Late Payments and SME Cashflow Stress in Australia
Late Payments Starve SMEs of Vital Working Capital Australian small and medium businesses are now facing their toughest cashflow pressure since 2021. Late payments from…
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Further Analysis & Commentary
ASX Caught Between Nvidia Jitters and Rate Reality
The Australia market is stuck in a tug-of-war. Banks and speculative growth names under pressure as investors rethink how many…
Warren Buffett Google Investment Why Berkshire Backed Alphabet in 2025
A Landmark Move by One of the World’s Most Disciplined Investors The Warren Buffett Google investment has become one of…
Lithium Just Woke Up Again, And the Market Wasn’t Ready for It
A surge in energy-storage demand, a bold Ganfeng forecast and a brutal short squeeze are reshaping the lithium trade Lithium…
DroneShield’s Rocky Week: Insider Selling and Contract Clarity Roil Shares Despite Strong Growth Outlook
DroneShield (ASX: DRO) has had a bruising week as a sharp share price decline, heavy insider selling, and confusion around…
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Monthly Investor Memo
September 2025