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:…
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…
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…
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…
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…
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…
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…
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…
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…
Back in February 2024, Super Retail (ASX: SUL) reached an all time high after declaring it had new 'record' in sales, raking in about $2.02bn in 1H24. A lot has gone on since then including a 'confession' during confession season and the 'messy' departure of its CEO, but the company's shares are only down 6%…
