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Further Analysis & Commentary
Small Cap Rotation Accelerates: Why Ausbil Is Shutting to New Money
Ausbil's Australian Small-Cap Fund is closing to new money as it nears its self-imposed capacity (about $700m). The team cites…
POSCO MinRes Lithium Deal Signals Shift From China
Mineral Resources (MinRes) struck a $1.2b deal with South Korea's POSCO for a 30% stake in a new JV holding…
ASX Edges Lower Again as CBA Drags; Gold and Lithium Shine
The ASX 200 slipped 0.2% to 8,818 as a sharp sell-off in Commonwealth Bank (-6.6%) overwhelmed strength across nine of…
Energy Storage Lithium Upcycle: What PLS’s Short Unwind Signals
Pilbara Minerals' CEO says hedge-fund shorts are unwinding in PLS after a sharp rebound in lithium prices. The immediate catalyst:…
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