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,…
Oil and Gas Stocks
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…
Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026.
However, they'd…
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…
Amplitude Energy (ASX: AEL) crashed over 40% this morning after a second consecutive drilling failure on Wednesday, confirming that its Isabella prospect in the offshore Otway Basin will not be commercially developed after flow testing revealed the reservoir cannot sustain production at viable rates. The plunge erased roughly A$500m in shareholder value in roughly an…
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…
It is always tough for junior ASX resources companies to realise their ultimate ambitions. There might be short-term jumps from favourable commodity price movements, drilling results or the results of scoping or feasibility studies. But one of these milestones is a partnership with a major miner and this could be particularly important whether as a…
ASX Stocks to Buy After the Oil Shock
The ASX 200 fell as much as 4.4% intraday before closing 2.85% lower at 8,599, its worst session in nearly a year, with A$95 billion erased in one day. The trigger was an oil price surge of 35% in a week, driven by fears that escalating Middle…
The Iran oil shock is not the first and won't be the last, but still has investors perplexed at what to do. It is said that those who don't learn from history repeat it, so we think the best thing to do is look at the past and see past oil shocks and predict what…
This article looks at ASX Mining Stocks Entering Production in the coming 12 months. In recent weeks, we've looked at stocks expecting Feasibility Study Results or those making a Final Investment Decision, both of which are preludes to development and construction of those projects. The companies on this list are have passed those milestones and…
