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Basic Materials

Activist Investor Elliott Investment Management Has Made Demands Of Northern Star! But How Likely Is The Company to Give In?

Northern Star Resources has reached a moment that will define its trajectory for the next decade with Elliott Investment Management’s actions overnight. In an investor presentation, Elliott has given a major indictment of execution, governance, and strategic clarity, paired with a clear assertion that the company’s assets are world‑class but its leadership is not. Elliott Investment…

ByNick SundichJune 2, 2026

Evion Group (ASX:EVG) A$6.6 million raise turns graphite into fluorspar option

Evion Group (ASX:EVG) is raising A$6.6m to secure a Nevada fluorspar option and broaden its critical minerals platform.

ByCharlie YouldenMay 12, 2026

South32 (ASX:S32) Taylor capex blows out by US$1.1b, but the NPV still holds at US$3.1b

South32 (ASX:S32) has updated its Hermosa Taylor project with a number that will get investor attention. Growth capital expenditure has increased to approximately US$3,300 million, up by around US$1,100 million from final investment approval in February 2024. First production has also moved from H2 FY27 to H2 FY28, and nameplate capacity from FY30 to FY31.…

ByCharlie YouldenApril 30, 2026

PhosCo (ASX:PHO) 21% Copper Rock Chips at King’s Eye, and a Deeper IP Anomaly Points to the Real Prize

PhosCo (ASX:PHO) has returned rock chip grades up to 21% copper at its King’s Eye prospect in Tunisia, with a deep IP anomaly pointing to an untested drill target below 100 metres.

ByCharlie YouldenApril 29, 2026

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick SundichApril 28, 2026

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…

ByNick SundichApril 21, 2026

Are These 10 ASX Stocks With Low PE Multiples Buying Opportunities?

Last week we looked at ASX stocks with high PE multiples, and this week we're taking a look at ASX Stocks With low PE multiples. Low P/E multiples are often treated as shorthand for value, although the reality is more nuanced. A compressed multiple can reflect genuine undervaluation, where the market underestimates the durability of…

ByNick SundichApril 20, 2026

These 4 ASX Stocks Benefit From the NDIS, But Stand To Lose If the Scheme is Curtailed!

A handful of ASX Stocks Benefit From the NDIS, but could lose if a long-cried for crackdown actually happens. We're not saying they'll go out of business, but the gravy train might slow down. What are the Best ASX Stocks to invest in? Check our buy/sell tips [sg_popup id="23914" event="click"][/sg_popup] The explosion of the NDIS What began as…

ByNick SundichApril 10, 2026

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…

ByNick SundichApril 9, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

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Basic Materials

Activist Investor Elliott Investment Management Has Made Demands Of Northern Star! But How Likely Is The Company to Give In?

Evion Group (ASX:EVG) A$6.6 million raise turns graphite into fluorspar option

South32 (ASX:S32) Taylor capex blows out by US$1.1b, but the NPV still holds at US$3.1b

PhosCo (ASX:PHO) 21% Copper Rock Chips at King’s Eye, and a Deeper IP Anomaly Points to the Real Prize

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Are These 10 ASX Stocks With Low PE Multiples Buying Opportunities?

These 4 ASX Stocks Benefit From the NDIS, But Stand To Lose If the Scheme is Curtailed!

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Basic Materials

Stocks in Spotlight

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