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AU markets

Darvesh Singh

Research and disclosures focused exclusively on Australian markets.

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Australia · Company Research

Lakes Blue Energy has gas in the ground. The harder question is flow

Lakes Blue Energy NL (ASX:LKO) has moved into the part of a gas story where the language changes. The early words are exciting: gas shows, resource size, proximity…

Australia · Company Research

Ioneer Has the Permit. Now Comes the Harder Test.

The story has moved past the courtroom Ioneer Ltd (ASX:INR) is no longer just asking investors to believe in a lithium-boron deposit in Nevada. It is asking them…

Australia · Company Research

Fleetwood’s Reset Is Not a Small Tidy-Up

Fleetwood Limited (ASX:FWD) has made the kind of announcement that sounds administrative until the numbers start to stack up. The company is exiting RV Solutions, divesting the remaining…

Australia · Company Research

Ora Banda Mining Has Outgrown Its Old Story

Ora Banda Mining Ltd (ASX:OBM) used to be a simpler story: fix Davyhurst, lift production, prove the assets could make cash. That story has changed. The Western Australian…