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…
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Australia · Company Research
CSL Was Once the ASX’s Safe Growth Story. Now It Has to Prove It Again
For years, CSL Limited (ASX:CSL) enjoyed the rarest status on the ASX: a growth company that also felt defensive. Plasma, vaccines, rare diseases, global scale, high barriers to…
Australia · Company Research
Deep Yellow’s uranium story is now about timing, not discovery
Deep Yellow Limited (ASX:DYL) is not short of uranium. That is not the interesting part of the story anymore. The company has spent years building one of the…
Australia · Company Research
Why SkyCity (ASX:SKC) Shares Jumped Despite an A$21m Regulatory Fine
SkyCity Entertainment’s (ASX:SKC) ASX-listed shares jumped on Friday after the company announced a proposed settlement for long-running regulatory matters linked to its Adelaide casino. Even though the settlement…
Australia · Company Research
IDP Education (ASX:IEL) Announces A$50m Buyback After A$122m Earnings Update
IDP Education (ASX:IEL) has given investors a fresh update, announcing expected FY26 adjusted EBIT of around A$122 million and an on-market share buyback of up to A$50 million.…
Australia · Market Analysis
ASX 200 Falls From Two-Month High as Mining Giants Drag Market Lower
The ASX 200 ended Friday in the red after a sharp sell-off in mining stocks weighed on the market. The index had touched a two-month high earlier in…
Australia · Company Research
Electro Optic Systems (ASX:EOS) shares rocket on US$124m order and UAE laser weapons deal
Electro Optic Systems Holdings Ltd (ASX: EOS) shares jumped sharply on Friday after investors reacted to a major new counter-drone order and a proposed defence partnership in the…
Australia · Market Analysis
Why the BHP (ASX:BHP) share price crashed today as US$2bn Jansen blowout rocks the ASX
BHP Group Ltd (ASX: BHP) shares fell sharply on Friday after investors reacted to a major cost blowout at the company’s Jansen potash project in Canada. The update…
Australia · Company Research
Mercury NZ’s Geothermal Bet Is Turning Into the Main Story
Mercury NZ (ASX:MCY) is starting to look less like a quiet utility and more like a company trying to build the firm renewable backbone of New Zealand’s electricity…
Australia · Company Research
Zip Co’s next test is bigger than buy now, pay later
Zip Co Ltd (ASX:ZIP) has already had its recovery story. The harder part starts now. The buy now, pay later group has spent the past two years proving…
Australia · Company Research
Lindian Resources Is Trying to Become More Than a Rare Earths Miner
The Lindian Resources (ASX:LIN) story has changed shape. For a long time, it was easy to describe Lindian as a rare earths developer with one main question in…
Australia · Company Research
Meridian Energy’s Winter Setup Looks Very Different From Last Year
The weather has given Meridian Energy (ASX:MEZ) a cleaner story than it had a year ago. That does not make the story simple. New Zealand’s largest renewable electricity…
