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…
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…
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…
IperionX valuation now hinges on Virginia converting prototypes into repeat orders
IperionX (ASX: IPX) now has its Virginia titanium manufacturing campus online, government funding largely locked in, and a free transfer…
DevEx Resources needs 2026 drill hits to unlock its enlarged uranium footprint
DevEx Resources (ASX: DEV) has spent the past few months reshaping itself around one central asset theme: uranium ground in…
Calix valuation turns on Bacchus Marsh revenue from Green360 tolling
Calix (ASX: CXL) has reached an important point because its valuation now rests less on distant decarbonisation promise and more…
Steadfast Group (ASX:SDF): Investors are selling and asking questions later, but are they ahead of themselves?
Time to look at another company that is seeing AI-weary investors selling now and leaving the question asking until later,…
Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there’s…
Botanix (ASX: BOT) The Bleeding Has Stopped, Now Comes the Hard Part
Cash Burn Slowing, Execution Risk Rising Botanix announced an important update on its supplier payment terms, which gives investors much…
The True Economic Cost of a US Iran War
America’s Iran War Bill Is Exploding An Iranian strike, likely involving a drone, appears to have damaged a US E-3…
ASX Opens Lower as Houthi Escalation Rekindles War Fears
Bab el-Mandeb Is the Real ASX Market Risk Over the weekend, the Houthis formally entered the current Iran-Israel-US conflict by…
If Australia introduced petrol rationing in response to Iran, how would it work and which sectors would be impacted?
Australia has not had petrol rationing since 1979. The last time it did, the mechanism was simple: a ration book,…
Atomo Diagnostics (ASX:AT1) Raises A$4m as FebriDx CLIA Waiver Unlocks Pascal Volume Upside
Atomo Diagnostics A$4m Raise Funds Scale-Up as FebriDx US Rollout Accelerates Atomo Diagnostics has just completed a fresh capital raise…
The ASX’s Good Fame and Character Test: The Potential Listing of Oliver Curtis’ $6bn AI Company Firmus Meant A Clarification Was Needed
The ASX’s Good Fame and Character Test is not new. But the possible listing of Oliver Curtis’ Firmus meant investors…
Freightways (ASX:FRW): You probably haven’t heard of this $2bn Kiwi company in the ASX 200, but here’s why it could be worth a look
Every time a parcel travels across the Tasman or a courier van pulls up outside an Auckland office, there is…