07/09/2026

Leeuwin Metals (ASX: LM1): Resource Growth and Strategic Interest Accelerate Marda’s Development Pathway

We update coverage on Leeuwin Metals (ASX: LM1) with a midpoint target price of A$0.71, implying ~172% potential upside from the current share price of A$0.26.

Leeuwin continues to advance its Marda Gold Project through resource growth, higher-confidence ounces and increasing strategic interest around potential funding and processing pathways.

Key points:

1️⃣ Marda’s Mineral Resource has grown to 378.6koz, with Indicated ounces up 41% to 104koz.

2️⃣ A maiden 142–186koz Exploration Target sits outside the current resource, with 55 assays still pending.

3️⃣ Strategic optionality is expanding through Bain and MEGA, alongside Forrestania’s growing stake and nearby Edna May hub.

READ FULL REPORT:
https://eastcoastresearch.com.au/reports/reports-db/leeuwin-metals-asx-lm1-update-september-2026

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Disclaimer: This update report was published on 7 September 2026.

03/09/2026

▶️ WATCH: Gateway Mining (ASX: GML): Multiple Gold Discoveries & Yandal’s Growth Potential

In this Leadership Talks session, Richard Pugh, CEO of Gateway Mining (ASX: GML), discusses the latest Cowza discovery, the broader Yandal Gold Project and the drilling program ahead.

Key Highlights:

1️⃣ Gateway’s Yandal Gold Project currently hosts a 400.4koz Inferred Mineral Resource at 1.52g/t Au.

2️⃣ At Cowza, the first RC hole into the primary target returned 41m @ 2.0g/t Au, including 9m @ 7.5g/t Au.

3️⃣ Cowza has now been mapped over 4.5km, while Cowza, Celia South and Ward collectively span more than 13km of mineralised strike.

4️⃣ Management sees potential for a much larger gold system, with drilling testing whether these mineralised trends connect along the broader Celia Shear.

5️⃣ Upcoming RC and diamond drilling will focus on defining Cowza’s scale, testing additional Yandal targets and supporting further resource growth.

WATCH FULL INTERVIEW: https://youtu.be/SunDlPECr1s

02/09/2026

Amaero (ASX: 3DA): Commercial Momentum and Defence Validation Drive the Next Phase of Growth

We update coverage on Amaero Inc. (ASX: 3DA) with a midpoint target price of A$0.97, implying 287% potential upside from the current share price of A$0.25.

Amaero is transitioning from capacity build-out and customer qualification towards commercial scale-up, supported by stronger contracted demand, expanding titanium production and increasing validation across US defence programs.

Key points:

1️⃣ Commercial scale-up is gaining traction, with FY2026 revenue up 376% to A$18.1m and contracted backlog reaching A$23.1m by July.

2️⃣ Titanium powder visibility is improving through an A$7.8m minimum commitment, expected purchases above minimum and ~100% FY2027 production growth.

3️⃣ Defence validation is advancing through an A$6.5m Department of War refractory programme and PM-HIP progressing into low-rate initial production with BPMI.

READ FULL REPORT:
https://eastcoastresearch.com.au/reports/reports-db/amaero-asx-3da-update-september-2026

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Disclaimer: This update report was published on 2 September 2026.

28/08/2026

🌶️ What’s Hot on the ASX? With Hedley Widdup

The Shares in Value & East Coast Research team recently sat down with Hedley Widdup from Lion Selection Group (ASX: LSX) for a wide-ranging discussion on the resources market.

It’s always a mining masterclass with Hedley.

We get his outlook on gold, copper and the broader mining cycle, where he sees the market heading, and some of the ASX resource companies investors should be putting on their radar.

And, of course, no session with Hedley would be complete without the famous Hedley Chilli 🌶️ — plus the Gold Star ⭐ for the companies that really stand out.

Plenty of stocks, plenty of insights and some very interesting opportunities to watch.

🎥 Watch the full session here: https://www.youtube.com/watch?v=yVb1SUcTqtY

27/08/2026

A big thanks to Stephen Biggins for joining our Sydney investor lunch with the Shares in Value and East Coast Research network, giving investors direct insight into the latest developments at Stelar Metals (ASX: SLB).

Stephen walked attendees through progress at the Hill of Leaders Tungsten Project in the Northern Territory, including the recent ~$2.6 million raise, high-grade surface samples of up to 6.1% WO₃ and plans for an approximately 3,000m maiden RC drilling program.

It was a great opportunity for our network to hear directly from management, ask questions and get a clearer view of the milestones and catalysts ahead.

Thanks again to Stephen and everyone who joined us.

25/08/2026

▶️ WATCH: Black Bear Minerals (ASX: BKB): High-Grade Silver, 2.2Moz Gold & Near-Term Catalysts

In this Leadership Talks session, Dennis Lindgren, CEO of Black Bear Minerals (ASX: BKB), discusses the Independence Gold Project in Nevada, the Shafter Silver Project in Texas, and the milestones ahead.

Key Highlights:

1️⃣ Independence hosts a 2.2Moz AuEq resource, while Shafter carries a 17.6Moz Ag foreign resource estimate at 289g/t Ag.

2️⃣ Independence sits beside Nevada Gold Mines’ Phoenix operation, within an established Nevada mining district.

