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Investment Analysis: Transurban Group (ASX:TCL)
Company Overview Transurban is Australia’s dominant listed toll road owner and operator, controlling critical urban road networks across Sydney, Melbourne, Brisbane and select North American…
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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…
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…
Perseus Mining (ASX: PRU): Cash-Rich Producer With a Growth Option
Perseus Mining is a West African gold producer operating three mines, Yaouré and Sissingué in Cote d'lvoire and Edikan in…
Lynas Rare Earths (ASX: LYC): Equity Analysis
Lynas Rare Earths is the largest producer of rare earth elements outside China, with operations spanning the Mt Weld mine…
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Monthly Investor Memo
September 2025