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Industrials

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

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

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Industrials

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

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!

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

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