BPC Research & Insights

Intelligence that moves with the market.

Access market intelligence, sector insights and listed company research from Barclay Pearce Capital.

Our Research & Insights library delivers thematic reports and focused company deep-dives covering the catalysts, market themes and opportunities that sophisticated capital is paying attention to.

Intelligence that moves with the market.

Our Research & Insights library delivers thematic reports and focused company deep-dives covering the catalysts, market themes and opportunities that sophisticated capital is paying attention to.

Access market intelligence, sector insights and listed company research from Barclay Pearce Capital.

Initiation of Coverage

Austral Resources (ASX: AR1): Meeting the Next Copper Titan

Austral Resources (ASX: AR1) is a copper-focused producer and developer operating in the established Mt Isa-Cloncurry mining district of Northwest Queensland.

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BPC Desk Note

White Cliff Minerals (ASX:WCN, OTCQB:WCLMF): Unearthing the Heart of Canadian Copper

Finance | 19 Aug 2026

White Cliff Minerals (ASX: WCN, OTCQB: WCMLF) is a junior explorer focused on copper exploration in Nunavut, Canada. The company is concentrating resources on its flagship ‘Rae’ Copper Project with the recent divestment of non-core assets.

Harmoney Corp Limited (ASX:HMY): Strong Guidance in a Sleepy Market

Finance | 19 Aug 2026

Harmoney Corp (ASX:HMY) is a digital consumer lender providing secured and unsecured personal loans across Australia and New Zealand. Rarely do we see the management team of a micro-cap publicly guide (and re-affirm) investors to more than doubling their net profit – yet that’s exactly what Harmoney has done.

Neurotech International Limited (ASX:NTI): New World Treatment, Real World Licensing

Healthcare | 31 Jul 2026

Neurotech International Limited (ASX: NTI) is a clinical-stage biopharmaceutical company focused on developing NTI164, a broad-spectrum oral cannabinoid therapy for paediatric neurological disorders.

BPC Research Report

LTR Pharma: Partnerships Seure. US Commercialisation Begins

Metals & Mining

LTR Pharma (ASX: LTP) is a commercial stage pharmaceutical company focused on repurposing established therapeutics to address unmet medical needs. By leveraging proven active ingredients alongside differentiated delivery technologies, the company aims to develop therapies that offer faster onset, improved patient experience, and enhanced clinical utility.

Step into Value with Optionality on Growth

Consumer Discretionary

BPC is pleased to initiate a BUY recommendation on Step One Clothing (ASX:STP). This historically fast-growing, cash-generating D2C retailer specialising in sustainably made bamboo underwear has been sold off after navigating a tough retail environment in FY25, with growth and profitability under pressure. Our research suggests that STP has been oversold and investors can gain ownership at very attractive levels. Furthermore, with the monetary cycle easing, the stock is offering a free option on renewed growth in the future, which could see material capital appreciation.

Gold's Stellar 2024 Performance & Bullish Momentum for 2025

Metals & Mining

Gold emerged as one of the best asset classes in 2024 with its strongest annual performance in over a decade, rising 27%. This rally has been driven by a combination of central bank and investor demand, lower real yields, and heightened geopolitical risks. As the global economy enters a new phase shaped by protectionist trade policies, potential tariffs, and geopolitical uncertainty under a renewed Trump administration, the case for gold as a safe-haven investment remains robust.

Research built for clarity

BPC Research provides desk notes, company deep-dives and thematic market insights designed to help investors assess opportunities with greater clarity. We focus on the data, drivers and context behind the opportunity so investors can look beyond the noise.

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