Aggregate Reinsurance Arrangement
Suncorp’s (ASX:SUN) $2.4bn Aggregate Reinsurance Arrangement Was Well Received By Investors!
Suncorp’s announcement of a new 5‑year aggregate reinsurance arrangement lands at a moment when the group has already undergone one of the most significant strategic resets in its modern history. The business that once balanced general insurance with a low‑return retail bank has, over the past three years, reshaped itself into a more focused, more predictable…
US Marijuana Rescheduling
US Marijuana Rescheduling: What The Biggest Change in 50 Years Could Mean for ASX Pot Stocks!
The imminent US Marijuana Rescheduling begs the question: Is it really different this time for ASX pot stocks? In one sense, perhaps it is, because it is undoubtedly the most significant policy signal in more than 50 years. But in the other, there's no promise it'll lead to anything, as recent history has shown. What's Happening…
ASX Confession Season
ASX Confession Season Is In Full Swing! Which Stocks Could Follow Cochlear In Downgrading Guidance?
ASX Confession Season got into full swing yesterday with Cochlear's guidance downgrade that saw over $4bn in shareholder value wiped out. It is that time that happens every year - a period that fund managers dread and short sellers quietly anticipate. It has no official name on the ASX calendar, no regulatory trigger, and no…
shares in cochlear
Shares In Cochlear (ASX:COH) Plunge Over 35% As FY26 Guidance Is Slashed By Nearly A Third! Is It A Buy The Dip Opportunity?
If you own shares in Cochlear (ASX:COH), you had a pretty bad morning. The company delivered one of the most significant earnings guidance downgrades in its listed history this morning, cutting its FY26 underlying net profit guidance to A$290–330m from a previously disclosed range of A$435–460m. The revision (a reduction of roughly 30% at the…
Small Cap ASX Lenders
Small Cap ASX Lenders Deliver Quarterly Updates: MoneyMe, Harmoney and Plenti Show Momentum as Big Banks Shift Strategy
Australia's three listed small cap ASX lenders — MoneyMe (ASX:MME), Harmoney (ASX:HMY) and Plenti (ASX:PLT); each released quarterly trading updates to the market today, providing a timely window into the health of the non-bank lending sector. Taken together, the releases tell a consistent story. These companies are carving out positions that the major institutions appear either…
Black Cat Syndicate
Black Cat Syndicate (ASX:BC8): From Funded Developer to Multi-Asset Gold Producer — What’s Next?
When we last wrote about Black Cat Syndicate (ASX:BC8) in December 2023, the company had just secured a A$60m equity investment from Chinese industry investors — a pivotal moment for a developer that had spent years assembling a multi-asset gold portfolio in Western Australia. Since then, BC8 has graduated from developer to producer, achieved first…
John Ternus
Apple’s New Era: What the Tim Cook to John Ternus Transition Means for the World’s Most Scrutinised Company
Apple (NASDAQ: AAPL) has confirmed that Tim Cook will step down as chief executive officer on September 1 2026, transitioning to executive chairman, with hardware engineering chief John Ternus taking the top job. The move follows a unanimously board‑approved succession process and closes one of the most consequential CEO tenures in corporate history. Ternus is an…
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