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AML3D (ASX:AL3) A$16.6m H2 Pipeline, First Proof Point Just Landed

AML3D Delivery Done, Cash Unlocks in H2 Investors are moving back into tech stocks today, and AML3D has added to the positive tone by announcing that it has successfully installed and commissioned a large-scale Arcemy X 6700 system at Fastech LLC, a US manufacturer that supplies parts to the defence, aerospace, and industrial sectors. We…

ByCharlie YouldenApril 1, 2026

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

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…

ByNick SundichApril 1, 2026

Here are 5 ASX Stocks That Should Be Merged or Be Acquired, and Why the Logic Is Compelling

Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…

ByNick SundichApril 1, 2026

Scarborough timing now matters more than Beaumont for Woodside Energy Group

Woodside Energy Group (ASX: WDS) is nearing first LNG from Scarborough, has just taken operational control of the Beaumont New Ammonia plant in Texas, and is still funding a multi-year slate of major projects. That mix explains the tension in the stock. The underlying asset base is large, cash-generative and long-life, but the near-term reality is…

ByCharlie YouldenMarch 31, 2026

Metallium (MTM) 10-Year Offtake Lands, Now It’s All About Scale

Indium Signs On, the Commercial Loop Just Closed Metallium has signed a 10-year supply offtake agreement with Indium Corporation. An offtake agreement is a pre-agreed sales contract, so Metallium has now locked in a committed buyer for its recovered metals. The deal runs for 10 years with automatic five-year renewals. A few weeks ago, Metallium had…

ByCharlie YouldenMarch 31, 2026

Mozal shutdown has hurt South32 but Hermosa now drives the valuation

Mozal Aluminium has gone from a producing smelter to care and maintenance, and that single change says a lot about South32 (ASX: S32) right now. On one hand, the company has lost output from an established aluminium asset after failing to secure enough affordable power beyond March 2026. On the other, it still owns a portfolio…

ByCharlie YouldenMarch 31, 2026

Sigma Healthcare rerating rests on delivering $100m merger synergies

Sigma Healthcare (ASX: SIG) now turns on one fact above all others: the Chemist Warehouse merger has transformed a low-growth wholesaler into a scaled pharmacy retail and distribution group, and management has already lifted the expected synergy prize to $100m a year by FY29 from $60m. That upgrade, announced in October, was the clearest signal…

ByCharlie YouldenMarch 31, 2026

Barossa cash flow now drives the Santos valuation debate

Barossa has now shipped its first LNG cargo through Darwin LNG, Pikka phase 1 is nearing first oil, and Santos (ASX: STO) has just approved a Cooper Basin optimisation project aimed at cutting costs and extending field life. That is the attraction. The tension is that energy prices remain cyclical, major projects still need to ramp…

ByCharlie YouldenMarch 31, 2026

Rio Tinto needs Pilbara cash flow to unlock copper and lithium value

Rio Tinto (ASX: RIO) enters 2026 with two opposing forces in plain sight: the Pilbara iron ore machine is still generating the bulk of cash, but the company is spending heavily to build a broader future through Oyu Tolgoi, Simandou and lithium. That tension matters because investors are trying to judge whether current cyclical pressure…

ByCharlie YouldenMarch 31, 2026

NEXTDC rerates on 296.8MW order book converting into billings through FY29

NEXTDC (ASX: NXT) has moved sharply higher after a run of announcements that changed how much future capacity investors can reasonably expect the company to monetise. The biggest trigger was the 25 February 2026 half-year result, when contracted utilisation jumped 137% to 416.6MW and the forward order book reached 296.8MW, with that capacity expected to convert…

ByCharlie YouldenMarch 31, 2026