Skip to content Skip to sidebar Skip to footer

Newsletter

Industrials

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

When Equity Analysts Go to War: 6 Times Stockpickers Fought Back Against Companies And What Happened Next!

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…

ByNick SundichApril 2, 2026

Steadfast Group (ASX:SDF): Investors are selling and asking questions later, but are they ahead of themselves?

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,…

ByNick SundichMarch 31, 2026

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

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…

ByNick SundichMarch 31, 2026

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

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,…

ByNick SundichMarch 30, 2026

Freightways (ASX:FRW): You probably haven’t heard of this $2bn Kiwi company in the ASX 200, but here’s why it could be worth a look

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…

ByNick SundichMarch 30, 2026

Is Duratec (ASX: DUR) a Buy After the PNG Contract Win, or Has the Rally Run Its Course?

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…

ByUjjwal MaheshwariMarch 30, 2026

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

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…

ByNick SundichMarch 25, 2026

The final building block for Eco-Clay’s rollout is here thanks to a deal between Green360 Technologies (ASX:GT3) and Calix (ASX:CXL)!

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…

ByNick SundichMarch 24, 2026

the Kick-ass Multipurpose WordPress Theme

Industrials

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

When Equity Analysts Go to War: 6 Times Stockpickers Fought Back Against Companies And What Happened Next!

Steadfast Group (ASX:SDF): Investors are selling and asking questions later, but are they ahead of themselves?

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed

Freightways (ASX:FRW): You probably haven’t heard of this $2bn Kiwi company in the ASX 200, but here’s why it could be worth a look

Is Duratec (ASX: DUR) a Buy After the PNG Contract Win, or Has the Rally Run Its Course?

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

The final building block for Eco-Clay’s rollout is here thanks to a deal between Green360 Technologies (ASX:GT3) and Calix (ASX:CXL)!

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Industrials

Stocks in Spotlight

Add Your Heading Text Here