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Ujjwal Maheshwari

311 articles published

Mining Stocks

Arafura (ASX: ARU) $571m Cash, Nolans Now Trades on FID

Arafura Rare Earths (ASX: ARU) hinges near-term funding and FID risk at its Nolans Project versus the longer-term value of a fully permitted, integrated rare earths asset with binding offtakes, more than US$1bn of debt support assembled and A$571m of cash on hand at 31 December 2025. The latest updates show Nolans is edging closer to…

ByUjjwal MaheshwariApril 2, 20260Comments

Mining Stocks

AIC Mines needs Jericho delivery to unlock a larger Eloise

AIC Mines (ASX: A1M) has increased combined Eloise Project Ore Reserves by 14% to 10.2Mt and pushed Jericho underground development ahead of schedule, but the investment case still turns on whether those stronger reserves can be converted into timely, cost-controlled production through the expanded 1.1Mtpa Eloise plant. That is the core trade-off in the stock today:…

ByUjjwal MaheshwariApril 2, 20260Comments

Tech Stocks Technology

Acrow’s $256m pipeline now must translate into cleaner earnings

Acrow (ASX:ACF) investment case comes down to whether its record $256.0m hire revenue pipeline and unprecedented Jumpform and Screens order books can outweigh the near-term drag from softer first-half margins and elevated debt after growth capex. That tension sharpened on 1 April when management confirmed FY26 guidance of $315m to $325m in revenue and $80m…

ByUjjwal MaheshwariApril 2, 20260Comments

Tech Stocks Technology Uncategorized

Actinogen Medical now has cash to reach its pivotal Alzheimer’s readout

Actinogen Medical (ASX:ACW) investment case is a simple trade-off between funding and execution risk over the next seven months and the potential value of Xanamem if its pivotal XanaMIA Alzheimer’s trial delivers in November 2026. That tension eased materially after the company raised $16.8m in February, lifting pro forma cash to about $29.5m and extending…

ByUjjwal MaheshwariApril 2, 20260Comments

Coal Stocks Cobalt Stocks Copper Stocks Gold Stocks Graphite Stocks Iron Ore Stocks Lithium Stocks Mining Stocks Nickel Stocks Oil and Gas Stocks Palladium Stocks Rare Earths Stocks Silver stocks Uranium Stocks Vanadium Stocks

JORC Resources: Here’s What’s Crucial For Investors to Know Before Investing

Investors will often hear of JORC Resources or a JORC Code and may think companies are alluding to a mere textbook. It is a strict public reporting standard that governs how mining companies disclose exploration results, Mineral Resources, and Ore Reserves to the market. It exists to protect investors by ensuring statements about a deposit’s size…

ByUjjwal MaheshwariFebruary 17, 20260Comments

Uncategorized

Candlestick Patterns Every Trader Should Know

The skill to interpret price charts is a vital requirement for every serious market participant. To master it, you must look beyond the surface of the screen. Charts do not just show numbers. They show the collective will of thousands of people. How Can You Read the Anatomy of a Candle? You must understand the…

ByUjjwal MaheshwariFebruary 10, 20260Comments

Uncategorized

Why Online Casinos Like Royal Reels Outperform Traditional Gaming Stocks in 2025?

By 2025, the performance gap between online gaming platforms and traditional gaming stocks has become harder to ignore. While land-based casino operators and lottery businesses still generate large, stable revenues, their growth profiles increasingly look constrained compared to digital-first iGaming models. For Australian investors, this raises a practical question. Where does the next leg of…

ByUjjwal MaheshwariJanuary 1, 20260Comments

Blue Chip Stocks Financials Large Caps Tech Stocks Technology

Computershare (ASX:CPU): The Unsung Hero of Market Infrastructure

Although Computershare (ASX:CPU) may not be a name that immediately comes to mind when discussing the big names of the stock market (i.e. the big banks or miners), it has long been deeply entwined in the infrastructure behind the scenes supporting capital markets. It is an unsung hero keeping the monetary system moving safely and…

ByUjjwal MaheshwariDecember 23, 20250Comments

Blue Chip Stocks Industrials International Stocks Mid Cap Stocks

Brambles (ASX: BXB): Withstanding The Impacts of Trump’s Tariffs (For Now)

Brambles (ASX: BXB) has significantly outperformed the ASX 200 in the past year, gaining nearly 20% even with the drop during the furore over Trump's tariffs. As a company worth over $30bn that operates across approximately 60 countries worldwide, with its business heavily tied to global trade flows, it is sensitive to tariffs and geopolitical changes…

ByUjjwal MaheshwariDecember 17, 20250Comments

Copper Stocks Mining Stocks

Copper Shares Are the Next Big Opportunity on the ASX

Any element other than gold isn't hot with investors right now, but we think copper shares are the next big commodity investment opportunity on the ASX, and current prices could present the perfect timing. This is not just any metal - we are talking about one of the strongest conductors in the periodic table and one…

ByUjjwal MaheshwariOctober 7, 20250Comments