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Evidence-led reporting across United States and Australian markets.

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Australia · Company Research

AIMS Property Securities Fund (ASX:APW) Is Trading Below NTA. The Gap Is the Story

AIMS Property Securities Fund (ASX:APW) is not a loud stock. It does not trade like a growth stock, it does not come with a clean monthly distribution story,…

Australia · Company Research

Unity Metals Is No Longer Just an IPO Story

Unity Metals Limited (ASX:UM1) came to the ASX in January with a simple promise: raise money, drill Cambodian gold targets, and test whether its ground near operating mines…

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…