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Industrials

NRW Holdings (ASX:NWH) Fredon Wins A$160m, Validating the A$200m Acquisition in Six Months

NRW Holdings Rises on A$160m Fredon Wins NRW Holdings (ASX:NWH) shares rose 2.18% on Friday to close at A$6.10, now up around 145% over the past 12 months. The move followed news that Fredon, NRW's subsidiary, won about A$160 million in new contracts across Australia. The real story for investors is not the contract size.…

ByUjjwal MaheshwariApril 18, 2026

DGL Group (ASX:DGL) H1 EBITDA slips 5%, but debt and margins improve

DGL Group Lower profits, cleaner balance sheet, and H2 execution now matters most DGL Group’s (ASX:DGL) (ASX:DGL) H1 FY26 results are not going to win a beauty contest at first glance. Revenue fell 5.8% to A$225.2m, underlying EBITDA edged down 5% to A$24.7m, and the statutory net loss after tax landed at negative A$12.8m. On paper,…

ByCharlie YouldenApril 16, 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

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 MaheshwariApril 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

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 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

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

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Industrials

NRW Holdings (ASX:NWH) Fredon Wins A$160m, Validating the A$200m Acquisition in Six Months

DGL Group (ASX:DGL) H1 EBITDA slips 5%, but debt and margins improve

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

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

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Industrials

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