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Telstra shares
Telstra shares are at a 10-year high and the company is at an exciting point in its history
Last time we wrote about Telstra shares, it was in mid-FY24 and the company was under pressure. But 15 months on, things have improved with a strong FY25 and the company telling investors to expect the rest of the 2020s to deliver the goods. The company has never reached highs seen in 2015 since then,…
Vertex Pharmaceuticals
Vertex Pharmaceuticals (NDQ:VRTX): Another >US$100bn biotech that is facing the cliff like its peers, but might be safer
$100bn biotechs like Vertex Pharmaceuticals (NDQ:VRTX) typically get to their position through 'blockbuster drugs' with periods of market exclusivity, which eventually come to an end and cause revenues to fall as cheaper biosimilars come onto the market. The average biotech is facing a loss of revenue of 38%. Of course, some are higher (i.e. Amgen…
South32
South32 (ASX:S32): Is it the dark horse amongst ASX 200 miners or have cyclones and commodity prices hit it too hard?
South32 (ASX:S32) began life as a spinoff from BHP back in 2015, capitalised at $9bn. In mid-October 2025, it is capped at $14bn - not a bad effort considering spin-off companies can sometimes underperform. Just ask Falcon Minerals (ASX:FAL) and Minerals260 (ASX:260), which came out of Chalice and Liontown respectively. However, shares have been volatile, well…
Australia US Critical Minerals Deal
The Australia US Critical Minerals Deal is Done, and these 6 ASX stocks are set to share in US$2.2bn in US financing!
The Australia US Critical Minerals Deal is officially a thing. The countries have signed an agreement to speed up investment in critical materials projects. The purpose is to boost supplies of those materials to counter China's dominance of the market. The governments will spend more than US$3bn together in the next 3 months, and the US…
patent cliff
There’s a US$180bn Biotech Patent Cliff coming! Here’s why it could spell doom for large caps, but a generational opportunity for small caps
There's a Biotech Patent Cliff coming over the next decade! Investors aren't giving this much attention, but we think they should because it could cause substantial upheaval in the biotech sector. What are the Best ASX Life Sciences Stocks to invest in right now? Check our buy/sell tips What is this 'patent cliff'? A patent cliff in…
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