ASX Gold Outlook Ahead of the Fed Rate Cut
A Fed rate cut is coming, and gold stocks stand to benefit. But after a 60% rally in bullion prices this year, the easy gains are behind us. That doesn't mean opportunity has vanished; it just means investors need to be more selective. With the Fed…
ASX tech stocks: Opportunity or Warning Sign?
The Australian tech sector has taken a big hit. The S&P/ASX 200 Information Technology Index (ASX: XIJ) has fallen 22% since mid-September, when it reached a record high of 3,060 points. In contrast, the broader ASX 200 has only slipped 2% over the same time. This sharp fall…
What the Market Is Pricing In for Many Peaks
Many Peaks Minerals (ASX:MPK) has delivered one of the most impressive performances on the ASX this year, with shares surging 350 per cent from AUD 0.20 at the start of 2025 to around AUD 0.90 today. For comparison, the All Ordinaries Index is only up 5.5…
Bellevue Gold (ASX:BGL) climbed 7.5 per cent last week after confirming development has resumed at Deacon North, the largest high-grade mining area within its flagship Bellevue Gold Project in Western Australia. First ore production from Deacon North is now targeted for the June 2026 quarter. With shares up around 63 per cent over the past…
Bendigo Bank’s acquisition is positive, but timing isn’t
Bendigo and Adelaide Bank (ASX: BEN) announced last week that it will acquire RACQ Bank's retail lending and deposit business in a deal worth A$5.2 billion in total assets. The acquisition includes A$2.7 billion in retail loans, A$2.5 billion in deposits, and more than 90,000 customers. Management…
ASX uranium stocks surged after Nvidia CEO Jensen Huang appeared on The Joe Rogan Experience and made a bold prediction about AI's future. He declared that nuclear power is "the smartest way" to solve AI's growing energy crisis. He also predicted that tech giants will soon build their own small nuclear reactors because the existing…
Just months ago, investors were betting on rate cuts to ease pressure on borrowers. That narrative has shifted dramatically. Inflation in Australia rose to 3.8% in October, above the RBA’s target of 2–3%. As a result, markets now see a 70% chance of at least one rate hike before the end of 2026. The RBA…
Centuria Industrial REIT's Latest Distribution
Centuria Industrial REIT (ASX: CIP) has announced a distribution of 4.2 cents per unit for the quarter ending December 31. What caught our attention isn't just the steady payout; it's the context around it. The REIT has kept its distribution reinvestment plan (DRP) suspended while running an active buyback program.…
Introduction to Battery-Electric Haul Trucks
Australia's first battery-electric haul trucks have arrived in the Pilbara, marking a significant milestone in the mining industry's push to eliminate diesel from iron ore operations. BHP (ASX: BHP) and Rio Tinto (ASX: RIO) are collaborating with Caterpillar to trial two Cat 793 XE Early Learner trucks at BHP's Jimblebar…
Capital Raise to Fund Aggressive Drilling
FireFly Metals (ASX: FFM) shares pulled back this week after the company announced a major capital raise. FireFly secured commitments for approximately A$134.1 million and is seeking a further A$5 million via a share purchase plan, bringing the total raise to around A$139 million. The institutional placement was priced…
