Megaport (ASX: MP1) Investment Analysis: A Cloud Connectivity Turnaround Entering a Stronger Phase
Company Overview Megaport Limited has grown from a disruptive networking startup into one of Australia’s most important cloud connectivity providers. Its platform delivers on demand,…
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Further Analysis & Commentary
Pilbara Minerals (ASX: PLS): Rebuilding Through the Downcycle
Company Snapshot Pilbara Minerals is Australia's largest independent hard-rock lithium producer, operating the Pilgangoora Project in WA and now expanding…
Xero Limited (ASX: XRO): Investment Analysis and Strategic Outlook
Introduction Xero Limited has become one of the most recognisable names in cloud accounting, and its journey from a New…
Alcoa Corporation (ASX: AAI): Equity Analysis
Company Snapshot Alcoa (AAI) mines bauxite, refines alumina, and smelts primary aluminium. Earnings swing with alumina and aluminium prices, and…
FireFly Metals Investment Analysis: ASX Copper-Gold Explorer Positioned for Growth
Company Overview This FireFly Metals investment analysis explores how FireFly Metals (ASX: FFM, TSX: FFM), an Australian-based copper-gold explorer and…
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Monthly Investor Memo
September 2025