Dyno Nobel Sinks After Phosphate Hill Sale
Dyno Nobel (ASX: DNL) fell 9.73% on Monday after confirming the sale of its Phosphate Hill fertiliser operation to Mayfair Australia Corporation for just A$1, alongside a A$125.9 million rehabilitation contribution. On the surface, that sounds like a terrible deal. In practice, it is the final step in…
Pro Medicus Dips Despite Strong Renewals
Pro Medicus (ASX: PME) slipped around 1% on Monday despite announcing approximately A$40m in US contract renewals, including an expanded deal with MedStar Health and a third renewal from imaging group Zwanger-Pesiri at higher per-transaction fees. The pullback has nothing to do with the business itself. It is a…
ASX Stocks to Buy After the Oil Shock
The ASX 200 fell as much as 4.4% intraday before closing 2.85% lower at 8,599, its worst session in nearly a year, with A$95 billion erased in one day. The trigger was an oil price surge of 35% in a week, driven by fears that escalating Middle…
ASX stocks are in focus ahead of the Pentagon’s March 20 deadline
The US Department of Defence has set a March 20 submission deadline for critical minerals supply proposals, seeking secure sources for 13 strategic materials, including arsenic, bismuth, graphite, tungsten, germanium, nickel, vanadium, and zirconium. For ASX investors, this is not background noise. Australia…
Santos is rising on oil prices, but the CEO's sale adds caution
Santos (ASX: STO) has been one of the standout performers on the ASX in 2026, with shares up more than 20% year to date. Then on 2 March, the stock surged another 7.8% in a single session after US and Israeli strikes on…
ASX index changes could lift selected stocks before March 23
S&P Dow Jones Indices announced its quarterly ASX Index rebalance on Friday, with changes taking effect before the March 23 open. In practice, that means the peak of ETF and passive fund buying will concentrate in the closing auction on Friday, March 20. The reshuffle…
ASX bank stocks are in focus ahead of the RBA’s March 17 decision
The RBA surprised nobody when it hiked rates to 3.85% in February, the first increase since 2023. Most investors assumed the next move would not come until May. Then Governor Michele Bullock took the stage at the AFR Business Summit on March…
Viking Mines Surges 200% After 16x Tungsten Grade Result: Buy the Breakout or Wait for the Pullback?
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…
