Leadership & Strategy Updates
Web Travel Group Shares Jumped 12% on the Wrong Number
The A$90 million buyback got the headlines. The exchange rate buried in the guidance is what actually changed the earnings picture.
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Further Analysis & Commentary
ASX Resources vs Housing in 2026: Where Investors Should Position
The ASX is being pulled in two directions right now. On one side, resource stocks are benefiting from strong commodity…
Glencore’s Copper Growth Strategy Faces a Reality Check
The discovery of a centuries-old ceramic vessel at Glencore’s El Pachon copper project in Argentina is a reminder that the…
Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
The sharp sell-off in Northern Star Resources this week had little to do with the gold price and far more…
BHP’s China Standoff Exposes the Cost of Its Long-Term Strategy
BHP's latest quarterly update landed with an uncomfortable mix of short-term pain and long-term conviction. The world's largest miner confirmed…
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