Newsletter

Small Caps Stocks

Tungsten: Its A Metal Whose Moment Has Arrived And These 3 ASX Stocks Are Exposed To It!

Tungsten has quietly become one of the most strategically significant metals in the world. China controls roughly 80% of global supply, yet Beijing has spent the past 18 months systematically restricting exports, and the consequences for Western industrial and defence supply chains are now acute. Prices are at all-time highs, the supply-demand deficit is structural rather…

ByNick SundichMay 1, 2026

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick SundichApril 28, 2026

Small Cap ASX Lenders Deliver Quarterly Updates: MoneyMe, Harmoney and Plenti Show Momentum as Big Banks Shift Strategy

Australia's three listed small cap ASX lenders — MoneyMe (ASX:MME), Harmoney (ASX:HMY) and Plenti (ASX:PLT); each released quarterly trading updates to the market today, providing a timely window into the health of the non-bank lending sector. Taken together, the releases tell a consistent story. These companies are carving out positions that the major institutions appear either…

ByNick SundichApril 22, 2026

Amaero (ASX:3DA): Serving The US Defence Manufacturing Industry With Unique Capabilities!

Amaero (ASX:3DA) has spent the better part of a decade building capability in titanium and refractory metal powders, refining a production technology that delivers yields the industry once assumed were unattainable, and embedding itself inside the US defence manufacturing industry. The geopolitical shock of the Iran conflict has simply accelerated the timeline. What was already a…

ByNick SundichApril 21, 2026

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…

ByNick SundichApril 21, 2026

Here are 5 Recent AI Acquisitions on the ASX! But Are They Just Hype?

This article explores 5 Recent AI Acquisitions on the ASX and whether or not these deals are just 'AI-washing' or have potential to be game-changing. What do we mean by game-changing? Like Pro Medicus' acquisition of Visage was in the GFC - it paid US$3m but has made the company an >A$20bn giant. The AI investment…

ByNick SundichApril 14, 2026

Here Are 4 Stock Market Sectors With High Margins, And 4 With Low Margins!

Many investors may prefer stock market sectors with high margins over those with low margins. Profit margins are one of the simplest signals investors reach for when assessing business quality, yet they are also one of the most frequently misread. It is tempting to treat margins as a scoreboard and just say high is good and…

ByNick SundichApril 13, 2026

These 4 ASX Stocks Benefit From the NDIS, But Stand To Lose If the Scheme is Curtailed!

A handful of ASX Stocks Benefit From the NDIS, but could lose if a long-cried for crackdown actually happens. We're not saying they'll go out of business, but the gravy train might slow down. What are the Best ASX Stocks to invest in? Check our buy/sell tips [sg_popup id="23914" event="click"][/sg_popup] The explosion of the NDIS What began as…

ByNick SundichApril 10, 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

the Kick-ass Multipurpose WordPress Theme

Small Caps Stocks

Tungsten: Its A Metal Whose Moment Has Arrived And These 3 ASX Stocks Are Exposed To It!

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

Small Cap ASX Lenders Deliver Quarterly Updates: MoneyMe, Harmoney and Plenti Show Momentum as Big Banks Shift Strategy

Amaero (ASX:3DA): Serving The US Defence Manufacturing Industry With Unique Capabilities!

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Here are 5 Recent AI Acquisitions on the ASX! But Are They Just Hype?

Here Are 4 Stock Market Sectors With High Margins, And 4 With Low Margins!

These 4 ASX Stocks Benefit From the NDIS, But Stand To Lose If the Scheme is Curtailed!

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

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Small Caps Stocks

Stocks in Spotlight

Add Your Heading Text Here