Mid Cap ($2B – $10B)
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
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…
Infratil (IFT): Dissecting Australia’s Newest Infrastructure Investment Platform
Business Overview Infratil Limited is a New Zealand–based global infrastructure investment company with a diversified portfolio spanning digital infrastructure, renewable…
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…
Develop Global Limited (ASX: DVP): Stock Analysis 2025
Business Overview Develop Global (DVP) has a mix of project ownership and mining services business, which gives it both development…
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Monthly Investor Memo
September 2025