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…
The prospect of a 25% gas export tax has generated more political heat than analytical light. Opposition Leader Angus Taylor yesterday claimed it would "end the industry" and halt investment.
In our view that is a step too far: Saying it is catastrophic. Nonetheless it would impact gas companies, even if it would depend on how…
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…
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…
After several years of advancing DMX-200/Qytovra, Dimerix is entering the most consequential chapter of its life. The upcoming blinded statistical powering analysis for ACTION3 is the moment where all of that groundwork will likely pay off.
Dimerix has been advancing DMX-200/Qytovra for several years
DMX-200 is a targeted anti‑inflammatory therapy designed to block the CCR2 pathway…
Amaero (ASX:3DA) has spent the better part of a decade building capability in titanium and refractory metal powders, refining a production technology that delivers yields the industry once assumed were unattainable, and embedding itself inside the US defence manufacturing industry.
The geopolitical shock of the Iran conflict has simply accelerated the timeline. What was already a…
Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
Big Four Bank Investors may think they've seen the 'Mortgage Wars' all before and they're no big deal. After all: Aren't the banks always competing hard for borrowers whatever interest rates do? Yes, but the mortgage wars of 2022-23 were not called 'wars' for no reason. ANZ's resurrection of cashback retention payments, Westpac's latest fixed-rate…
After a decade of delays, a A$250m write-off, regulatory lawsuits, and a CEO departure, Release 1 of the ASX's CHESS system went live this morning. It is a genuinely significant milestone.
For a project that first entered planning in 2016, burnt through one vendor, wrote off a quarter of a billion dollars, attracted ASIC litigation, and…
Omni Bridgeway (ASX:OBL) occupies one of the most unusual niches in global capital markets. It is not a law firm, nor a traditional investment manager, nor a credit provider in the conventional sense. Instead, it sits at the intersection of legal process, capital allocation, and risk underwriting. The company funds litigation and arbitration claims in…
