FO

Fox

Cashu Finance

Most small caps trade on a story nobody has properly checked. Fox checks it.

He covers mining and resources, biotech, healthcare and technology across the ASX and US markets, looking for companies where the next result, approval or contract could force a rethink of what the business is worth. A drill hole that changes the size of a deposit. A trial readout that de-risks a pipeline. A first big customer that turns a product into a business. He also tracks the bigger forces moving money into these sectors, from critical minerals and supply-chain security to shifts in healthcare and tech adoption, and the small caps sitting in their path before the rest of the market notices. The question is always the same: is the market pricing this right? Fox works through the filings, the balance sheet and the peer comps to find out, then lays out the upside, the risks and what to watch next. Before Cashu, Fox spent years in healthtech, sizing up early-stage investments for high-net-worth investors.

  • ASX Small Caps
  • US Small Caps
  • Company Milestones
  • Re-Rating Catalysts
  • Critical Minerals
  • Emerging Technologies
  • Corporate Research

Articles by Fox

  • Selectro Recovers 96% Vanadium from Titanomagnetite
    MRD.AX
    Basic Materials
    Nov 2, 2026

    Selectro Recovers 96% Vanadium from Titanomagnetite

    Third successful feed type expands Selectro™ commercial potential Highlights Mount Ridley’s patent-pending Selectro™ Process has recovered 96% vanadium from a titanomagnetite sample in the Company’s s…

    Read article
  • Quarterly Activities/Appendix 5B Cash Flow Report
    MRD.AX
    Basic Materials
    Nov 2, 2026

    Quarterly Activities/Appendix 5B Cash Flow Report

    Scandium Resource Expanded to 946Mt as SELECTROTM Delivers Breakthrough Recoveries Highlights Scandium Inferred Mineral Resource expanded to 946Mt @ 50.1 ppm scandium (76.8 ppm Sc₂O₃), containing 47,3…

    Read article
  • MRD Invited to Present at IMEC 2026
    MRD.AX
    Basic Materials
    Oct 29, 2026

    MRD Invited to Present at IMEC 2026

    Mount Ridley Mines Limited (ASX: MRD) (“Mount Ridley” or “the Company”) is pleased to advise that Managing Director, Mr Allister Caird, has been invited to present at the International Mineral Explora…

    Read article
  • The ASX Company Beating Billion-Dollar Projects in the Lab
    MRD.AX
    Basic Materials
    Sep 17, 2026

    The ASX Company Beating Billion-Dollar Projects in the Lab

    Mount Ridley halved the reagent dose and recovery went up. Selectro™ Test 3 hit 91.8% scandium recovery at ambient conditions, on ore one-eighth the grade of the sector benchmark, and we cannot find a…

    Read article