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Omni Bridgeway (ASX:OBL): Up 20% This Year Off The Back of Litigation Financing!

Omni Bridgeway (ASX:OBL) occupies one of the most unusual niches in global capital markets. It is not a law firm, nor a traditional investment manager, nor a credit provider in the conventional sense. Instead, it sits at the intersection of legal process, capital allocation, and risk underwriting. The company funds litigation and arbitration claims in…

ByNick SundichApril 20, 2026

Oil Hedging Has Mitigated The Increase In Qantas’ and Virgin Australia’s FY26 Fuel Bill!

The latest trading updates out of Virgin Australia and Qantas have brought the importance of oil prices, but also oil hedging, back into sharp focus. Airlines are not the only companies that engage in the practice, but few rely on it more. The Middle East conflict has pushed jet fuel margins from roughly US$20/bbl to around…

ByNick SundichApril 16, 2026

Michael Hill (ASX:MHJ): This Under Pressure Jewellery Outlet Is Trying To Position Itself As An AI Play

In this era, every company is trying to position itself as an AI play - even jewellery retailer Michael Hill (ASX:MHJ). Given the leadership vacuum with the deaths of former CEO Daniel Bracken and Sir Michael Hill, not to mention the subdued consumer environment...investors wouldn't be condemned for asking: What now? The company just held…

ByNick SundichApril 15, 2026

Investing in Qantas (ASX:QAN) in 2026, The Fuel Shock Investors Can’t Ignore

Investing in Qantas (ASX: QAN) means dealing with the Middle East crisis, more so than any other share market industry. Up until now, the company had said little to investors, until it released a significant market update this morning (April 14 2026), revising its outlook for the second half of FY26 in response to the…

ByNick SundichApril 14, 2026

A2 Milk Investors Did Not Like The Company’s Latest Trading Update!

A2 Milk investors sent shares down over 15% off the back of a negative trading update. Despite reporting strong underlying demand across its infant milk formula (IMF) portfolio in China, the company disclosed a series of supply chain constraints that will materially affect fourth‑quarter sales, margins, and cash conversion. The irony is that demand was not an…

ByNick SundichApril 13, 2026

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

It is that time of year again when Amazon releases its annual shareholder letter (along with the 1997 letter all over again) and the bottom line was that Amazon is making returns from AI - real returns, $15bn in a quarter to be exact! In our view, that number reframes both Amazon’s trajectory and the…

ByNick SundichApril 10, 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 Latest Guzman y Gomez Trading Update Was Well Received! But Have Things Really Changed?

Almost every Guzman y Gomez trading update since it listed has resulted in volatile share price movements one way or the other. And today was no exception. But only weeks after falling 14% off the back of 1H26 results, today's Q3 sales figures sent shares up 20% in early trade. What's the story here? Have…

ByNick SundichApril 7, 2026

Ricegrowers (ASX:SGLLV): This company could be worth a look for investors wanting a resilient food companies amidst the Iran War!

Ricegrowers (ASX:SGLLV), the parent company of the SunRice Group, sits in an unusual corner of the Australian agribusiness market. On the surface, it looks like a conventional exporter tied to the ebb and flow of agricultural cycles. But if you look closer, the picture becomes more layered. Its vertically integrated model, multi‑origin sourcing and cooperative‑derived…

ByNick SundichApril 7, 2026

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Consumer

Omni Bridgeway (ASX:OBL): Up 20% This Year Off The Back of Litigation Financing!

Oil Hedging Has Mitigated The Increase In Qantas’ and Virgin Australia’s FY26 Fuel Bill!

Michael Hill (ASX:MHJ): This Under Pressure Jewellery Outlet Is Trying To Position Itself As An AI Play

Investing in Qantas (ASX:QAN) in 2026, The Fuel Shock Investors Can’t Ignore

A2 Milk Investors Did Not Like The Company’s Latest Trading Update!

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

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 Latest Guzman y Gomez Trading Update Was Well Received! But Have Things Really Changed?

Ricegrowers (ASX:SGLLV): This company could be worth a look for investors wanting a resilient food companies amidst the Iran War!

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