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…
Industrials
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…
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…
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…
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…
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…
