The relationship between a public company and equity analysts covering it, in theory, one of productive scrutiny. In practice, it often looks far more adversarial. Companies control access to information, management time and investor relations resources, and when an analyst says something they don't like, the gloves come off. They get cut from briefings, frozen…
Industrials
Time to look at another company that is seeing AI-weary investors selling now and leaving the question asking until later, and today it is insurance broker Steadfast Group (ASX:SDF). Can't AI do insurance for us, taking into account our interest only and doing so at a fraction of the cost of humans? Investors think so,…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
Australia has not had petrol rationing since 1979. The last time it did, the mechanism was simple: a ration book, enough fuel for approximately 32km of driving per week, and a queue. Nearly five decades later, the mechanism has been updated, but the underlying problem, namely our structural dependence on imported refined fuel, has not.
The…
The ASX's Good Fame and Character Test is not new. But the possible listing of Oliver Curtis' Firmus meant investors are paying more attention than they otherwise would.
You see, the Australian Securities Exchange does not let just anyone run a listed company. Before an entity joins its official list, the ASX requires that every director,…
Every time a parcel travels across the Tasman or a courier van pulls up outside an Auckland office, there is a reasonable chance Freightways (ASX:FRW) is behind it. Yet for many retail investors, particularly those in Australia, this company sits in the category of companies they may passively benefit from without ever consciously choosing to…
Duratec Shares Rise on Newmont PNG Contract
Duratec (ASX: DUR) landed a significant A$45 million contract from Lihir Gold, a subsidiary of global mining giant Newmont. It is a meaningful win that confirms the company's growing reach beyond its home market. The market responded positively, with shares rising 3.32% on the day, though the stock…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
The potential of Green360 Technologies' (ASX:GT3) Eco-Clay has been well-established, but getting it to market was never going to be a mean feat. Nonetheless, a major step was realised in the form of a toll-treatment agreement covering 30,000tpa with fellow ASX listee Calix (ASX:CXL).
This is a big deal, above all else because it paves the…
There is a particular kind of corporate announcement that arrives not with spin, but with a kind of exhausted candour, and we saw just this when Synlait issued its 1H26 result yesterday.
"We are not going to attempt to dress things up," wrote Chair George Adams and CEO Richard Wyeth in their joint letter to shareholders…