3️⃣ Its scoping study outlines A$511m post-tax NPV₅, 64% IRR and 1.4-year payback, using only part of the epithermal resource.

4️⃣ Further drilling is targeting epithermal extensions, Rebel Trend targets, skarn opportunities and untested zones.

5️⃣ Shafter combines high-grade silver, historic underground workings, major permits and substantial infrastructure, supporting JORC conversion and a potential restart pathway.

WATCH FULL INTERVIEW: https://www.youtube.com/watch?v=tRB_iNQKS8k

18/08/2026

BlinkLab (ASX: BB1) — Outstanding US Pilot Results Set the Path Toward FDA Clearance

We update coverage on BlinkLab Limited (ASX: BB1) with a target price of A$3.06, implying 354% total upside from the current share price of A$0.68.

BlinkLab is developing smartphone-based neurodiagnostic tools for autism and ADHD, with its lead Dx1 autism diagnostic now advancing through an FDA Pivotal Study and Dx2 opening a second, significantly larger commercial opportunity.

Key points:

1️⃣ Dx1 is BB1’s nearest commercial catalyst. Its autism diagnostic is now in an FDA Pivotal Study, bringing investors closer to a potential US regulatory decision and commercialisation.

2️⃣ Dx2 materially expands BB1’s growth opportunity. Positive ADHD results open a market the report estimates at roughly five times ASD, reducing reliance on a single indication.

3️⃣ BB1 is becoming more than a one-product biotech story. Ten research programmes, international collaborations and A$17.9m cash provide multiple 2026–2027 catalysts while reducing near-term funding pressure.

4️⃣ The valuation now reflects this de-risking and broader opportunity. Our A$3.06 target implies 354% upside from A$0.68, supported by a ~A$9.1bn US paediatric ASD and ADHD TAM.

READ FULL REPORT:
https://eastcoastresearch.com.au/reports/reports-db/blinklab-asx-bb1-august-2026

📩 Subscribe to our research for free:
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Disclaimer: This update report was published on 18 August 2026.

17/08/2026

WATCH: Skylark Minerals (ASX: SKM): Advancing a Scalable Gold Platform Through Resource Growth

In this Leadership Talks session, Michael Jardine discusses Skylark Minerals’ defined Zaranou resource, active drilling program and broader Côte d’Ivoire growth portfolio. With two rigs operating and a Q4 2026 resource update targeted, the Company is progressing both near-term resource growth and longer-term portfolio expansion.

Key Highlights:

1️⃣ Zaranou hosts an Inferred Mineral Resource of 364,600oz at 1.8g/t Au, providing Skylark with an established resource foundation.

2️⃣ The project sits along a 47km prospective gold corridor, with historical drilling testing only a limited portion and generally at shallow depths.

3️⃣ A funded 23,000m drilling program is targeting extensions at M’Basso and Ehuasso ahead of a planned Q4 2026 MRE update.

4️⃣ M’Basso drilling has confirmed coherent mineralisation, increasing thickness at depth and grades holding across the expanding system.

5️⃣ Average gold recoveries of approximately 95%, alongside Vavoua and Maphai, support Skylark’s broader pathway towards a scalable, multi-project gold platform.

WATCH FULL INTERVIEW: https://www.youtube.com/watch?v=jQyupZpC2kk

13/08/2026

▶️ WATCH: Boab Metals (ASX: BML) FID Achieved, Fully Funded & Advancing to Production

In this latest Leadership Talks interview, Managing Director and CEO Simon Noon shares an update on Sorby Hills as the project advances through construction towards first production.

Key Highlights:

1️⃣ Sorby Hills is fully funded and under construction, with first production targeted for H2 2027.

2️⃣ The 10-year average lead price more than covers operating costs, leaving around 2.2Moz of annual silver production with strong silver-price leverage.

3️⃣ The A$411m FEED NPV used US$27.40/oz silver, while higher silver prices and lower treatment charges could materially improve project economics.

4️⃣ Early works are complete, key EPC costs are lump-sum contracted, and fresh mining tenders should provide greater visibility on remaining capital requirements.

5️⃣ The DeGrussa acquisition is expected to save at least A$20m and reduce the construction schedule by around six months.

6️⃣ Boab remains fully funded with significant contingency, while upcoming milestones include the mining contract, updated study, drilling results and commissioning preparations.

WATCH FULL INTERVIEW:

https://www.youtube.com/watch?v=Pq1LRu9dHPI

12/08/2026

Great afternoon hosting our latest East Coast Research & Shares in Value investor lunch with Gateway Mining (ASX: GML) and Executive Chairman Andrew Bray.

A big thank you to all our members and investors who joined us for a great lunch and discussion around Gateway’s gold story in WA.

We were also joined by the legendary “Voice of Rugby” Gordon Bray AM — so it was a lunch with two very different kinds of commentary:

🏉 How to call it when it crosses the try line.
⛏️ And how to find the next gold discovery in WA.

Safe to say, there was plenty of gold discussed both on and off the field 😂

Thanks to Andrew, Gordon and everyone who joined us. Always a great afternoon bringing management and investors together.

Discover more about GML’s story in our latest report: https://lnkd.in/gsxk-6em

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