Newsletter

Large Caps

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

Why Do Investors Hate the Southern Cross Seven West Media Merger? Here are 6 reasons why

Ever since the Southern Cross Seven West Media Merger was announced back on Tuesday (September 30), it has been met with disappointment at best, anger and disgust at worst. What's not to like? A pair of media companies are teaming up to give the best chance of survival in a highly competitive industry being disrupted by…

ByNick SundichOctober 3, 2025

What will the Qantas A321XLRs mean for the group? Hint: Investors should be excited but also cautious!

The first of Qantas A321XLRs is now taking passenger flights - the first flight occurred today (September 25) and it will be the first of many! Plenty has been (and will be) written about what it means for passengers. But we thought we'd focus on what it will mean for investors in Qantas. What are the Best…

ByNick SundichSeptember 25, 2025

6 Trends on ASX Company Boards That Should Raise Investor Eyebrows

Last week, Ownership Matters released a major report on ASX Company Boards. The report, studied ASX 300 entities (excluding 'stapled securities' that meant they were not formally incorporated companies and hence did not have AGMs) and made many fascinating insights. We thought we'd delve into some other trends investors may have missed but should at the…

ByNick SundichSeptember 22, 2025

Should I buy AGL Energy (ASX:AGL) as a turnaround play in FY26?

Should I buy AGL Energy (ASX:AGL)? As consumer seeing their electricity and gas bills go higher and higher, they may think it is a no brainer. After all, sonsumers may cut back on energy usage, but they cannot avoid spending altogether. They may shop around for better deals, but in all seriousness good luck to…

ByNick SundichSeptember 12, 2025

ASX stocks in America: Here are 4 performing well and 4 performing poorly

You might think ASX stocks in America are doing better than peers which are not there because the USA is a much bigger market. In reality, this is not always the case. What are the Best ASX Stocks to invest in right now? Check our buy/sell tips [sg_popup id="23914" event="click"][/sg_popup] ASX stocks in America: Here are 4 performing…

ByNick SundichSeptember 2, 2025

Qantas (ASX:QAN) Soars 9% on FY25 Results as Revenue Hits A$23.8 Billion

Investors Reward Qantas as Recovery Turns Into Renewed Momentum Qantas (ASX:QAN) surged 9 percent today after unveiling its FY25 results, a remarkable turnaround for a company that was once on the brink during the depths of the pandemic. For long-term investors who held through the turbulence of 2020, the stock has now delivered close to…

ByCharlie YouldenAugust 28, 2025

WiseTech caps off a volatile FY25 with a post-results sell off, but what’s next

What a volatile FY25 it as for WiseTech. Just look at all that it went through: Richard White was going to depart, but he ultimately prevailed over his enemies, The company unveiled one of the biggest buys in its history, only to see customers of its target company not like the deal, Shares…

ByNick SundichAugust 27, 2025

Coles Jumps on Full-Year Results: What Investors Need to Know

Coles (ASX: COL): Stability Today, Efficiency Gains Tomorrow Coles Group (ASX: COL) opened the day up nearly 4 percent at $21 after releasing its full year results, and the reaction tells us something important about how investors see this company. In a market where volatility and uncertainty dominate the headlines, Coles is being treated as a…

ByCharlie YouldenAugust 26, 2025

Skycity Entertainment Group (ASX:SKC): Is it on the same fatal path as Star Entertainment?

Is Skycity Entertainment Group (ASX:SKC) on the same path as Star? On one hand, it may sound preposterous as it has revenues just about the same as it was pre-COVID and it is profitable. The other, it announced a $240m capital raising the same day as its annual results and is seeing customers spend less…

ByNick SundichAugust 26, 2025