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Industrials

Cleanaway (ASX:CWY) Cuts A$20M From EBIT Six Weeks After Upgrading Guidance to A$500M

Cleanaway adjusts guidance: Fuel costs drive change Cleanaway Waste Management (ASX:CWY) is trading near its 52-week low at around A$2.27, and investors are asking a fair question: Did something go wrong with this business? Just six weeks ago, management upgraded full-year EBIT guidance to A$480M to A$500M. Now the company has walked that back to…

ByUjjwal Maheshwari22 hours ago

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 Sundich2 days ago

Dalrymple Bay Infrastructure (ASX:DBI): Reaping In Revenue From The Largest Coking Coal Export Terminal

Dalrymple Bay Infrastructure (ASX:DBI) is often misunderstood. It is not a coal company and it does not behave like one. It is a regulated, inflation‑linked toll road for coal exports, collecting fees whether or not a tonne moves across the wharf. In a year defined by geopolitical shocks and volatile commodity markets, that distinction has…

ByNick Sundich3 days ago

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

Orora (ASX:ORA): Impacted By the Iran War, But Are Things As Bad As Investors Fear?

The latest update from Orora (ASX:ORA) is a reminder that even the most “defensive” industrial businesses are not immune to global disruption; but equally, that quality operators can absorb shocks without breaking stride. For context, Orora is a packaging manufacturer specialising in glass bottles and aluminium cans, supplying beverage companies across Australia, North America and Europe.…

ByNick SundichApril 9, 2026

Environmental Clean Technologies (ASX:ECT): Can The Technology That Re-Rated Metallium Strike Again?

Environmental Clean Technologies (ASX:ECT) is looking to profit from Rice University’s Flash Joule Heating (FJH) just like Metallium. The difference is while Metallium's focus was metals recycling, ECT is focused on PFAS contamination - a problem that could turn out to be as bad as asbestos. The thesis is that FJH does not just move, concentrate…

ByNick SundichApril 9, 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

Want to invest in commodities in 2026? Here’s how to go about it and 5 of the most popular!

In this article, we look at why you may want to invest in commodities. To cut to the chase, we think investors should consider to invest in commodities. It is an excellent way to diversify your portfolio and add a layer of protection against market volatility. But there are several different ways that individuals can invest…

ByNick SundichApril 8, 2026

Duratec (ASX: DUR) Acquires Pacific Welding Australia for A$12 Million: Is the Stock a Buy Now?

Duratec Expands With A$12 Million Pacific Welding Deal Duratec (ASX: DUR) climbed 1.48% on Thursday after announcing it will buy Newcastle-based Pacific Welding Australia for up to A$12 million. The deal pushes Duratec further into the East Coast market and adds welding and fabrication skills it did not previously have in New South Wales. For…

ByUjjwal MaheshwariApril 3, 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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Industrials

Cleanaway (ASX:CWY) Cuts A$20M From EBIT Six Weeks After Upgrading Guidance to A$500M

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

Dalrymple Bay Infrastructure (ASX:DBI): Reaping In Revenue From The Largest Coking Coal Export Terminal

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

Orora (ASX:ORA): Impacted By the Iran War, But Are Things As Bad As Investors Fear?

Environmental Clean Technologies (ASX:ECT): Can The Technology That Re-Rated Metallium Strike Again?

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

Want to invest in commodities in 2026? Here’s how to go about it and 5 of the most popular!

Duratec (ASX: DUR) Acquires Pacific Welding Australia for A$12 Million: Is the Stock a Buy Now?

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

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