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…
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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…
Australia · Company Research
EOS Is No Longer Just a Turnaround Story
The story around Electro Optic Systems Holdings Ltd (ASX:EOS) has changed quickly. A year ago, the defence technology group was still carrying the weight of a turnaround. Now…
Australia · Company Research
OD6 Metals’ Quinn Fluorspar Bet Is Starting to Look Like a Different Story
OD6 Metals Ltd (ASX:OD6) has spent much of 2026 turning Quinn Fluorspar from an option agreement into the centre of its critical minerals pitch. The latest update adds…
Australia · Company Research
Coda Minerals Has Fresh Cash. Now Elizabeth Creek Has to Do the Work
A capital raising is never the full story for a junior resources company. It is the receipt for the story management wants to tell next. For Coda Minerals…
Australia · Company Research
Pure Foods Tasmania’s Quiet Turnaround Now Has a Costco Test
Small food companies usually do not get many second acts. Pure Foods Tasmania Ltd (ASX:PFT) is trying to write one anyway. After a difficult FY25, the Tasmanian premium…
Australia · Company Research
The old workings at Mindoolah are suddenly KRR’s main event
King River Resources Ltd (ASX:KRR) has spent the past few months changing the centre of gravity in its gold story. The company exercised its option to acquire the…
Australia · Company Research
Acrow (ASX: ACF) Raises A$70m for Two Deals: Smart Growth Move or Dilution Risk?
Acrow Limited (ASX: ACF) has announced a A$70 million capital raising to fund two acquisitions and reduce debt. The move is designed to lift future revenue and earnings,…
Australia · Company Research
Xero (ASX:XRO) and WiseTech (ASX:WTC) Shares Fall as ASX Tech Stocks Come Under Pressure
Xero (ASX:XRO) and WiseTech Global (ASX:WTC) were among the ASX technology names under pressure as investors reassessed growth-stock valuations. The weakness was not only about these two companies.…
Australia · Company Research
Alfabs Australia’s FY27 Setup Now Carries the Story
Alfabs Australia Limited (ASX:AAL) is not giving investors a clean little growth story. It is giving them something messier, and probably more interesting: a business that has spent…
Australia · Company Research
InVert Graphite Bets on Processing, Not Just the Ground
InVert Graphite (ASX:IVG) is trying to make the market look at it differently. Until this week, the cleaner version of the story was easy enough to understand. InVert…
