Written by Ron Shamgar After a year dominated by global mega-cap tech and AI headlines, a different story is quietly unfolding on the ASX: the resurgence of small caps, particularly those in the crosshairs of private equity and strategic acquirers. With interest rates...
Written by Robert Swift As the world rapidly shifts into a new era defined by artificial intelligence, energy transition, and digital interconnectedness, a less visible but absolutely essential movement is reshaping global economies: the infrastructure renaissance. No...
Written by Ron Shamgar Iress Ltd has emerged as a formidable technology provider in the wealth management and trading sectors, strategically positioning itself for significant growth through disciplined transformation and innovative AI-driven initiatives. Company...
Australia's Energy Tug-of-War Australia is at a critical crossroads in its energy journey. On one side lies the global imperative to decarbonise, driven by climate goals and investor pressure. On the other, the need to ensure energy reliability and affordability for...
We’re living through a once-in-a-generation reset. The world is increasingly volatile. Institutions are mistrusted. Alliances are shifting. Supply chains are being redrawn. And in the background, something far more permanent is taking place: the rebuilding of the...
There are moments in markets where the noise becomes so loud, it drowns out common sense. Tariffs, geopolitics, inflation, central banks, and a US Congress with a taste for budgetary excess. And yet, despite all the reasons to panic, a certain type of company is...
In the rapidly evolving world of medical cannabis, one Australian company is quietly positioning itself as a potential industry leader. Bioxyne (BXN.ASX), a relatively young public company, is rewriting the playbook for medical cannabis manufacturing through a...
Let’s start with a bold premise: if we’re serious about building the infrastructure of the future, one that can support the exponential demands of AI, digital transformation, and decarbonisation, then we need to stop tiptoeing around nuclear energy. The power needs of...
When Pizza Meets Pivot Domino’s Pizza Enterprises (ASX: DMP) has long been a household name in Australia and beyond. From its humble beginnings to becoming a dominant player across the Asia-Pacific and European markets, Domino’s built its brand on one simple idea:...
When Copper Becomes a Battlefield It has long been said that copper is the metal with a PhD in economics. As a bellwether for industrial growth and technological advancement, copper demand tends to precede major shifts in global economic trends. In this context, the...
In the world of superannuation, the battle lines have long been drawn between Self-Managed Super Funds (SMSFs) and Industry Super Funds. One side touts scale, simplicity, and passive investing prowess. The other champions control, flexibility, and tailored strategies....
In a market environment where capital is scarce and investors are hunting for profitable, cash-generative growth stories, EROAD Limited (ASX/NZX: ERD) has emerged from the shadows. The company's FY25 results mark a turning point, not just for its financials, but for...
