Dalrymple Bay Infrastructure (ASX:DBI) is often misunderstood. It is not a coal company and it does not behave like one. It is a regulated, inflation‑linked toll road for coal exports, collecting fees whether or not a tonne moves across the wharf. In a year defined by geopolitical shocks and volatile commodity markets, that distinction has…
It is that time of year again when Amazon releases its annual shareholder letter (along with the 1997 letter all over again) and the bottom line was that Amazon is making returns from AI - real returns, $15bn in a quarter to be exact! In our view, that number reframes both Amazon’s trajectory and the…
A handful of ASX Stocks Benefit From the NDIS, but could lose if a long-cried for crackdown actually happens. We're not saying they'll go out of business, but the gravy train might slow down.
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The explosion of the NDIS
What began as…
CrowdStrike (NDQ:CRWD) has evolved well beyond its origins as an endpoint security vendor. The 15-year old Texan company now functions as a de facto operating system for enterprise threat defence, a position that matters more as AI expands the attack surface faster than human teams can respond. The Falcon platform’s ARR-driven model, expanding module footprint,…
The latest update from Orora (ASX:ORA) is a reminder that even the most “defensive” industrial businesses are not immune to global disruption; but equally, that quality operators can absorb shocks without breaking stride.For context, Orora is a packaging manufacturer specialising in glass bottles and aluminium cans, supplying beverage companies across Australia, North America and Europe.…
Environmental Clean Technologies (ASX:ECT): Can The Technology That Re-Rated Metallium Strike Again?
Environmental Clean Technologies (ASX:ECT) is looking to profit from Rice University’s Flash Joule Heating (FJH) just like Metallium. The difference is while Metallium's focus was metals recycling, ECT is focused on PFAS contamination - a problem that could turn out to be as bad as asbestos.The thesis is that FJH does not just move, concentrate…
Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
Kingsgate Consolidated (ASX: KCN) delivered a 344% share price gain in CY25, representing the second‑strongest performance among ASX All Ordinaries stocks with a focus on gold. Returns of that magnitude usually generate two reactions: satisfaction from those who held the stock, and the assumption from others that the opportunity has already passed. The current environment…
One of the world's most famous and successful investors has declared that World War 3 is already here. And it is none other than Ray Dalio, someone who has spent more than five decades making macroeconomic calls and built Bridgewater Associates into the world’s largest hedge fund.When he publishes a long-form argument that we are…
Imagine having a crystal ball in 2016 and seeing the state that ASX REITs in 2026 would be in. You couldn't imagine investing a cent in it! Well, at least in any ETF tracking the space. Certain individual companies may be a different story.But the top and bottom line is the same. The space is…
