https://www.goldrockcapital.com.au/analysis-notes daily 0.75 2026-01-24 https://www.goldrockcapital.com.au/analysis-notes/develop-global-is-no-longer-a-speculative-bet monthly 0.5 2026-01-24 https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/b1d97106-8c2f-449b-84aa-53aa56eb0448/DVP+Dashboard.PNG Analysis Notes - Develop Global (ASX:DVP): still valued like a developer, priced below sum-of-the-parts - Make it stand out Develop Global (ASX:DVP): Valuation Dashboard https://www.goldrockcapital.com.au/analysis-notes/boss-energy-reframing-value-after-the-honeymoon-review monthly 0.5 2026-01-12 https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/b11f162b-0409-4cc0-b008-bbfc94f9e1c0/Boss+Model+Summary.PNG Analysis Notes - Boss Energy: Reframing Value After the Honeymoon Review - Make it stand out Model Extract 1: T1 Model Summary https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/119ebc91-e03f-4975-8ffa-0d7df67192f2/Boss+honeymoon+1.PNG Analysis Notes - Boss Energy: Reframing Value After the Honeymoon Review - Make it stand out Model Extract 2: Honeymoon U308 Valuation https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/090b03b1-cb93-4a67-827e-a73b943427cb/Boss+honeymoon+2.PNG Analysis Notes - Boss Energy: Reframing Value After the Honeymoon Review - Make it stand out Model Extract 3: Honeymoon U308 Valuation https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/90405826-a51f-4ce6-9f0c-71d6e9f1e493/Boss+Alta+Mesa+1.PNG Analysis Notes - Boss Energy: Reframing Value After the Honeymoon Review - Make it stand out Model Extract 4: Alta Mesa U308 Valuation https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/af3b96b2-2bb9-4775-81a7-6e1a8e96b38d/Boss+Exploration.PNG Analysis Notes - Boss Energy: Reframing Value After the Honeymoon Review - Make it stand out Model Extract 5: Alta Mesa U308 Valuation https://www.goldrockcapital.com.au/analysis-notes/woodlawn-a-simple-way-to-own-zinc-with-copper-as-a-bonus monthly 0.5 2025-11-16 https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/2327d591-0d2c-4187-83db-0d7ade1de5a1/Slide2.JPG Analysis Notes - Woodlawn: a simple way to own zinc, with copper as a bonus - Make it stand out Image 1: Zinc Demand Drivers (1/2) https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/b5709365-4b89-4ce8-9669-ee3edeb4a98f/Slide3.JPG Analysis Notes - Woodlawn: a simple way to own zinc, with copper as a bonus - Make it stand out Image 2: Zinc Demand Drivers (2/2) https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/5c84b786-12cf-4548-97c8-ef5e88f2adb1/DVP+Woodlawn+Valuation.jpg Analysis Notes - Woodlawn: a simple way to own zinc, with copper as a bonus - Make it stand out Image 3: HSBC Zinc/Supply and Demand Forecast https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/0e940efd-6154-4277-ac0c-17af852cd36d/Screenshot+2025-11-16+212137.png Analysis Notes - Woodlawn: a simple way to own zinc, with copper as a bonus - Make it stand out Image 4: Revenue Model Extract (1/3) https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/67fe2cc3-4872-4c7c-af95-72a231af12af/Screenshot+2025-11-16+212254.png Analysis Notes - Woodlawn: a simple way to own zinc, with copper as a bonus - Make it stand out Image 5: Revenue Model Extract (2/3) https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/370bf19f-5067-48e0-8980-c1510952743d/Screenshot+2025-11-16+212356.png Analysis Notes - Woodlawn: a simple way to own zinc, with copper as a bonus - Make it stand out Image 6: Revenue Model Extract (3/3) https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/fd021bed-d947-44b5-a980-674fa41a6a1e/Screenshot+2025-11-16+212623.png Analysis Notes - Woodlawn: a simple way to own zinc, with copper as a bonus - Make it stand out Image 7: Cost Model Extract https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/f7a9f685-32e1-4cc7-a3f9-6673126c3bfd/Slide4.JPG Analysis Notes - Woodlawn: a simple way to own zinc, with copper as a bonus - Make it stand out Image 8: Zinc Cost Curve 2025 (Non-exhaustive) https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/6f7f91a5-08ce-40d6-8c4a-a5f6e4e95cc1/Slide1.JPG Analysis Notes - Woodlawn: a simple way to own zinc, with copper as a bonus - Make it stand out Image 9: Woodlawn NAV Comparison https://www.goldrockcapital.com.au/analysis-notes/screening-for-value-in-asx-resources-and-energy monthly 0.5 2025-09-13 https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/c3b0a54f-71ac-4aeb-9653-8889ed3abe86/Slide1.JPG Analysis Notes - Screening for Value in ASX Resources and Energy - Make it stand out Chart 1: