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Ujjwal Maheshwari

Ujjwal Maheshwari is a Sydney-based financial writer at Stocks Down Under, where he has covered ASX and forex markets for over three years. He specialises in breaking down complex market developments into clear, accessible analysis for everyday investors.

Bachelor of Commerce (Finance), University of New South Wales (UNSW)

600 articles published

News

The US-Iran Ceasefire Expires Wednesday: 5 ASX Sectors That Could Move Sharply This Week

ASX sectors could swing sharply as the US-Iran ceasefire nears its deadline The US-Iran ceasefire expires on Wednesday, April 22, and the past 48 hours have already shown how quickly markets can swing. Iran closed the Strait of Hormuz again on Saturday, Iranian gunboats fired on tankers, and US Navy forces seized an Iranian-flagged ship…

ByUjjwal MaheshwariApril 20, 20260Comments

Energy Stocks

Australia’s Fuel Crisis Deepens: 4 ASX Energy Stocks Set to Benefit From the Supply Squeeze

ASX Energy Stocks to Watch in Fuel Supply Crunch Australia's fuel supply is under serious pressure. Last Wednesday, a major fire hit Viva Energy's Geelong refinery, Australia's largest. That single plant supplies around 10 per cent of the country's fuel and more than half of Victoria's. The blaze mostly affected petrol production, and while Viva…

ByUjjwal MaheshwariApril 20, 20260Comments

Energy Stocks

Iran Closes Strait of Hormuz Again: 4 ASX Stocks to Buy and 4 to Avoid on Monday

Iran Re-Closes Hormuz: ASX Stocks to Buy and Avoid Oil markets delivered one of the wildest 48 hours in years. On Friday, WTI crude tumbled nearly 12 per cent to close at US$83.85, and Brent fell about 9 per cent to settle at US$90.38 after Iran's foreign minister announced the Strait of Hormuz, which carries…

ByUjjwal MaheshwariApril 20, 20260Comments

Energy Stocks

Viva Energy (ASX:VEA) A$2.53 trading halt lifts as Geelong fire cuts 10% of Australia’s fuel

Viva Energy Halt Ends After Geelong Refinery Fire Viva Energy (ASX:VEA) shares returned to trade this morning after four days in a halt, following the big fire at its Geelong refinery on the night of 15 April. The stock was frozen at A$2.53, having been up more than 20% for the year before the incident.…

ByUjjwal MaheshwariApril 20, 20260Comments

Industrials

NRW Holdings (ASX:NWH) Fredon Wins A$160m, Validating the A$200m Acquisition in Six Months

NRW Holdings Rises on A$160m Fredon Wins NRW Holdings (ASX:NWH) shares rose 2.18% on Friday to close at A$6.10, now up around 145% over the past 12 months. The move followed news that Fredon, NRW's subsidiary, won about A$160 million in new contracts across Australia. The real story for investors is not the contract size.…

ByUjjwal MaheshwariApril 18, 20260Comments

Energy Stocks

Amplitude Energy (ASX:AEL) Locks In 20PJ Gas Supply Deal With AGL Through 2032

Amplitude Energy signs long-term gas deal with AGL Amplitude Energy (ASX:AEL) shares jumped as much as 6% on Friday before closing up 1.45% at A$1.74 after the gas producer signed a binding long-term supply deal with AGL Energy. Under the agreement, Amplitude will sell 20 petajoules (PJ) of gas to AGL over four years, with…

ByUjjwal MaheshwariApril 18, 20260Comments

Financials

Zip Co (ASX:ZIP) upgrades FY26 EBTDA guidance to A$260m on record quarterly profit

Zip Co's Record Profit Drives FY26 Guidance Upgrade Zip Co (ASX:ZIP) shares jumped as much as 24% on Friday before closing 13.66% higher at A$2.33. The move came after the buy now, pay later (BNPL) company delivered a record third quarter and raised its full-year profit outlook. Management now expects FY26 group cash EBTDA of…

ByUjjwal MaheshwariApril 18, 20260Comments

Mining Stocks

PLS Group (ASX:PLS) Hits Record High on US$600M Notes: Buy, Hold, or Sell?

PLS Group Hits Record High: What’s Next for Investors? PLS Group (ASX:PLS), formerly known as Pilbara Minerals, extended its run to a fresh all-time high of A$6.04 on Friday, 17 April, gaining another 5.78% on the session. The catalyst was the company's successful pricing of US$600M in senior notes due 2031, upsized from the originally…

ByUjjwal MaheshwariApril 18, 20260Comments

Mining Stocks

Genesis Minerals (ASX:GMD) Production Falls 9.1% But Cash Surges 49% to A$600M

Genesis Minerals Cash Surges Despite Production Dip Genesis Minerals (ASX:GMD) shares slipped 1.5% to A$6.67 on Thursday as the market digested the production dip alongside the massive cash generation. The headline numbers look contradictory at first. Production fell 9.1% from the prior quarter. Yet the company's cash balance climbed almost A$200 million to reach A$599.9…

ByUjjwal MaheshwariApril 17, 20260Comments

Mining Stocks

Is Ora Banda (ASX:OBM) a Buy After 21% Production Jump and A$231M Cash Pile?

Ora Banda Jumps on Record Gold Output Ora Banda Mining (ASX:OBM) jumped more than 10% on 16 April after delivering its strongest quarterly result to date. The March 2026 quarter showed a 21% jump in gold production, a record cash balance of A$231.7 million, and free cash flow of A$76.3 million. For investors watching this…

ByUjjwal MaheshwariApril 17, 20260Comments

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Ujjwal Maheshwari

The US-Iran Ceasefire Expires Wednesday: 5 ASX Sectors That Could Move Sharply This Week

Australia’s Fuel Crisis Deepens: 4 ASX Energy Stocks Set to Benefit From the Supply Squeeze

Iran Closes Strait of Hormuz Again: 4 ASX Stocks to Buy and 4 to Avoid on Monday

Viva Energy (ASX:VEA) A$2.53 trading halt lifts as Geelong fire cuts 10% of Australia’s fuel

NRW Holdings (ASX:NWH) Fredon Wins A$160m, Validating the A$200m Acquisition in Six Months

Amplitude Energy (ASX:AEL) Locks In 20PJ Gas Supply Deal With AGL Through 2032

Zip Co (ASX:ZIP) upgrades FY26 EBTDA guidance to A$260m on record quarterly profit

PLS Group (ASX:PLS) Hits Record High on US$600M Notes: Buy, Hold, or Sell?

Genesis Minerals (ASX:GMD) Production Falls 9.1% But Cash Surges 49% to A$600M

Is Ora Banda (ASX:OBM) a Buy After 21% Production Jump and A$231M Cash Pile?

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Ujjwal Maheshwari

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