Cutting Through the Noise

How Resources Companies Should Be Communicating with Investors Right Now. Our Top 3 Investor Essentials for ASX-Listed Resources Companies

For ASX-listed mining, energy, and critical minerals companies, the challenge isn’t just in building great projects, it’s in communicating them clearly, credibly, and consistently.

Markets are selective. Capital is cautious. Attention spans are short.

At NarratIR, we work closely with emerging and established players across the resources sector. And while every business is different, there are three common threads that separate those who gain investor traction from those who stall.

1. Be Clear About Where You’re Going—And Where You Are Now

Investors don’t expect overnight success. But they do expect clarity.

Exploration updates, drilling results, metallurgical testwork, permitting milestones, these matter. But what matters more is helping investors connect the dots. Where are you in the lifecycle? What have you just achieved? What’s next, and when?

Our advice:

• Break it down. Replace jargon with plain-English milestones.

• Use visual tools—timelines, maps, Gantt charts—to help bring progress to life.

• Be honest about challenges, but show you’re moving forward.

What investors want to feel: “This company knows where it’s headed—and they’re ticking the boxes.”

2. Don’t Just Say You’re “World-Class”—Prove What Makes You Different

It’s not enough to say you’ve got a tier-one asset or battery-grade ore. Everyone’s saying that.

What really sets you apart? Is it grade? Location? ESG profile? Government backing? Existing infrastructure? Strategic offtake interest?

Strong IR highlights the right differentiators:

• Proximity to critical minerals supply chains or end-users.

• Clean metallurgy or low capital intensity.

• The fact you’ve already partnered with credible names.

What investors are thinking: “Okay—this isn’t just another explorer. There’s substance here.”

3. Address the Funding Question—Upfront

Every serious investor will ask it: how are you going to fund the next stage?

If you’re cashed-up, say so. If you’re raising soon, be upfront. If you’ve secured a cornerstone investor or entered into a strategic financing agreement—this is news worth sharing.

A few tips:

• Avoid vague phrases like “well capitalised” explain what runway you have.

• Link funding to delivery: “This raise gets us to PFS completion by Q1.”

• Share your bigger vision but anchor it in real numbers.

Investor instinct: “They’ve thought this through—and I can see how my capital fits into the picture.”

Final Thought: Confidence Comes From Consistency

You don’t have to dazzle with every update. But you do need to show up. Stay visible. Keep investors informed—even when things don’t go to plan. That’s how trust is built over time.

At NarratIR, we help listed companies tell their story with polish, pace and credibility—so the right investors lean in.

Want to level up your IR strategy? Let’s chat.