EML Payments (ASX:EML) investors who have held shares for the last 5 years have lost 90% of their money and today capped off that long-term decline. In April 2021, the company hit all time highs, but the CBI regulatory shock that came in May of that year changed everything. Since then, the company has promised…
A2 Milk investors sent shares down over 15% off the back of a negative trading update.
Despite reporting strong underlying demand across its infant milk formula (IMF) portfolio in China, the company disclosed a series of supply chain constraints that will materially affect fourth‑quarter sales, margins, and cash conversion.
The irony is that demand was not an…
Many investors may prefer stock market sectors with high margins over those with low margins. Profit margins are one of the simplest signals investors reach for when assessing business quality, yet they are also one of the most frequently misread.
It is tempting to treat margins as a scoreboard and just say high is good and…
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.
What are the Best ASX Stocks to invest in?
Check our buy/sell tips
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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,…
