Skip to content Skip to sidebar Skip to footer

Newsletter

Industrials

Sims Ltd (ASX:SGM): Recycling metals long before it was cool, but reaping the benefits then and now

Long before Metallium (ASX:MTM) has made strides in the metals recycling space, there was a company called Sims Ltd (ASX:SGM) - for over a century up to now, in fact. Sims is still standing and thriving having gained over 30% this year. Like Metallium, Sims (which is capped at over $3bn) is benefiting from the realisation…

ByNick SundichDecember 2, 2025

After a 80% plunge in 10 months, Mineral Resources (ASX:MIN) is back with a vengeance and has nearly tripled!

Mineral Resources (ASX:MIN) has had quite the rollercoaster ride in recent years. It avoided much of the lithium price rout, until mid-2024 because of its diversification. For investors, the company's diversification and the hope that the downturn was a short to medium trend was enough to keep the faith. Yet the fact that prices went even more…

ByNick SundichOctober 31, 2025

Telstra shares are at a 10-year high and the company is at an exciting point in its history

Last time we wrote about Telstra shares, it was in mid-FY24 and the company was under pressure. But 15 months on, things have improved with a strong FY25 and the company telling investors to expect the rest of the 2020s to deliver the goods. The company has never reached highs seen in 2015 since then,…

ByNick SundichOctober 27, 2025

ERoad (ASX:ERD): Set to benefit from a major tax reform forthcoming in New Zealand but just committed a cardinal sin

You may loathe the regulations on our roads and some companies that profit from them like Transurban, but ERoad (ASX:ERD) is a particularly unique company. And the reason we like it is because it could benefit from a new road regulation (specifically vehicle taxation) that is long overdue, happening in New Zealand and may in…

ByNick SundichOctober 17, 2025

The RBNZ is cutting rates again, and here are 5 ASX stocks (based in New Zealand) that could benefit

Last week, we heard that the RBNZ is cutting rates again. If you thought Australia's economy was not doing well, you clearly have not been following what has been happening across the Ditch. Like Australia, Aotearoa entered a recession during the pandemic but had another one in 2023 and is one more negative quarter away from…

ByNick SundichOctober 13, 2025

Activist investors: Here’s what you need to know about them and 4 famous Australian activists to watch out for

Hear the term 'Activist investors' and you might think of GetUp, the progressive activist group that forced Woolworths to hold an EGM in 2014 in an attempt to limit the maximum bets on poker machines to $1. Or perhaps even of ESG-focused fundies like Australian Ethical (ASX:AEF). The reality is a lot more complicated and…

ByNick SundichOctober 8, 2025

Oil’s 4-Month Low: Why ASX Energy Stocks Face Headwinds in Q4

In the final quarter of 2025, oil prices are under significant pressure, reaching their lowest levels in four months. West Texas Intermediate (WTI) crude is hovering around $61.90 per barrel, while Brent crude is priced at $65.70. These declines in oil prices are directly impacting energy stocks, particularly those listed on the Australian Stock Exchange…

ByUjjwal MaheshwariOctober 7, 2025

Lynas Rare Earths (ASX:LYC): The best of the bunch in a sector bound for better times

Lynas Rare Earths (ASX:LYC) is in our view the best company in the rare earths sector. You may not realise as high a return than if you invested in an explorer or developer that had success...but his company is virtually the only producer in the rare earths space on the ASX. Perhaps we are only…

ByNick SundichOctober 7, 2025

Intelligent Monitoring Group (ASX:IMB): This >$200m All Ords company is Australasia’s largest independent security monitoring provider!

After a terrific FY24, FY25 was more difficult for Intelligent Monitoring Group (ASX:IMB) but it may have turned a corner. In FY24, this company (which we will call IMG to avoid confusion with the Illawarra-based mutual bank IMB) made >$40m EBITDA, went from being the 3rd largest company in its industry to the largest and set…

ByNick SundichOctober 2, 2025

Maas Group (ASX:MGH): Why investors should keep a keen eye on it in FY26!

It is a tough time to be a construction company, but Maas Group (ASX:MGH) hasn't fared that bad all things considered. This company, which is roughly double its IPO price, recorded another good FY25 result, and investors took note of it. But the company is still very reasonably priced. What are the Best stocks to invest…

ByNick SundichSeptember 26, 2025

the Kick-ass Multipurpose WordPress Theme

Industrials

Sims Ltd (ASX:SGM): Recycling metals long before it was cool, but reaping the benefits then and now

After a 80% plunge in 10 months, Mineral Resources (ASX:MIN) is back with a vengeance and has nearly tripled!

Telstra shares are at a 10-year high and the company is at an exciting point in its history

ERoad (ASX:ERD): Set to benefit from a major tax reform forthcoming in New Zealand but just committed a cardinal sin

The RBNZ is cutting rates again, and here are 5 ASX stocks (based in New Zealand) that could benefit

Activist investors: Here’s what you need to know about them and 4 famous Australian activists to watch out for

Oil’s 4-Month Low: Why ASX Energy Stocks Face Headwinds in Q4

Lynas Rare Earths (ASX:LYC): The best of the bunch in a sector bound for better times

Intelligent Monitoring Group (ASX:IMB): This >$200m All Ords company is Australasia’s largest independent security monitoring provider!

Maas Group (ASX:MGH): Why investors should keep a keen eye on it in FY26!

Sectors

Quick Links

Learn

2020, the Golden Year

Investing in the Year of the Rat

Market trouble spots to avoid in 2020

Industrials

Sectors

Quick Links

Learn

Add Your Heading Text Here