Where Analysts See upside in ASX Resources & Energy https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/35dbcc74-1000-469a-9f8a-5614d180c9dc/Slide2.JPG Analysis Notes - Screening for Value in ASX Resources and Energy - Make it stand out Chart 2: Consensus Upside Rankings - ASX Resources & Energy https://www.goldrockcapital.com.au/analysis-notes/mineral-resources-re-rated-nav-upgraded-but-is-the-upside-now-capped monthly 0.5 2025-09-13 https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/12802668-82a8-415e-8a0c-9d74f41b4851/Slide1.JPG Analysis Notes - Mineral Resources Re-Rated: NAV Upgraded, But Is the Upside Now Capped - Make it stand out Mineral Resources Valuation - SOTP NAV Analysis https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/ddbba1ea-a033-4011-9784-8bcf80436446/Slide2.JPG Analysis Notes - Mineral Resources Re-Rated: NAV Upgraded, But Is the Upside Now Capped - Make it stand out Mineral Resources Valuation Change since last Forecast https://www.goldrockcapital.com.au/analysis-notes/when-the-market-caught-up-to-the-model-our-santos-call-explained monthly 0.5 2025-09-13 https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/8e724c97-ee85-4af3-8717-98f1d9423476/Slide1.JPG Analysis Notes - When the Market Caught Up to the Model: Our Santos Call Explained - Make it stand out Santos NAV vs. Share Price vs. Takeover Offer https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/19e4e19e-a895-4c21-9efb-c50ab0afbb39/Slide2.JPG Analysis Notes - When the Market Caught Up to the Model: Our Santos Call Explained - Make it stand out Santos Valuation - SOTP NAV Analysis https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/d077acaa-be35-481f-b6fa-7ede427e9216/Slide3.JPG Analysis Notes - When the Market Caught Up to the Model: Our Santos Call Explained - Make it stand out Santos Production Mix https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/0f7eb319-9ffe-4705-823f-04d113739a2e/Slide4.JPG Analysis Notes - When the Market Caught Up to the Model: Our Santos Call Explained - Make it stand out Commodity Price Forecasts https://www.goldrockcapital.com.au/analysis-notes/should-wodgina-shut monthly 0.5 2025-09-13 https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/2e186651-8c63-473d-aea8-9605721358c2/20250609_Updated+Mineral+Resources+Shut+or+Close+Edition+v.1_Page_1.jpg Analysis Notes - Should Wodgina Shut? - Make it stand out Price at Which MinRes Will Close Wodgina https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/1b7c5f40-1d84-437c-af28-8082977d801a/20250609_Updated+Mineral+Resources+Shut+or+Close+Edition+v.1_Page_2.jpg Analysis Notes - Should Wodgina Shut? - Make it stand out Minres Margin per tonne of SC6 at Current Prices https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/b6671cd3-b42b-42ee-bcfb-85c504d1b043/20250609_Updated+Mineral+Resources+Shut+or+Close+Edition+v.1_Page_3.jpg Analysis Notes - Should Wodgina Shut? - Make it stand out Wodgina 12-month NPV to Minres vs SC6 Price https://www.goldrockcapital.com.au/analysis-notes/mineral-resources-asxmin-valuation monthly 0.5 2025-09-13 https://www.goldrockcapital.com.au/analysis-notes/why-the-markets-misunderstood-minres-mining-services-business monthly 0.5 2025-09-13 https://www.goldrockcapital.com.au/analysis-notes/blog-post-title-one-kzbpr monthly 0.5 2025-09-13 https://www.goldrockcapital.com.au/analysis-notes/blog-post-title-two-842lg monthly 0.5 2025-04-22 https://www.goldrockcapital.com.au/analysis-notes/tag/Chris+Ellison monthly 0.5 https://www.goldrockcapital.com.au/analysis-notes/tag/MinRES monthly 0.5 https://www.goldrockcapital.com.au/analysis-notes/tag/mineral+resources+valuation monthly 0.5 https://www.goldrockcapital.com.au/contact daily 0.75 2025-09-13 https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/1745226981265-4R42GQ2HIC72NIFIB88U/Goldrock+Capital+-+Outback https://www.goldrockcapital.com.au/about daily 0.75 2025-09-13 https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/1745219834474-7VZMP9PFOGNA5FKWYN9J/unsplash-image-gB_RcoohBko.jpg https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/1745220444096-WFB6WI9Z5XUJ7FHNX4TN/unsplash-image-e2Kh9weOyq8.jpg https://www.goldrockcapital.com.au/home daily 1.0 2025-09-01 https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/1745219351027-AMERDR13OSIXPOY7XCIA/unsplash-image-4soW9zV6jCA.jpg https://images.squarespace-cdn.com/content/v1/6804f9692446211f11d693e9/1745219656873-5Y8LJS3TSWLJ50V2KNMW/unsplash-image-kvovQCb1gfY.jpg https://www.goldrockcapital.com.au/performance-dashboard daily 0.75 2025-10-20