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• New Pacific Metals Corp (NEWP) is associated with precious metals exploration and development, particularly silver-focused themes.
• NexGen Energy (NXE) is a uranium-focused development company whose profile is tied to the outlook for nuclear fuel.
• NioCorp Developments Ltd (NB) is associated with critical minerals development, including niobium and related materials.
• NRW Holdings Ltd (NRWWF) is a diversified contracting and mining-services group whose fortunes are linked to mining and infrastructure activity.
• Steel demand and infrastructure spending are among the key themes tied to the stock.
• Steel cycles tied to construction, infrastructure, and manufacturing shape much of the discussion around the name.
• RBC Bearings Inc (RBC) operates in precision engineered products that serve industrial and aerospace end markets.
• Rio Tinto PLC (RIO) is one of the largest diversified mining groups, giving it exposure across several industrial metals.
• IperionX Ltd (IPX) is positioned around titanium production and critical materials, a theme that continues to attract market attention.
• IsoEnergy Ltd (Pre-Reincorporation) (ISOU) is associated with the uranium exploration and development space, an area shaped by evolving energy narratives.
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