Viking Mines surged after a standout tungsten result
Viking Mines (ASX: VKA) surged 200% this week after announcing a remarkable metallurgical result at its tungsten project. The result grabbed headlines, but the bigger story runs much deeper than one stock move. China has effectively locked down its tungsten supply through export controls that began in…
ASX uranium stocks are back in focus as the cycle builds
ASX uranium stocks are back in the spotlight, and this time the interest feels more grounded than the speculative frenzy of 2007. Shaw and Partners has called for uranium to reach US$200 per pound, a bold forecast that reflects a real shift in how…
Deep Yellow’s sell-off may deserve a second look
Deep Yellow (ASX: DYL) shares sold off sharply after the company reported a net loss of A$7.78 million for the first half of FY2026, alongside the announcement of a CEO transition. On the surface, it looks like bad news on top of bad news. But we believe…
ASX mining stocks face a mixed outlook as China slows
China just announced its lowest GDP growth target since 1991, setting the 2026 goal at 4.5% to 5%. Around the same time, China's state-backed iron ore buyer escalated purchase restrictions on BHP (ASX: BHP) cargoes. When news like this lands, the instinct for many investors…
ASX coal stocks in focus as thermal coal demand rises
Oil got all the headlines. Coal is getting all the upside. When Iranian strikes knocked out Qatar's LNG production last week, European gas prices surged 50 per cent almost overnight. That sent power generators scrambling for alternatives, and thermal coal is the fastest, cheapest substitute…
ASX REITs slide as rate hike fears return
Everyone sold Qantas when the Iran war broke out. Smart money is watching something completely different. The sector taking one of the most painful hits this week is not airlines, not energy, and not tourism. It is ASX REITs. Property trusts were already fragile heading into this…
Endeavour Group (ASX:EDV) Posts Record A$6.7bn Sales But Profit Falls 17%- Buy the Dip or Stay Away?
Endeavour Group profit drops: buy the dip or stay away?
Endeavour Group (ASX: EDV) fell 4% after releasing its first-half results, and on the surface, it is easy to see why investors sold off. Reported net profit dropped 17% to A$247 million even as group sales climbed to a record A$6.7 billion. That kind of…
Ex-dividend pullback: opportunity for investors?
BHP (ASX: BHP), Rio Tinto (ASX: RIO) and Woodside Energy (ASX: WDS) all went ex-dividend yesterday, on 5 March 2026. Investors who bought shares from that point will not receive the upcoming dividend payment. The price dip that followed was entirely predictable and mechanical, not a sign that anything is…
ASX stocks to buy and avoid as the Iran war shakes markets
The ASX 200 shrugged off the initial shock on Monday, closing flat at 9,200.9, but reality caught up fast on Tuesday. Only two of eleven sectors finished in the green, and the damage was widespread. RBA Governor Michele Bullock added fuel by warning…
European gas prices surged as much as 54 per cent this week after QatarEnergy suspended all LNG production at its Ras Laffan and Mesaieed facilities following Iranian drone strikes. Asian LNG prices jumped nearly 39 per cent. With Qatar supplying roughly 20 per cent of the world's LNG, this is the biggest disruption to global…
